Wealthspire Advisors (New York)’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $461K | Sell |
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|
2025
Q2 | $540K | Sell |
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|
2025
Q1 | $618K | Sell |
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|
2024
Q4 | $921K | Sell |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $2.18M | Buy |
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|
2023
Q3 | $2.05M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $188K | Buy |
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