Prospera Financial Services’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 | $442K | Buy |
39,723
+2,054
| +5% | +$22.9K | 0.01% | 954 |
|
|
2025
Q1 | $423K | Sell |
37,669
-131
| -0.3% | -$1.47K | 0.01% | 850 |
|
|
2024
Q4 | $436K | Buy |
37,800
+90
| +0.2% | +$1.04K | 0.01% | 787 |
|
|
2024
Q3 | $466K | Sell |
37,710
-903
| -2% | -$11.2K | 0.01% | 749 |
|
|
2024
Q2 | $446K | Buy |
38,613
+8,989
| +30% | +$104K | 0.01% | 752 |
|
|
2024
Q1 | $352K | Sell |
29,624
-2,167
| -7% | -$25.7K | 0.01% | 842 |
|
|
2023
Q4 | $365K | Buy |
31,791
+301
| +1% | +$3.45K | 0.01% | 768 |
|
|
2023
Q3 | $345K | Buy |
31,490
+1,763
| +6% | +$19.3K | 0.01% | 746 |
|
|
2023
Q2 | $338K | Buy |
29,727
+669
| +2% | +$7.61K | 0.01% | 747 |
|
|
2023
Q1 | $334K | Sell |
29,058
-435
| -1% | -$4.99K | 0.01% | 756 |
|
|
2022
Q4 | $330K | Buy |
29,493
+3,647
| +14% | +$40.8K | 0.02% | 667 |
|
|
2022
Q3 | $307K | Sell |
25,846
-6,200
| -19% | -$73.6K | 0.02% | 647 |
|
|
2022
Q2 | $395K | Sell |
32,046
-697
| -2% | -$8.59K | 0.02% | 576 |
|
|
2022
Q1 | $444K | Sell |
32,743
-422
| -1% | -$5.72K | 0.02% | 627 |
|
|
2021
Q4 | $497K | Buy |
33,165
+1,600
| +5% | +$24K | 0.02% | 575 |
|
|
2021
Q3 | $474K | Buy |
31,565
+5,795
| +22% | +$87K | 0.02% | 550 |
|
|
2021
Q2 | $395K | Buy |
25,770
+3,327
| +15% | +$51K | 0.02% | 590 |
|
|
2021
Q1 | $336K | Buy |
22,443
+779
| +4% | +$11.7K | 0.02% | 590 |
|
|
2020
Q4 | $330K | Buy |
21,664
+800
| +4% | +$12.2K | 0.02% | 512 |
|
|
2020
Q3 | $307K | Sell |
20,864
-272
| -1% | -$4K | 0.12% | 154 |
|
|
2020
Q2 | $298K | Buy |
+21,136
| New | +$298K | 0.03% | 443 |
|
|
2018
Q3 | – | Sell |
-14,246
| Closed | -$208K | – | 445 |
|
|
2018
Q2 | $208K | Buy |
14,246
+3,021
| +27% | +$44.1K | 0.03% | 423 |
|
|
2018
Q1 | $163K | Sell |
11,225
-12,401
| -52% | -$180K | 0.02% | 425 |
|
|
2017
Q4 | $350K | Buy |
23,626
+4,674
| +25% | +$69.2K | 0.05% | 281 |
|
|
2017
Q3 | $285K | Buy |
18,952
+3,627
| +24% | +$54.5K | 0.04% | 332 |
|
|
2017
Q2 | $232K | Buy |
15,325
+936
| +7% | +$14.2K | 0.04% | 358 |
|
|
2017
Q1 | $214K | Buy |
14,389
+398
| +3% | +$5.92K | 0.04% | 333 |
|
|
2016
Q4 | $200K | Buy |
+13,991
| New | +$200K | 0.04% | 362 |
|