Gratus Capital’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$866K Hold
75,000
0.03% 188
2024
Q1
$891K Hold
75,000
0.04% 170
2023
Q4
$860K Hold
75,000
0.05% 147
2023
Q3
$821K Hold
75,000
0.06% 140
2023
Q2
$853K Buy
+75,000
New +$853K 0.06% 137