Aptus Capital Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $116K | Buy |
8,194
+2,640
| +48% | +$37.2K | ﹤0.01% | 1043 |
|
2025
Q1 | $79.3K | Buy |
5,554
+4,737
| +580% | +$67.6K | ﹤0.01% | 1041 |
|
2024
Q4 | $11.9K | Buy |
+817
| New | +$11.9K | ﹤0.01% | 1255 |
|
2021
Q3 | – | Sell |
-2,645
| Closed | -$51K | – | 564 |
|
2021
Q2 | $51K | Hold |
2,645
| – | – | ﹤0.01% | 407 |
|
2021
Q1 | $50K | Buy |
+2,645
| New | +$50K | ﹤0.01% | 380 |
|