Stratos Wealth Advisors’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
$115K Sell
10,339
-154
-1% -$1.71K 0.01% 652
2025
Q1
$118K Sell
10,493
-143
-1% -$1.61K 0.01% 645
2024
Q4
$123K Buy
10,636
+9
+0.1% +$104 0.01% 695
2024
Q3
$131K Sell
10,627
-4,223
-28% -$52.2K 0.01% 715
2024
Q2
$172K Buy
14,850
+2,170
+17% +$25.1K 0.01% 675
2024
Q1
$151K Sell
12,680
-348
-3% -$4.13K 0.01% 642
2023
Q4
$149K Sell
13,028
-253
-2% -$2.9K 0.01% 657
2023
Q3
$145K Sell
13,281
-7
-0.1% -$77 0.01% 639
2023
Q2
$151K Buy
13,288
+21
+0.2% +$239 0.01% 605
2023
Q1
$152K Sell
13,267
-623
-4% -$7.15K 0.01% 582
2022
Q4
$155K Buy
+13,890
New +$155K 0.01% 552