Gladstone Institutional Advisory’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 | $170K | Sell |
15,287
-1,399
| -8% | -$15.6K | 0.01% | 728 |
|
|
2025
Q1 | $187K | Sell |
16,686
-9,206
| -36% | -$103K | 0.01% | 692 |
|
|
2024
Q4 | $299K | Sell |
25,892
-1,197
| -4% | -$13.8K | 0.01% | 586 |
|
|
2024
Q3 | $335K | Buy |
27,089
+1,422
| +6% | +$17.6K | 0.02% | 551 |
|
|
2024
Q2 | $296K | Buy |
25,667
+12,149
| +90% | +$140K | 0.02% | 547 |
|
|
2024
Q1 | $161K | Sell |
13,518
-5,816
| -30% | -$69.1K | 0.01% | 615 |
|
|
2023
Q4 | $222K | Buy |
19,334
+7,593
| +65% | +$87.1K | 0.01% | 603 |
|
|
2023
Q3 | $129K | Buy |
11,741
+1,001
| +9% | +$11K | 0.01% | 591 |
|
|
2023
Q2 | $122K | Buy |
+10,740
| New | +$122K | 0.01% | 608 |
|