Summit Financial’s Invesco Preferred ETF PGX Stock Holding History

Summit Financial’s Portfolio PGX Stock Details PGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$558K	Sell
2025 Q1	$601K	Sell
2024 Q4	$635K	Buy
2024 Q3	$648K	Sell
2024 Q2	$641K	Buy
2024 Q1	$574K	Buy
2023 Q4	$354K	Buy