Modern Wealth 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	$3.46M	Buy	25,839 +1,349	+6%	+$181K	0.09%	198
2025 Q1	$2.91M	Buy	24,490 +2,190	+10%	+$260K	0.09%	178
2024 Q4	$257K	Sell	22,300 -703	-3%	-$8.11K	0.01%	493
2024 Q3	$284K	Buy	+23,003	New	+$284K	0.02%	354