JDM Financial Group’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	$26K	Buy	1,890 +27	+1%	+$384	0.01%	132
2025 Q4	$26.3K	Buy	1,863 +30	+2%	+$431	0.01%	129
2025 Q3	$26.8K	Buy	1,833 +28	+2%	+$405	0.01%	124
2025 Q2	$25.5K	Buy	1,805 +27	+2%	+$378	0.01%	122
2025 Q1	$25.4K	Buy	1,778 +27	+2%	+$396	0.01%	117
2024 Q4	$25.5K	Buy	1,751 +26	+2%	+$396	0.01%	117
2024 Q3	$27K	Buy	1,725 +25	+1%	+$380	0.01%	115
2024 Q2	$25K	Buy	1,700 +27	+2%	+$398	0.02%	105
2024 Q1	$25.5K	Buy	1,673 +24	+1%	+$361	0.02%	99
2023 Q4	$24K	Buy	1,649 +31	+2%	+$434	0.02%	95
2023 Q3	$22.8K	Buy	1,618 +23	+1%	+$328	0.02%	94
2023 Q2	$22.9K	Buy	1,595 +23	+1%	+$332	0.02%	97
2023 Q1	$22.8K	Buy	1,572 +22	+1%	+$337	0.02%	94
2022 Q4	$22.3K	Buy	+1,550	New	+$22.9K	0.02%	96