Focus Financial Network’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$295K Sell
2025
Q2
$298K Sell
2025
Q1
$302K Sell
2024
Q4
$313K Sell
2024
Q3
$338K Buy
2024
Q2
$321K Sell
2024
Q1
$347K Sell
2023
Q4
$433K Sell
2023
Q3
$425K Sell
2023
Q2
$466K Sell
2023
Q1
$476K Buy
2020
Q4
Sell
2020
Q3
$770K Sell
2020
Q2
$759K Sell
2020
Q1
$818K Sell
2019
Q4
$940K Sell
2019
Q3
$947K Sell
2019
Q2
$933K Buy
2019
Q1
$914K Buy