Waverly 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
Q4 | $29.9K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $1.25M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $19K | Hold |
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|
2015
Q2 | $19K | Hold |
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|
2015
Q1 | $19K | Hold |
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|
2014
Q4 | $19K | Hold |
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|
2014
Q3 | $19K | Hold |
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|
2014
Q2 | $19K | Hold |
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|
2014
Q1 | $19K | Hold |
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|
2013
Q4 | $18K | Hold |
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|
2013
Q3 | $18K | Buy |
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