SFS
PGF icon

Symphony Financial Services’s Invesco Financial Preferred ETF PGF Stock Holding History

Symphony Financial Services’s Portfolio PGF Stock Details PGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,184
Closed -$144K – 106
2025
Q4 		$144K Sell
10,184
-221
-2% -$3.17K 0.07% 101
2025
Q3 		$152K Sell
10,405
-1,491
-13% -$21.6K 0.08% 95
2025
Q2 		$168K Sell
11,896
-2,512
-17% -$35.2K 0.1% 88
2025
Q1 		$206K Sell
14,408
-1,025
-7% -$15K 0.13% 77
2024
Q4 		$225K Buy
15,433
+331
+2% +$5.04K 0.18% 70
2024
Q3 		$237K Buy
15,102
+163
+1% +$2.48K 0.2% 69
2024
Q2 		$222K Buy
+14,939
New +$220K 0.19% 75

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Wells Fargo
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IRC
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PAG
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NSIM
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EW
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SAW
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