William Blair & Company’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
Q2 | $4.05M | Sell |
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|
2025
Q1 | $4.31M | Buy |
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|
2024
Q4 | $4.43M | Sell |
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|
2024
Q3 | $4.92M | Buy |
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|
2024
Q2 | $4.56M | Buy |
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|
2024
Q1 | $4.22M | Buy |
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|
2023
Q4 | $3.47M | Buy |
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|
2023
Q3 | $3.28M | Buy |
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|
2023
Q2 | $3.14M | Buy |
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|
2023
Q1 | $2.68M | Sell |
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|
2022
Q4 | $2.96M | Buy |
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|
2022
Q3 | $2.62M | Buy |
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|
2022
Q2 | $726K | Sell |
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|
2022
Q1 | $925K | Sell |
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|
2021
Q4 | $11.2M | Buy |
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|
2021
Q3 | $3.17M | Buy |
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|
2021
Q2 | $1.73M | Sell |
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|
2021
Q1 | $1.84M | Sell |
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|
2020
Q4 | $1.96M | Sell |
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|
2020
Q3 | $1.91M | Sell |
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|
2020
Q2 | $2.27M | Sell |
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|
2020
Q1 | $2.93M | Buy |
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|
2019
Q4 | $3.21M | Buy |
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|
2019
Q3 | $2.02M | Buy |
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|
2019
Q2 | $1.67M | Buy |
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|
2019
Q1 | $1.38M | Buy |
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|
2018
Q4 | $1.18M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $27K | Sell |
|
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|
2018
Q1 | $1.48M | Sell |
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|
2017
Q4 | $1.71M | Buy |
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|
2017
Q3 | $1.55M | Buy |
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|
2017
Q2 | $1.46M | Buy |
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|
2017
Q1 | $1.42M | Sell |
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|
2016
Q4 | $1.41M | Sell |
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|
2016
Q3 | $1.55M | Buy |
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|
2016
Q2 | $1.2M | Buy |
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