Running Point Capital 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
Q2 | $120K | Buy |
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|
2025
Q1 | $111K | Sell |
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|
2024
Q4 | $149K | Sell |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $242K | Sell |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $816K | Sell |
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|
2023
Q2 | $854K | Buy |
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|
2023
Q1 | $826K | Sell |
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|
2022
Q4 | $952K | Sell |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $967K | Buy |
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|
2022
Q1 | $977K | Buy |
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|
2021
Q4 | $932K | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $939K | Buy |
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|
2021
Q1 | $594K | Buy |
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|
2020
Q4 | $471K | Buy |
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