UP Strategic Wealth Investment 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 | $131K | Sell |
11,743
-1,820
| -13% | -$20.3K | 0.1% | 95 |
|
|
2025
Q1 | $152K | Buy |
13,563
+1,799
| +15% | +$20.2K | 0.14% | 85 |
|
|
2024
Q4 | $136K | Sell |
11,764
-2,413
| -17% | -$27.8K | 0.14% | 79 |
|
|
2024
Q3 | $175K | Hold |
14,177
| – | – | 0.2% | 78 |
|
|
2024
Q2 | $164K | Buy |
14,177
+2,271
| +19% | +$26.2K | 0.25% | 59 |
|
|
2024
Q1 | $141K | Sell |
11,906
-345
| -3% | -$4.1K | 0.23% | 59 |
|
|
2023
Q4 | $141K | Buy |
+12,251
| New | +$141K | 0.26% | 57 |
|