B. Riley 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
Q3 | – | Sell |
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|
2025
Q2 | $315K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $169K | Buy |
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|
2022
Q3 | $170K | Buy |
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|
2022
Q2 | $168K | Sell |
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|
2022
Q1 | $211K | Buy |
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|
2021
Q4 | $231K | Buy |
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $278K | Sell |
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|
2021
Q1 | $295K | Sell |
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|
2020
Q4 | $322K | Sell |
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|
2020
Q3 | $522K | Buy |
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|
2020
Q2 | $318K | Sell |
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|
2020
Q1 | $337K | Buy |
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|
2019
Q4 | $339K | Buy |
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|
2019
Q3 | $216K | Buy |
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|
2019
Q2 | $191K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $311K | Sell |
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|
2018
Q2 | $340K | Sell |
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|
2018
Q1 | $376K | Sell |
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|
2017
Q4 | $692K | Buy |
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|
2017
Q3 | $624K | Buy |
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|
2017
Q2 | $626K | Buy |
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|
2017
Q1 | $610K | Buy |
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|
2016
Q4 | $586K | Buy |
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|
2016
Q3 | $377K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $336K | Buy |
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|
2015
Q4 | $245K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $97 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $59.5K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $113K | Buy |
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