Rothschild Investment LLC’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 | $16.5K | Hold |
1,169
| – | – | ﹤0.01% | 1067 |
|
|
2025
Q1 | $16.7K | Buy |
1,169
+69
| +6% | +$985 | ﹤0.01% | 1049 |
|
|
2024
Q4 | $16K | Hold |
1,100
| – | – | ﹤0.01% | 1056 |
|
|
2024
Q3 | $17.2K | Hold |
1,100
| – | – | ﹤0.01% | 1029 |
|
|
2024
Q2 | $16.2K | Hold |
1,100
| – | – | ﹤0.01% | 1017 |
|
|
2024
Q1 | $16.8K | Hold |
1,100
| – | – | ﹤0.01% | 962 |
|
|
2023
Q4 | $16K | Buy |
+1,100
| New | +$16K | ﹤0.01% | 910 |
|