Lord & Richards Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Lord & Richards Wealth Management’s Portfolio PGF Stock Details PGF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.26M	Buy
2025 Q2	$1.17M	Buy
2025 Q1	$522K	Buy