Jackson Grant Investment Advisers’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $534K | Sell |
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|
2025
Q2 | $524K | Sell |
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|
2025
Q1 | $534K | Buy |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $940K | Buy |
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|
2024
Q1 | $967K | Buy |
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|
2023
Q4 | $929K | Sell |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.65M | Buy |
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|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $481K | Buy |
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|
2021
Q4 | $528K | Buy |
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|
2021
Q3 | $525K | Buy |
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|
2021
Q2 | $531K | Buy |
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|
2021
Q1 | $514K | Buy |
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|
2020
Q4 | $338K | Buy |
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|
2020
Q3 | $323K | Buy |
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