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

Alpine Bank 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
2025 Q2	–	Sell	-137	Closed	-$1.96K	–	436
2025 Q1	$1.96K	Buy	+137	New	+$2.01K	﹤0.01%	402
2024 Q3	$2.15K	Buy	+137	New	+$2.08K	﹤0.01%	422

Other funds holding PGF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

IRC

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

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Alpine Bank Wealth Management's PGF Position: Q2 2025 in Review

Alpine Bank Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q2 2025, closing a stake of 137 shares — an estimated $1.96K sold.

Alpine Bank Wealth Management first reported a position in PGF in Q3 2024 and held it in 2 quarters. The position peaked at $2.15K in Q3 2024. 159 funds tracked by Wall St. Rank hold PGF as of Q2 2025.

Alpine Bank Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q2 2025 after selling out during the quarter.
Alpine Bank Wealth Management sold 137 Invesco Financial Preferred ETF shares in Q2 2025, an estimated $1.96K.
Alpine Bank Wealth Management first reported a position in Invesco Financial Preferred ETF in Q3 2024 and held it in 2 quarters.
Alpine Bank Wealth Management's Invesco Financial Preferred ETF position peaked at $2.15K in Q3 2024.
159 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.