Oxford Financial Group’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	$3.64K	Buy	264 +4	+2%	+$57	﹤0.01%	296
2025 Q4	$3.68K	Buy	260 +4	+2%	+$57	﹤0.01%	282
2025 Q3	$3.75K	Buy	256 +4	+2%	+$58	﹤0.01%	276
2025 Q2	$3.56K	Buy	252 +4	+2%	+$56	﹤0.01%	257
2025 Q1	$3.55K	Buy	248 +3	+1%	+$44	﹤0.01%	259
2024 Q4	$3.56K	Buy	245 +4	+2%	+$61	﹤0.01%	292
2024 Q3	$3.77K	Buy	241 +3	+1%	+$46	﹤0.01%	288
2024 Q2	$3.5K	Buy	238 +4	+2%	+$59	﹤0.01%	319
2024 Q1	$3.56K	Buy	234 +4	+2%	+$60	﹤0.01%	274
2023 Q4	$3.36K	Buy	230 +4	+2%	+$56	﹤0.01%	298
2023 Q3	$3.18K	Buy	226 +3	+1%	+$43	﹤0.01%	263
2023 Q2	$3.2K	Buy	223 +3	+1%	+$43	﹤0.01%	289
2023 Q1	$3.19K	Buy	+220	New	+$3.37K	﹤0.01%	253
2022 Q3	–	Sell	-211	Closed	-$3K	–	263
2022 Q2	$3K	Buy	+211	New	+$3.31K	﹤0.01%	256