Accel Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Accel Wealth Management’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 Q2	$333K	Sell	24,301 -8,461	-26%	-$118K	0.08%	205
2026 Q1	$451K	Sell	32,762 -451	-1%	-$6.42K	0.12%	165
2025 Q4	$470K	Sell	33,213 -5,842	-15%	-$83.9K	0.13%	160
2025 Q3	$571K	Sell	39,055 -13,582	-26%	-$196K	0.17%	134
2025 Q2	$743K	Sell	52,637 -319	-0.6%	-$4.47K	0.25%	96
2025 Q1	$756K	Sell	52,956 -5,131	-9%	-$75.3K	0.27%	87
2024 Q4	$845K	Sell	58,087 -6,976	-11%	-$106K	0.32%	79
2024 Q3	$1.02M	Sell	65,063 -41,057	-39%	-$624K	0.38%	67
2024 Q2	$1.56M	Sell	106,120 -6,802	-6%	-$100K	0.63%	43
2024 Q1	$1.72M	Sell	112,922 -19,843	-15%	-$298K	0.73%	40
2023 Q4	$1.94M	Sell	132,765 -24,166	-15%	-$338K	0.97%	27
2023 Q3	$2.21M	Sell	156,931 -5,021	-3%	-$71.6K	1.23%	21
2023 Q2	$2.32M	Buy	161,952 +818	+0.5%	+$11.8K	1.28%	21
2023 Q1	$2.34M	Buy	161,134 +7,597	+5%	+$116K	0.96%	21
2022 Q4	$2.21M	Sell	153,537 -13,665	-8%	-$202K	1.06%	22
2022 Q3	$2.55M	Buy	167,202 +2,259	+1%	+$35.7K	1.36%	13
2022 Q2	$2.62M	Sell	164,943 -12,717	-7%	-$200K	1.5%	11
2022 Q1	$3M	Buy	177,660 +2,694	+2%	+$47K	1.55%	14
2021 Q4	$3.29M	Buy	174,966 +31,941	+22%	+$598K	1.61%	12
2021 Q3	$2.71M	Buy	143,025 +18,991	+15%	+$363K	1.75%	10
2021 Q2	$2.39M	Buy	124,034 +30,531	+33%	+$581K	1.59%	11
2021 Q1	$1.76M	Buy	93,503 +28,174	+43%	+$528K	1.43%	11
2020 Q4	$1.25M	Buy	+65,329	New	+$1.24M	1.17%	16

Other funds holding PGF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Accel Wealth Management's PGF Position: Q2 2026 in Review

Accel Wealth Management reduced its Invesco Financial Preferred ETF (PGF) stake by 26% in Q2 2026, selling an estimated $118K and leaving 24,301 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #205.

Accel Wealth Management first reported a position in PGF in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.29M in Q4 2021. 148 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Accel Wealth Management held 24,301 shares of Invesco Financial Preferred ETF worth $333K as of Q2 2026.
Accel Wealth Management sold 8,461 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $118K.
Invesco Financial Preferred ETF made up 0.08% of Accel Wealth Management's portfolio in Q2 2026, its #205 holding.
Accel Wealth Management first reported a position in Invesco Financial Preferred ETF in Q4 2020 and has held it in 23 quarters since.
Accel Wealth Management's Invesco Financial Preferred ETF position peaked at $3.29M in Q4 2021.
148 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.