Prosperity Consulting Group’s Invesco Preferred ETF PGX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$920K Sell
82,640
-3,334
-4% -$37.1K 0.07% 238
2025
Q1
$965K Sell
85,974
-446
-0.5% -$5K 0.07% 226
2024
Q4
$996K Buy
86,420
+8,724
+11% +$101K 0.08% 227
2024
Q3
$960K Buy
+77,696
New +$960K 0.07% 235