AWM
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Aprio Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Aprio Wealth Management’s Portfolio PGF Stock Details PGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,605
Closed -$153K – 137
2022
Q4 		$153K Buy
+10,605
New +$153K 0.05% 122