Arkadios Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $186K | Sell |
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|
2024
Q3 | $227K | Buy |
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|
2024
Q2 | $188K | Buy |
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|
2024
Q1 | $186K | Hold |
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|
2023
Q4 | $178K | Sell |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $490K | Buy |
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|
2022
Q4 | $408K | Buy |
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|
2022
Q3 | $425K | Buy |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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