MAI Capital Management’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	$9.05M	Buy	812,895 +231,501	+40%	+$2.58M	0.06%	251
2025 Q1	$6.52M	Sell	581,394 -27,807	-5%	-$312K	0.05%	285
2024 Q4	$7.02M	Buy	+609,201	New	+$7.02M	0.05%	281