Synergy Asset Management’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 Q1	–	Sell	-70	Closed	-$1.1K	–	631
2024 Q4	$1.1K	Buy	+70	New	+$1.1K	﹤0.01%	714
2023 Q1	–	Sell	-12,200	Closed	-$176K	–	122
2022 Q4	$176K	Buy	+12,200	New	+$176K	0.05%	103