EP Wealth 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
2020 Q1	–	Sell	-20,600	Closed	-$389K	–	415
2019 Q4	$389K	Buy	+20,600	New	+$389K	0.02%	302