Rothschild Investment LLC’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
$7.2K Hold
647
﹤0.01% 1347
2025
Q1
$7.26K Hold
647
﹤0.01% 1276
2024
Q4
$7.46K Hold
647
﹤0.01% 1219
2024
Q3
$7.99K Hold
647
﹤0.01% 1170
2024
Q2
$7.47K Hold
647
﹤0.01% 1150
2024
Q1
$7.69K Buy
+647
New +$7.69K ﹤0.01% 1089