AE 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 | $34.4K | Hold |
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|
2025
Q2 | $33.2K | Sell |
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|
2025
Q1 | $34.6K | Hold |
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|
2024
Q4 | $35.2K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $145K | Sell |
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|
2023
Q2 | $177K | Buy |
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|
2023
Q1 | $166K | Sell |
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|
2022
Q4 | $178K | Buy |
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|
2022
Q3 | $161K | Sell |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | $189K | Sell |
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|
2021
Q4 | $610K | Buy |
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|
2021
Q3 | $593K | Sell |
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|
2021
Q2 | $857K | Buy |
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|
2021
Q1 | $801K | Buy |
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|
2020
Q4 | $199K | Sell |
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|
2020
Q3 | $251K | Sell |
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|
2020
Q2 | $252K | Buy |
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|
2020
Q1 | $230K | Sell |
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|
2019
Q4 | $391K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.47M | Buy |
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|
2018
Q4 | $1.37M | Sell |
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|
2018
Q3 | $1.44M | Buy |
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|
2018
Q2 | $1.28M | Buy |
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|
2018
Q1 | $988K | Buy |
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|
2017
Q4 | $771K | Buy |
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|
2017
Q3 | $751K | Sell |
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|
2017
Q2 | $776K | Buy |
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|
2017
Q1 | $371K | Buy |
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|
2016
Q4 | $302K | Buy |
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