Founders Financial Alliance’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
2026 Q1	$11.4K	Buy	+826	New	+$11.8K	﹤0.01%	623
2025 Q4	–	Sell	-1,556	Closed	-$22.7K	–	684
2025 Q3	$22.7K	Buy	+1,556	New	+$22.5K	﹤0.01%	556
2025 Q1	–	Sell	-826	Closed	-$12K	–	639
2024 Q4	$12K	Hold	826	–	–	﹤0.01%	472
2024 Q3	$12.9K	Hold	826	–	–	﹤0.01%	477
2024 Q2	$12.2K	Hold	826	–	–	﹤0.01%	464
2024 Q1	$12.6K	Sell	826 -57	-6%	-$857	﹤0.01%	464
2023 Q4	$12.9K	Sell	883 -1,240	-58%	-$17.3K	0.01%	417
2023 Q3	$29.9K	Hold	2,123	–	–	0.01%	355
2023 Q2	$30.5K	Sell	2,123 -799	-27%	-$11.5K	0.01%	381
2023 Q1	$42.9K	Sell	2,922 -1,275	-30%	-$19.5K	0.02%	314
2022 Q4	$60.4K	Sell	4,197 -230	-5%	-$3.4K	0.03%	303
2022 Q3	$67K	Buy	4,427 +1,091	+33%	+$17.3K	0.03%	292
2022 Q2	$52K	Sell	3,336 -1,055	-24%	-$16.6K	0.03%	330
2022 Q1	$74K	Buy	4,391 +2	+0%	+$35	0.03%	286
2021 Q4	$83K	Buy	4,389 +3	+0.1%	+$56	0.03%	315
2021 Q3	$83K	Buy	4,386 +3	+0.1%	+$57	0.04%	292
2021 Q2	$84K	Buy	4,383 +1	+0%	+$19	0.04%	310
2021 Q1	$82K	Sell	4,382 -1,499	-25%	-$28.1K	0.04%	291
2020 Q4	$112K	Buy	5,881 +1,370	+30%	+$26K	0.06%	235
2020 Q3	$84K	Buy	+4,511	New	+$83.8K	0.05%	294