Lord & Richards Wealth 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
2025 Q2	$1.17M	Buy	83,216 +46,636	+127%	+$658K	1.23%	26
2025 Q1	$522K	Buy	+36,580	New	+$522K	0.59%	46