LPL Financial’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
Q2 | $76.4M | Sell |
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|
2025
Q1 | $170M | Buy |
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|
2024
Q4 | $170M | Buy |
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|
2024
Q3 | $158M | Sell |
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|
2024
Q2 | $157M | Buy |
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|
2024
Q1 | $147M | Buy |
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|
2023
Q4 | $123M | Sell |
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|
2023
Q3 | $160M | Buy |
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|
2023
Q2 | $148M | Buy |
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|
2023
Q1 | $105M | Buy |
|
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|
2022
Q4 | $66.6M | Buy |
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|
2022
Q3 | $68.4M | Sell |
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|
2022
Q2 | $80.5M | Sell |
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|
2022
Q1 | $103M | Sell |
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|
2021
Q4 | $128M | Buy |
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|
2021
Q3 | $124M | Buy |
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|
2021
Q2 | $121M | Buy |
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|
2021
Q1 | $104M | Buy |
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|
2020
Q4 | $85.1M | Buy |
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|
2020
Q3 | $64.3M | Sell |
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|
2020
Q2 | $65.2M | Buy |
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|
2020
Q1 | $55.6M | Buy |
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|
2019
Q4 | $54.5M | Buy |
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|
2019
Q3 | $50.2M | Sell |
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|
2019
Q2 | $52.7M | Buy |
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|
2019
Q1 | $41.3M | Buy |
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|
2018
Q4 | $34.9M | Sell |
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|
2018
Q3 | $55.4M | Buy |
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|
2018
Q2 | $55.6M | Sell |
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|
2018
Q1 | $62.9M | Buy |
|
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|
2017
Q4 | $56.7M | Buy |
|
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|
2017
Q3 | $50.5M | Buy |
|
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|
2017
Q2 | $50.5M | Buy |
|
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|
2017
Q1 | $45.7M | Buy |
|
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|
2016
Q4 | $37.6M | Sell |
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|
2016
Q3 | $43.3M | Buy |
|
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|
2016
Q2 | $38.5M | Sell |
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|
2016
Q1 | $72.6M | Buy |
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|
2015
Q4 | $67.8M | Buy |
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|
2015
Q3 | $19.9M | Sell |
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|
2015
Q2 | $22.5M | Buy |
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|
2015
Q1 | $20.5M | Buy |
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|
2014
Q4 | $15.7M | Buy |
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|
2014
Q3 | $13.2M | Buy |
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|
2014
Q2 | $13M | Sell |
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|
2014
Q1 | $13.4M | Buy |
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|
2013
Q4 | $12.5M | Sell |
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|
2013
Q3 | $14.7M | Sell |
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|
2013
Q2 | $17.1M | Buy |
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