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Pines Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Pines Wealth Management’s Portfolio PGX Stock Details PGX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$407K Buy
36,076
+2,370
+7% +$26.7K 0.14% 151
2025
Q1 		$368K Buy
33,706
+3,386
+11% +$36.9K 0.17% 133
2024
Q4 		$344K Buy
+30,320
New +$344K 0.15% 146