Ancora Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $275K | Hold |
20,000
| – | – | 0.01% | 641 |
|
|
2025
Q4 | $283K | Hold |
20,000
| – | – | 0.01% | 658 |
|
|
2025
Q3 | $292K | Hold |
20,000
| – | – | 0.01% | 647 |
|
|
2025
Q2 | $282K | Buy |
20,000
+10,000
| +100% | +$140K | 0.01% | 657 |
|
|
2025
Q1 | $143K | Hold |
10,000
| – | – | ﹤0.01% | 791 |
|
|
2024
Q4 | $146K | Sell |
10,000
-150
| -1% | -$2.28K | ﹤0.01% | 783 |
|
|
2024
Q3 | $159K | Hold |
10,150
| – | – | ﹤0.01% | 737 |
|
|
2024
Q2 | $150K | Buy |
10,150
+10,000
| +6,667% | +$148K | ﹤0.01% | 730 |
|
|
2024
Q1 | $2.29K | Hold |
150
| – | – | ﹤0.01% | 1538 |
|
|
2023
Q4 | $2.19K | Hold |
150
| – | – | ﹤0.01% | 1474 |
|
|
2023
Q3 | $2.11K | Hold |
150
| – | – | ﹤0.01% | 1484 |
|
|
2023
Q2 | $2.15K | Hold |
150
| – | – | ﹤0.01% | 1475 |
|
|
2023
Q1 | $2.18K | Hold |
150
| – | – | ﹤0.01% | 1513 |
|
|
2022
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 1602 |
|
|
2022
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 1810 |
|
|
2022
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 1963 |
|
|
2022
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 2081 |
|
|
2021
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 2140 |
|
|
2021
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 2002 |
|
|
2021
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 1783 |
|
|
2021
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 1608 |
|
|
2020
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 1350 |
|
|
2020
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 1293 |
|
|
2020
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 1251 |
|
|
2020
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 1339 |
|
|
2019
Q4 | $3K | Buy |
+150
| New | +$2.81K | ﹤0.01% | 1304 |
|
|
2018
Q4 | – | Sell |
-1,150
| Closed | -$21K | – | 1036 |
|
|
2018
Q3 | $21K | Buy |
+1,150
| New | +$21.1K | ﹤0.01% | 1066 |
|
|
2017
Q1 | – | Sell |
-1,431
| Closed | -$26K | – | 964 |
|
|
2016
Q4 | $26K | Buy |
+1,431
| New | +$26.3K | ﹤0.01% | 892 |
|
Other funds holding PGF
IRC
PAG
NSIM
EW
SAW