WAG
Wiser Advisor Group’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27,318
| Closed | -$307K | – | 193 |
|
|
2025
Q1 | $307K | Buy |
27,318
+42
| +0.2% | +$471 | 0.45% | 42 |
|
|
2024
Q4 | $314K | Sell |
27,276
-1,976
| -7% | -$22.8K | 0.46% | 39 |
|
|
2024
Q3 | $361K | Sell |
29,252
-2,334
| -7% | -$28.8K | 0.54% | 37 |
|
|
2024
Q2 | $365K | Buy |
31,586
+39
| +0.1% | +$450 | 0.57% | 36 |
|
|
2024
Q1 | $375K | Buy |
31,547
+37
| +0.1% | +$440 | 0.59% | 38 |
|
|
2023
Q4 | $361K | Buy |
+31,510
| New | +$361K | 0.6% | 35 |
|