Wealthspire Advisors (New York)’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
2021 Q3	–	Sell	-32,000	Closed	-$617K	–	594
2021 Q2	$617K	Buy	32,000 +5,265	+20%	+$102K	0.02%	206
2021 Q1	$505K	Buy	26,735 +3,114	+13%	+$58.8K	0.01%	395
2020 Q4	$454K	Buy	+23,621	New	+$454K	0.01%	325