SOA Wealth Advisors’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
2026 Q1	$17.7K	Buy	1,627 +25	+2%	+$283	﹤0.01%	513
2025 Q4	$18K	Buy	1,602 +25	+2%	+$285	﹤0.01%	521
2025 Q3	$18.3K	Buy	1,577 +23	+1%	+$263	﹤0.01%	531
2025 Q2	$17.3K	Sell	1,554 -756	-33%	-$8.33K	﹤0.01%	530
2025 Q1	$25.9K	Buy	2,310 +34	+1%	+$393	0.01%	428
2024 Q4	$26.2K	Buy	2,276 +33	+1%	+$397	﹤0.01%	413
2024 Q3	$27.7K	Buy	2,243 +32	+1%	+$382	0.01%	402
2024 Q2	$25.5K	Sell	2,211 -702	-24%	-$8.11K	0.01%	403
2024 Q1	$34.6K	Buy	2,913 +41	+1%	+$483	0.01%	356
2023 Q4	$32.9K	Buy	2,872 +18	+0.6%	+$196	0.01%	347
2023 Q3	$31.3K	Buy	2,854 +44	+2%	+$492	0.01%	345
2023 Q2	$31.9K	Buy	2,810 +45	+2%	+$511	0.01%	345
2023 Q1	$31.7K	Buy	2,765 +40	+1%	+$480	0.01%	345
2022 Q4	$30.5K	Buy	2,725 +43	+2%	+$497	0.01%	344
2022 Q3	$31K	Buy	2,682 +50	+2%	+$629	0.01%	318
2022 Q2	$32K	Buy	2,632 +34	+1%	+$427	0.01%	313
2022 Q1	$35K	Buy	2,598 +30	+1%	+$418	0.01%	362
2021 Q4	$38K	Buy	2,568 +30	+1%	+$447	0.01%	336
2021 Q3	$38K	Buy	2,538 +25	+1%	+$379	0.01%	346
2021 Q2	$38K	Buy	2,513 +15	+0.6%	+$227	0.01%	349
2021 Q1	$37K	Sell	2,498 -15	-0.6%	-$223	0.01%	305
2020 Q4	$37K	Buy	+2,513	New	+$37.7K	0.01%	301