Accel Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $571K | Sell |
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|
2025
Q2 | $743K | Sell |
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|
2025
Q1 | $756K | Sell |
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|
2024
Q4 | $845K | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $1.94M | Sell |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $2.32M | Buy |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.55M | Buy |
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|
2022
Q2 | $2.62M | Sell |
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|
2022
Q1 | $3M | Buy |
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|
2021
Q4 | $3.29M | Buy |
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|
2021
Q3 | $2.71M | Buy |
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|
2021
Q2 | $2.39M | Buy |
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|
2021
Q1 | $1.76M | Buy |
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|
2020
Q4 | $1.25M | Buy |
|