Global Retirement Partners’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
2025
Q2
$4.23K Buy
+300
New +$4.23K ﹤0.01% 2972
2024
Q4
$4.37K Hold
300
﹤0.01% 2743
2024
Q3
$4.7K Hold
300
﹤0.01% 2586
2024
Q2
$4.42K Hold
300
﹤0.01% 2668
2024
Q1
$4.57K Sell
300
-976
-76% -$14.9K ﹤0.01% 2430
2023
Q4
$18.9K Buy
1,276
+300
+31% +$4.44K ﹤0.01% 1785
2023
Q3
$13.3K Sell
976
-2,168
-69% -$29.5K ﹤0.01% 1834
2023
Q2
$45.1K Sell
3,144
-812
-21% -$11.7K ﹤0.01% 1326
2023
Q1
$56.1K Hold
3,956
﹤0.01% 1183
2022
Q4
$57K Buy
3,956
+2,980
+305% +$42.9K ﹤0.01% 1029
2022
Q3
$14K Sell
976
-517
-35% -$7.42K ﹤0.01% 1544
2022
Q2
$23K Hold
1,493
﹤0.01% 1301
2022
Q1
$23K Buy
+1,493
New +$23K ﹤0.01% 1307
2017
Q1
Sell
-22
Closed 1127
2016
Q4
$0 Buy
+22
New ﹤0.01% 1039