Madison Wealth Partners’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Sell |
70,395
-19,705
| -22% | -$219K | 0.17% | 63 |
|
|
2025
Q1 | $1.01M | Hold |
90,100
| – | – | 0.25% | 51 |
|
|
2024
Q4 | $1.04M | Sell |
90,100
-8,245
| -8% | -$95.1K | 0.29% | 46 |
|
|
2024
Q3 | $1.21M | Sell |
98,345
-2,314
| -2% | -$28.6K | 0.36% | 37 |
|
|
2024
Q2 | $1.16M | Sell |
100,659
-152
| -0.2% | -$1.76K | 0.4% | 32 |
|
|
2024
Q1 | $1.2M | Sell |
100,811
-2,259
| -2% | -$26.8K | 0.43% | 31 |
|
|
2023
Q4 | $1.18M | Buy |
+103,070
| New | +$1.18M | 0.47% | 30 |
|