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 Q3	$283K	Sell	22,242 -2,059	-8%	-$27.6K	0.06%	228
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	$1.26M	Buy	+65,329	New	+$1.24M	1.17%	16

Other funds holding PGF

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Advisory Solutions Indiianapolis, Indiana $484M AUM 15.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Accel Wealth Management's PGF Position: Q3 2026 in Review

Accel Wealth Management reduced its Invesco Financial Preferred ETF (PGF) stake by 8.5% in Q3 2026, selling an estimated $27.6K and leaving 22,242 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #228.

Accel Wealth Management first reported a position in PGF in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.29M in Q4 2021. 41 funds tracked by Wall St. Rank hold PGF as of Q3 2026.

Accel Wealth Management held 22,242 shares of Invesco Financial Preferred ETF worth $283K as of Q3 2026.
Accel Wealth Management sold 2,059 Invesco Financial Preferred ETF shares in Q3 2026, an estimated $27.6K.
Invesco Financial Preferred ETF made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #228 holding.
Accel Wealth Management first reported a position in Invesco Financial Preferred ETF in Q4 2020 and has held it in 24 quarters since.
Accel Wealth Management's Invesco Financial Preferred ETF position peaked at $3.29M in Q4 2021.
41 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.