Mather Group’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
Sell
-100
Closed -$1.12K 1410
2025
Q1
$1.12K Buy
+100
New +$1.12K ﹤0.01% 1627
2023
Q2
Sell
-13,399
Closed -$154K 647
2023
Q1
$154K Sell
13,399
-13
-0.1% -$149 ﹤0.01% 504
2022
Q4
$150K Sell
13,412
-444
-3% -$4.96K ﹤0.01% 469
2022
Q3
$165K Buy
+13,856
New +$165K ﹤0.01% 459