Kestra Private Wealth Services’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 | $258K | Sell |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $304K | Sell |
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|
2024
Q2 | $296K | Sell |
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|
2024
Q1 | $309K | Buy |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $157K | Buy |
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|
2022
Q3 | $145K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $155K | Sell |
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|
2020
Q4 | $197K | Sell |
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|
2020
Q3 | $195K | Buy |
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