GWP
Gateway Wealth Partners’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Sell |
10,909
-58,190
| -84% | -$648K | 0.02% | 354 |
|
|
2025
Q1 | $775K | Buy |
69,099
+8,439
| +14% | +$94.7K | 0.17% | 131 |
|
|
2024
Q4 | $699K | Buy |
60,660
+5,360
| +10% | +$61.8K | 0.18% | 126 |
|
|
2024
Q3 | $683K | Buy |
55,300
+3,530
| +7% | +$43.6K | 0.19% | 115 |
|
|
2024
Q2 | $598K | Buy |
+51,770
| New | +$598K | 0.18% | 133 |
|