Principal Securities’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 | $1.48M | Sell |
132,720
-52,843
| -28% | -$588K | 0.03% | 503 |
|
|
2025
Q1 | $2.14M | Buy |
185,563
+3,873
| +2% | +$44.7K | 0.05% | 339 |
|
|
2024
Q4 | $2.09M | Sell |
181,690
-18,396
| -9% | -$212K | 0.05% | 341 |
|
|
2024
Q3 | $2.47M | Sell |
200,086
-6,829
| -3% | -$84.3K | 0.06% | 285 |
|
|
2024
Q2 | $2.39M | Sell |
206,915
-23,774
| -10% | -$275K | 0.07% | 268 |
|
|
2024
Q1 | $2.74M | Sell |
230,689
-10,558
| -4% | -$125K | 0.09% | 225 |
|
|
2023
Q4 | $2.77M | Buy |
+241,247
| New | +$2.77M | 0.1% | 190 |
|