IAA
Independent Advisor Alliance’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-72,744
| Closed | -$839K | – | 1203 |
|
|
2024
Q4 | $839K | Buy |
+72,744
| New | +$839K | 0.01% | 784 |
|
|
2020
Q1 | – | Sell |
-286,178
| Closed | -$4.3M | – | 711 |
|
|
2019
Q4 | $4.3M | Buy |
+286,178
| New | +$4.3M | 0.19% | 126 |
|
|
2017
Q2 | – | Sell |
-633,759
| Closed | -$9.45M | – | 351 |
|
|
2017
Q1 | $9.45M | Buy |
+633,759
| New | +$9.45M | 1.5% | 5 |
|