Jones Financial Companies’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 | $1.96M | Buy |
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|
2025
Q2 | $1.85M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $709K | Buy |
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|
2024
Q1 | $48.4K | Buy |
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|
2023
Q4 | $23.8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $37K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $9K | Hold |
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|
2020
Q4 | $9K | Buy |
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