Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $271K | Sell |
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|
2025
Q2 | $266K | Sell |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $281K | Hold |
|
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|
2024
Q3 | $302K | Sell |
|
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|
2024
Q2 | $289K | Hold |
|
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|
2024
Q1 | $299K | Hold |
|
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|
2023
Q4 | $286K | Sell |
|
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|
2023
Q3 | $280K | Hold |
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|
2023
Q2 | $286K | Hold |
|
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|
2023
Q1 | $289K | Sell |
|
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|
2022
Q4 | $290K | Hold |
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|
2022
Q3 | $303K | Hold |
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|
2022
Q2 | $313K | Hold |
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|
2022
Q1 | $341K | Hold |
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|
2021
Q4 | $379K | Sell |
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|
2021
Q3 | $384K | Hold |
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|
2021
Q2 | $391K | Hold |
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|
2021
Q1 | $383K | Hold |
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|
2020
Q4 | $390K | Sell |
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|
2020
Q3 | $383K | Sell |
|
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|
2020
Q2 | $600K | Buy |
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|
2020
Q1 | $557K | Buy |
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|
2019
Q4 | $613K | Buy |
|
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|
2019
Q3 | $602K | Buy |
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|
2019
Q2 | $565K | Buy |
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|
2019
Q1 | $526K | Buy |
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|
2018
Q4 | $480K | Buy |
|
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|
2018
Q2 | – | Sell |
|
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|
2018
Q1 | $560K | Buy |
|
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|
2017
Q4 | $537K | Buy |
|
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|
2017
Q3 | $481K | Hold |
|
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|
2017
Q2 | $484K | Buy |
|
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|
2014
Q4 | – | Sell |
|
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|
2014
Q3 | $8K | Hold |
|
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|
2014
Q2 | $8K | Hold |
|
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|
2014
Q1 | $8K | Hold |
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|
2013
Q4 | $8K | Hold |
|
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|
2013
Q3 | $8K | Sell |
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|
2013
Q2 | $2.76M | Buy |
|