Bartlett & Co Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Bartlett & Co Wealth Management’s Portfolio PGF Stock Details PGF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$13.9K	Hold
2025 Q2	$13.4K	Hold
2025 Q1	$13.6K	Hold
2024 Q4	$13.8K	Hold
2024 Q3	$14.9K	Hold
2024 Q2	$14K	Sell
2024 Q1	$136K	Sell
2023 Q4	$175K	Hold
2023 Q3	$168K	Hold
2023 Q2	$171K	Buy