Wealth Enhancement Advisory Services’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 | $755K | Buy |
52,779
+4,858
| +10% | +$69.5K | ﹤0.01% | 1905 |
|
|
2025
Q1 | $684K | Buy |
47,921
+6,764
| +16% | +$96.6K | ﹤0.01% | 1828 |
|
|
2024
Q4 | $599K | Buy |
41,157
+23,082
| +128% | +$336K | ﹤0.01% | 1835 |
|
|
2024
Q3 | $283K | Buy |
18,075
+741
| +4% | +$11.6K | ﹤0.01% | 2199 |
|
|
2024
Q2 | $255K | Buy |
17,334
+1,247
| +8% | +$18.4K | ﹤0.01% | 2099 |
|
|
2024
Q1 | $245K | Sell |
16,087
-930
| -5% | -$14.2K | ﹤0.01% | 2053 |
|
|
2023
Q4 | $248K | Sell |
17,017
-10,677
| -39% | -$156K | ﹤0.01% | 1952 |
|
|
2023
Q3 | $389K | Buy |
+27,694
| New | +$389K | ﹤0.01% | 1577 |
|