Institutional & Family Asset Management’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
2024 Q2	$6.51K	Hold	442	–	–	﹤0.01%	464
2024 Q1	$6.74K	Hold	442	–	–	﹤0.01%	458
2023 Q4	$6.44K	Hold	442	–	–	﹤0.01%	448
2023 Q3	$6.22K	Hold	442	–	–	﹤0.01%	436
2023 Q2	$6.34K	Hold	442	–	–	﹤0.01%	442
2023 Q1	$6.42K	Hold	442	–	–	﹤0.01%	442
2022 Q4	$6.37K	Hold	442	–	–	﹤0.01%	434
2022 Q3	$7K	Hold	442	–	–	﹤0.01%	429
2022 Q2	$7K	Hold	442	–	–	﹤0.01%	443
2022 Q1	$7K	Hold	442	–	–	﹤0.01%	496
2021 Q4	$8K	Hold	442	–	–	﹤0.01%	482
2021 Q3	$8K	Hold	442	–	–	﹤0.01%	588
2021 Q2	$9K	Hold	442	–	–	﹤0.01%	613
2021 Q1	$8K	Hold	442	–	–	﹤0.01%	607
2020 Q4	$8K	Hold	442	–	–	﹤0.01%	578
2020 Q3	$8K	Hold	442	–	–	﹤0.01%	521
2020 Q2	$8K	Hold	442	–	–	﹤0.01%	518
2020 Q1	$7K	Hold	442	–	–	﹤0.01%	499
2019 Q4	$8K	Hold	442	–	–	﹤0.01%	539
2019 Q3	$8K	Hold	442	–	–	﹤0.01%	510
2019 Q2	$8K	Hold	442	–	–	﹤0.01%	532
2019 Q1	$8K	Hold	442	–	–	﹤0.01%	542
2018 Q4	$8K	Hold	442	–	–	﹤0.01%	515
2018 Q3	$8K	Hold	442	–	–	﹤0.01%	559
2018 Q2	$8K	Hold	442	–	–	﹤0.01%	565
2018 Q1	$8K	Buy	+442	New	+$8K	﹤0.01%	543