Independent Wealth Network’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 | $1.15M | Buy |
103,248
+2,126
| +2% | +$23.7K | 0.42% | 57 |
|
|
2025
Q1 | $1.13M | Buy |
101,122
+10,688
| +12% | +$120K | 0.45% | 56 |
|
|
2024
Q4 | $1.04M | Buy |
90,434
+5,837
| +7% | +$67.3K | 0.42% | 59 |
|
|
2024
Q3 | $1.04M | Buy |
84,597
+2,724
| +3% | +$33.6K | 0.46% | 51 |
|
|
2024
Q2 | $946K | Buy |
81,873
+4,882
| +6% | +$56.4K | 0.44% | 59 |
|
|
2024
Q1 | $915K | Buy |
76,991
+50
| +0.1% | +$594 | 0.43% | 58 |
|
|
2023
Q4 | $883K | Buy |
76,941
+3,259
| +4% | +$37.4K | 0.46% | 55 |
|
|
2023
Q3 | $807K | Buy |
73,682
+7,751
| +12% | +$84.9K | 0.5% | 48 |
|
|
2023
Q2 | $750K | Buy |
65,931
+18,673
| +40% | +$212K | 0.45% | 57 |
|
|
2023
Q1 | $543K | Buy |
47,258
+7,763
| +20% | +$89.1K | 0.35% | 66 |
|
|
2022
Q4 | $442K | Buy |
39,495
+6,204
| +19% | +$69.4K | 0.3% | 77 |
|
|
2022
Q3 | $396K | Buy |
33,291
+8,198
| +33% | +$97.5K | 0.31% | 83 |
|
|
2022
Q2 | $310K | Buy |
25,093
+4,310
| +21% | +$53.2K | 0.22% | 121 |
|
|
2022
Q1 | $282K | Buy |
20,783
+6,835
| +49% | +$92.7K | 0.18% | 145 |
|
|
2021
Q4 | $209K | Sell |
13,948
-41,781
| -75% | -$626K | 0.13% | 190 |
|
|
2021
Q3 | $840K | Buy |
+55,729
| New | +$840K | 0.55% | 45 |
|