Foundations Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

Foundations Investment Advisors’s Portfolio PGX Stock Details PGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$300K	Buy
2025 Q2	$285K	Buy
2025 Q1	–	Sell
2024 Q4	$745K	Buy
2024 Q3	$604K	Buy
2023 Q3	–	Sell
2023 Q2	$174K	Sell
2023 Q1	$216K	Buy