Foundations Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
+25,571
| New | +$285K | ﹤0.01% | 761 |
|
|
2025
Q1 | – | Sell |
-64,614
| Closed | -$745K | – | 912 |
|
|
2024
Q4 | $745K | Buy |
64,614
+15,723
| +32% | +$181K | 0.01% | 457 |
|
|
2024
Q3 | $604K | Buy |
+48,891
| New | +$604K | 0.01% | 477 |
|
|
2023
Q3 | – | Sell |
-15,323
| Closed | -$174K | – | 671 |
|
|
2023
Q2 | $174K | Sell |
15,323
-3,480
| -19% | -$39.6K | 0.01% | 549 |
|
|
2023
Q1 | $216K | Buy |
+18,803
| New | +$216K | 0.01% | 465 |
|