Merit Financial Group’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
Q3 | – | Sell |
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|
2025
Q2 | $129K | Sell |
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|
2025
Q1 | $147K | Sell |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $257K | Sell |
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|
2024
Q2 | $272K | Sell |
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|
2024
Q1 | $293K | Sell |
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|
2023
Q4 | $767K | Sell |
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|
2023
Q3 | $2.94M | Buy |
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|
2023
Q2 | $2.79M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $865K | Hold |
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|
2022
Q3 | $919K | Hold |
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|
2022
Q2 | $955K | Buy |
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