NewEdge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $552K | Buy |
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|
2025
Q2 | $381K | Buy |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $438K | Buy |
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|
2024
Q3 | $449K | Buy |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $571K | Sell |
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|
2023
Q1 | $574K | Sell |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | $466K | Sell |
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|
2022
Q2 | $819K | Sell |
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|
2022
Q1 | $900K | Buy |
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|
2021
Q4 | $848K | Buy |
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|
2021
Q3 | $851K | Sell |
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|
2021
Q2 | $890K | Sell |
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|
2021
Q1 | $901K | Sell |
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|
2020
Q4 | $977K | Sell |
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|
2020
Q3 | $964K | Buy |
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|
2020
Q2 | $467K | Sell |
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|
2020
Q1 | $512K | Sell |
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|
2019
Q4 | $583K | Sell |
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|
2019
Q3 | $580K | Buy |
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|
2019
Q2 | $566K | Sell |
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|
2019
Q1 | $600K | Sell |
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|
2018
Q4 | $639 | Sell |
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|
2018
Q3 | $739K | Sell |
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|
2018
Q2 | $836 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $11.5K | Buy |
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