Wealthspire Advisors (New York)’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 | $540K | Sell |
48,536
-6,538
| -12% | -$72.8K | ﹤0.01% | 522 |
|
|
2025
Q1 | $618K | Sell |
55,074
-24,816
| -31% | -$278K | ﹤0.01% | 469 |
|
|
2024
Q4 | $921K | Sell |
79,890
-37,905
| -32% | -$437K | 0.01% | 384 |
|
|
2024
Q3 | $1.45M | Buy |
117,795
+24,123
| +26% | +$298K | 0.01% | 305 |
|
|
2024
Q2 | $1.08M | Sell |
93,672
-23,436
| -20% | -$271K | 0.01% | 303 |
|
|
2024
Q1 | $1.39M | Sell |
117,108
-73,368
| -39% | -$872K | 0.02% | 258 |
|
|
2023
Q4 | $2.18M | Buy |
190,476
+2,908
| +2% | +$33.4K | 0.03% | 180 |
|
|
2023
Q3 | $2.05M | Buy |
+187,568
| New | +$2.05M | 0.03% | 168 |
|
|
2020
Q2 | – | Sell |
-14,311
| Closed | -$188K | – | 458 |
|
|
2020
Q1 | $188K | Buy |
+14,311
| New | +$188K | 0.01% | 504 |
|