Sowell Financial Services’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	$278K	Buy	25,562 +70	+0.3%	+$791	0.01%	862
2025 Q4	$287K	Buy	25,492 +71	+0.3%	+$810	0.01%	853
2025 Q3	$295K	Buy	25,421 +171	+0.7%	+$1.96K	0.01%	818
2025 Q2	$281K	Sell	25,250 -54,567	-68%	-$601K	0.01%	813
2025 Q1	$896K	Sell	79,817 -151,575	-66%	-$1.75M	0.04%	418
2024 Q4	$2.67M	Buy	231,392 +7,576	+3%	+$91.1K	0.14%	158
2024 Q3	$2.76M	Buy	223,816 +28,287	+14%	+$338K	0.13%	182
2024 Q2	$2.26M	Buy	195,529 +170,989	+697%	+$1.98M	0.11%	193
2024 Q1	$292K	Buy	24,540 +181	+0.7%	+$2.13K	0.01%	512
2023 Q4	$279K	Sell	24,359 -56,632	-70%	-$618K	0.02%	497
2023 Q3	$887K	Buy	80,991 +44,527	+122%	+$498K	0.06%	320
2023 Q2	$415K	Buy	36,464 +2,321	+7%	+$26.3K	0.02%	481
2023 Q1	$392K	Sell	34,143 -3,216	-9%	-$38.6K	0.03%	500
2022 Q4	$418K	Buy	37,359 +1,248	+3%	+$14.4K	0.03%	453
2022 Q3	$429K	Buy	+36,111	New	+$454K	0.04%	335
2022 Q1	–	Sell	-48,406	Closed	-$726K	–	414
2021 Q4	$726K	Buy	48,406 +2,841	+6%	+$42.3K	0.04%	378
2021 Q3	$685K	Buy	45,565 +4,318	+10%	+$65.5K	0.05%	353
2021 Q2	$632K	Sell	41,247 -600	-1%	-$9.07K	0.04%	386
2021 Q1	$630K	Sell	41,847 -1,066	-2%	-$15.9K	0.02%	558
2020 Q4	$655K	Sell	42,913 -97	-0.2%	-$1.46K	0.03%	444
2020 Q3	$634K	Buy	43,010 +14,265	+50%	+$209K	0.03%	407
2020 Q2	$406K	Sell	28,745 -8	-0%	-$112	0.02%	509
2020 Q1	$378K	Buy	28,753 +33	+0.1%	+$475	0.03%	480
2019 Q4	$431K	Buy	28,720 +26,651	+1,288%	+$398K	0.03%	491
2019 Q3	$31K	Buy	+2,069	New	+$30.8K	﹤0.01%	1137
2018 Q4	–	Sell	-13,962	Closed	-$200K	–	516
2018 Q3	$200K	Buy	13,962 +5	+0%	+$73	0.03%	333
2018 Q2	$202K	Buy	+13,957	New	+$202K	0.04%	270