Summit Financial’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 | $558K | Sell |
50,104
-3,495
| -7% | -$38.9K | 0.01% | 552 |
|
|
2025
Q1 | $601K | Sell |
53,599
-1,436
| -3% | -$16.1K | 0.02% | 471 |
|
|
2024
Q4 | $635K | Buy |
55,035
+2,555
| +5% | +$29.5K | 0.02% | 406 |
|
|
2024
Q3 | $648K | Sell |
52,480
-2,997
| -5% | -$37K | 0.03% | 329 |
|
|
2024
Q2 | $641K | Buy |
55,477
+7,157
| +15% | +$82.7K | 0.03% | 289 |
|
|
2024
Q1 | $574K | Buy |
48,320
+17,498
| +57% | +$208K | 0.03% | 235 |
|
|
2023
Q4 | $354K | Buy |
+30,822
| New | +$354K | 0.02% | 278 |
|