Principal Financial 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 | $2.38M | Buy |
214,012
+162,686
| +317% | +$1.81M | ﹤0.01% | 1776 |
|
|
2025
Q1 | $576K | Sell |
51,326
-666,255
| -93% | -$7.48M | ﹤0.01% | 1916 |
|
|
2024
Q4 | $8.27M | Buy |
717,581
+622,895
| +658% | +$7.18M | ﹤0.01% | 1383 |
|
|
2024
Q3 | $1.17M | Buy |
94,686
+81,764
| +633% | +$1.01M | ﹤0.01% | 1834 |
|
|
2024
Q2 | $149K | Buy |
+12,922
| New | +$149K | ﹤0.01% | 2181 |
|
|
2024
Q1 | – | Sell |
-602,725
| Closed | -$6.91M | – | 2477 |
|
|
2023
Q4 | $6.91M | Buy |
602,725
+586,058
| +3,516% | +$6.72M | ﹤0.01% | 1452 |
|
|
2023
Q3 | $183K | Sell |
16,667
-103,577
| -86% | -$1.13M | ﹤0.01% | 2184 |
|
|
2023
Q2 | $1.37M | Sell |
120,244
-53,346
| -31% | -$607K | ﹤0.01% | 1800 |
|
|
2023
Q1 | $1.99M | Sell |
173,590
-910,279
| -84% | -$10.5M | ﹤0.01% | 1762 |
|
|
2022
Q4 | $12.1M | Buy |
1,083,869
+824,967
| +319% | +$9.22M | 0.01% | 1135 |
|
|
2022
Q3 | $3.08M | Sell |
258,902
-83,372
| -24% | -$991K | ﹤0.01% | 1640 |
|
|
2022
Q2 | $4.22M | Buy |
+342,274
| New | +$4.22M | ﹤0.01% | 1613 |
|