FWL Investment Management’s Invesco Preferred ETF PGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,000	Closed	-$180K	–	347
2025 Q1	$180K	Buy	16,000 +6,000	+60%	+$67.3K	0.07%	82
2024 Q4	$115K	Buy	+10,000	New	+$115K	0.04%	106