LJI 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
2026 Q1	$563K	Sell	40,935 -585	-1%	-$8.33K	0.09%	92
2025 Q4	$587K	Buy	41,520 +584	+1%	+$8.38K	0.09%	94
2025 Q3	$598K	Buy	40,936 +565	+1%	+$8.17K	0.1%	74
2025 Q2	$570K	Sell	40,371 -2,349	-5%	-$32.9K	0.1%	84
2025 Q1	$610K	Sell	42,720 -617	-1%	-$9.06K	0.12%	74
2024 Q4	$631K	Sell	43,337 -71	-0.2%	-$1.08K	0.12%	73
2024 Q3	$680K	Buy	43,408 +6,894	+19%	+$105K	0.14%	78
2024 Q2	$538K	Buy	36,514 +472	+1%	+$6.97K	0.12%	92
2024 Q1	$549K	Sell	36,042 -889	-2%	-$13.4K	0.14%	72
2023 Q4	$538K	Sell	36,931 -6,220	-14%	-$87K	0.14%	85
2023 Q3	$607K	Sell	43,151 -63	-0.1%	-$898	0.17%	67
2023 Q2	$620K	Sell	43,214 -371	-0.9%	-$5.35K	0.18%	65
2023 Q1	$633K	Buy	43,585 +1,223	+3%	+$18.7K	0.2%	55
2022 Q4	$610K	Buy	+42,362	New	+$627K	0.21%	55