Want to track PGX and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Invesco Preferred ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Nemes Rush Group LLC Nemes Rush Group LLC | 1,252 | $13,622 | $13,615.5 | -$6.5 | -0.05% |
 Megan J. Lottier Rockwood Wealth Management, LLC | 10,535 | $118,414 | $114,462.77 | -$3,951.23 | -3.34% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 65,126 | $743,868.15 | $707,593.99 | -$36,274.16 | -4.88% |
 Christopher C. Powers Farther Finance Advisors, LLC | 21,389 | $240,968.01 | $232,284.54 | -$8,683.47 | -3.6% |
 Jae Cho Marex Group plc | 32,000 | $359,679.99 | $347,680 | -$11,999.99 | -3.34% |
 Jesse Steele Etesian Wealth Advisors, Inc. | 50,048 | $562,621.77 | $543,771.52 | -$18,850.25 | -3.35% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 16,779 | $199,616.07 | $182,377.66 | -$17,238.41 | -8.64% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 12,232 | $132,595 | $132,900.68 | $305.68 | 0.23% |
| KS Kristi Shields ROGCO, LP | 3,053 | $35,262.21 | $33,170.84 | -$2,091.37 | -5.93% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 70,663 | $789,659.87 | $768,064.41 | -$21,595.46 | -2.73% |
 James Rankin Modern Wealth Management, LLC | 25,268 | $281,266.06 | $274,648 | -$6,618.06 | -2.35% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 925 | $10,064 | $10,050.12 | -$13.88 | -0.14% |
 Michelle Taylor BALANCED WEALTH GROUP LLC | 41,237 | $476,901.31 | $448,040 | -$28,861.31 | -6.05% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 917 | $10,692.17 | $9,963.2 | -$728.97 | -6.82% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 13,403 | $158,394.01 | $145,623.59 | -$12,770.42 | -8.06% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 27,098 | $314,295.8 | $294,555.26 | -$19,740.54 | -6.28% |
 Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 11,725 | $134,217.82 | $127,392.12 | -$6,825.7 | -5.09% |
 Tammy Trenta FF Advisors,LLC | 34,527 | $393,053.67 | $375,135.85 | -$17,917.82 | -4.56% |
 Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,467 | $48,601 | $48,511.62 | -$89.38 | -0.18% |
 Brian Krause Cascade Financial Partners, LLC | 38,523 | $432,228.7 | $418,552.39 | -$13,676.31 | -3.16% |
