RDA Financial Network’s Invesco Preferred ETF PGX Stock Holding History

RDA Financial Network’s Portfolio PGX Stock Details PGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$195K	Sell	18,030 -275	-2%	-$3.03K	0.04%	284
2026 Q1	$199K	Sell	18,305 -300	-2%	-$3.39K	0.05%	273
2025 Q4	$209K	Hold	18,605	–	–	0.05%	258
2025 Q3	$216K	Hold	18,605	–	–	0.05%	249
2025 Q2	$207K	Hold	18,605	–	–	0.06%	250
2025 Q1	$209K	Sell	18,605 -1,500	-7%	-$17.4K	0.06%	236
2024 Q4	$232K	Sell	20,105 -2,500	-11%	-$30.1K	0.07%	221
2024 Q3	$279K	Hold	22,605	–	–	0.09%	192
2024 Q2	$261K	Sell	22,605 -8,045	-26%	-$93K	0.09%	197
2024 Q1	$364K	Sell	30,650 -6,000	-16%	-$70.7K	0.12%	157
2023 Q4	$420K	Sell	36,650 -850	-2%	-$9.28K	0.16%	137
2023 Q3	$411K	Sell	37,500 -2,700	-7%	-$30.2K	0.18%	127
2023 Q2	$457K	Sell	40,200 -500	-1%	-$5.67K	0.19%	116
2023 Q1	$467K	Sell	40,700 -4,000	-9%	-$48K	0.21%	111
2022 Q4	$500K	Sell	44,700 -8,760	-16%	-$101K	0.25%	95
2022 Q3	$635K	Sell	53,460 -2,570	-5%	-$32.3K	0.35%	83
2022 Q2	$691K	Buy	56,030 +670	+1%	+$8.42K	0.35%	82
2022 Q1	$751K	Sell	55,360 -20,600	-27%	-$287K	0.32%	79
2021 Q4	$1.14M	Buy	75,960 +200	+0.3%	+$2.98K	0.46%	61
2021 Q3	$1.14M	Sell	75,760 -500	-0.7%	-$7.59K	0.5%	60
2021 Q2	$1.17M	Sell	76,260 -900	-1%	-$13.6K	0.52%	58
2021 Q1	$1.16M	Hold	77,160	–	–	0.5%	57
2020 Q4	$1.18M	Sell	77,160 -1,650	-2%	-$24.8K	0.53%	56
2020 Q3	$1.16M	Buy	78,810 +10,300	+15%	+$151K	0.53%	54
2020 Q2	$967K	Buy	68,510 +6,550	+11%	+$91.8K	0.48%	62
2020 Q1	$815K	Sell	61,960 -360	-0.6%	-$5.18K	0.49%	55
2019 Q4	$939K	Sell	62,320 -550	-0.9%	-$8.21K	0.38%	68
2019 Q3	$932K	Buy	62,870 +50	+0.1%	+$744	0.4%	70
2019 Q2	$923K	Sell	62,820 -3,000	-5%	-$43.8K	0.42%	66
2019 Q1	$961K	Buy	+65,820	New	+$936K	0.45%	60

Other funds holding PGX

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return