Synergy Asset Management’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 Q1	–	Sell	-322,684	Closed	-$3.99M	–	633
2024 Q4	$3.99M	Hold	322,684	–	–	0.31%	59
2024 Q3	$3.99M	Buy	+322,684	New	+$3.99M	0.61%	39