Novak & Powell Financial Services’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 | $183K | Sell |
12,974
-325
| -2% | -$4.59K | 0.13% | 140 |
|
|
2025
Q1 | $190K | Buy |
13,299
+67
| +0.5% | +$957 | 0.12% | 148 |
|
|
2024
Q4 | $193K | Buy |
13,232
+75
| +0.6% | +$1.09K | 0.11% | 143 |
|
|
2024
Q3 | $206K | Sell |
13,157
-224
| -2% | -$3.51K | 0.12% | 150 |
|
|
2024
Q2 | $197K | Buy |
13,381
+13
| +0.1% | +$191 | 0.12% | 146 |
|
|
2024
Q1 | $204K | Sell |
13,368
-2,459
| -16% | -$37.5K | 0.15% | 136 |
|
|
2023
Q4 | $231K | Buy |
+15,827
| New | +$231K | 0.15% | 119 |
|