Kingswood Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Kingswood Wealth Advisors’s Portfolio PGX Stock Details PGX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$141K	Sell
2025 Q1	$158K	Sell
2024 Q4	$326K	Buy
2024 Q3	$270K	Sell
2024 Q2	$306K	Buy
2024 Q1	–	Sell
2023 Q4	$255K	Buy
2023 Q3	$105K	Sell
2023 Q2	$247K	Buy