Founders Financial Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.7K | Buy |
2,273
+28
| +1% | +$316 | ﹤0.01% | 561 |
|
|
2025
Q4 | $25.2K | Buy |
2,245
+28
| +1% | +$319 | ﹤0.01% | 464 |
|
|
2025
Q3 | $25.7K | Sell |
2,217
-394
| -15% | -$4.51K | ﹤0.01% | 546 |
|
|
2025
Q2 | $29.1K | Buy |
2,611
+31
| +1% | +$342 | 0.01% | 418 |
|
|
2025
Q1 | $29K | Buy |
2,580
+31
| +1% | +$359 | 0.01% | 477 |
|
|
2024
Q4 | $29.4K | Buy |
2,549
+31
| +1% | +$373 | 0.01% | 419 |
|
|
2024
Q3 | $31.1K | Buy |
2,518
+29
| +1% | +$346 | 0.01% | 423 |
|
|
2024
Q2 | $28.7K | Sell |
2,489
-42
| -2% | -$485 | 0.01% | 412 |
|
|
2024
Q1 | $30.1K | Sell |
2,531
-357
| -12% | -$4.21K | 0.01% | 414 |
|
|
2023
Q4 | $33.1K | Buy |
2,888
+43
| +2% | +$469 | 0.01% | 366 |
|
|
2023
Q3 | $31.1K | Sell |
2,845
-258
| -8% | -$2.88K | 0.01% | 351 |
|
|
2023
Q2 | $35.3K | Buy |
3,103
+24
| +0.8% | +$272 | 0.01% | 370 |
|
|
2023
Q1 | $35.3K | Sell |
3,079
-1,908
| -38% | -$22.9K | 0.02% | 331 |
|
|
2022
Q4 | $55.8K | Sell |
4,987
-272
| -5% | -$3.15K | 0.03% | 311 |
|
|
2022
Q3 | $62K | Sell |
5,259
-1,567
| -23% | -$19.7K | 0.03% | 297 |
|
|
2022
Q2 | $84K | Buy |
6,826
+1,416
| +26% | +$17.8K | 0.04% | 279 |
|
|
2022
Q1 | $73K | Sell |
5,410
-1,350
| -20% | -$18.8K | 0.03% | 287 |
|
|
2021
Q4 | $101K | Sell |
6,760
-2,463
| -27% | -$36.7K | 0.04% | 299 |
|
|
2021
Q3 | $139K | Buy |
9,223
+1,585
| +21% | +$24.1K | 0.07% | 253 |
|
|
2021
Q2 | $117K | Buy |
7,638
+282
| +4% | +$4.26K | 0.05% | 277 |
|
|
2021
Q1 | $109K | Buy |
7,356
+2,799
| +61% | +$41.6K | 0.05% | 265 |
|
|
2020
Q4 | $70K | Hold |
4,557
| – | – | 0.04% | 271 |
|
|
2020
Q3 | $67K | Buy |
+4,557
| New | +$66.8K | 0.04% | 324 |
|
Other funds holding PGX
BI
SAMC
