Panoramic Investment Advisors’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
2023 Q4	–	Sell	-13,651	Closed	-$192K	–	108
2023 Q3	$192K	Buy	+13,651	New	+$192K	0.18%	96
2022 Q4	$195K	Buy	+13,518	New	+$195K	0.2%	91