Independent Advisor Alliance’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
Q1 | – | Sell |
-13,287
| Closed | -$193K | – | 1202 |
|
|
2024
Q4 | $193K | Buy |
+13,287
| New | +$193K | ﹤0.01% | 1293 |
|
|
2020
Q1 | – | Sell |
-31,450
| Closed | -$593K | – | 710 |
|
|
2019
Q4 | $593K | Buy |
+31,450
| New | +$593K | 0.03% | 490 |
|
|
2017
Q2 | – | Sell |
-16,950
| Closed | -$318K | – | 350 |
|
|
2017
Q1 | $318K | Buy |
+16,950
| New | +$318K | 0.05% | 290 |
|