Simplicity Wealth’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$143K Buy
2024
Q3
Sell
2024
Q2
$127K Sell
2024
Q1
$199K Buy
2022
Q3
Sell
2022
Q2
$1.36M Sell
2022
Q1
$2.24M Sell
2021
Q4
$3.58M Buy