Ameritas Advisory Services’s Invesco Financial Preferred ETF PGF Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-18,274	Closed	-$267K	–	1785
2025 Q3	$267K	Buy	18,274 +12,326	+207%	+$178K	0.02%	545
2025 Q2	$83.9K	Buy	+5,948	New	+$83.3K	﹤0.01%	1065
2023 Q2	–	Sell	-4,067	Closed	-$59.1K	–	1979
2023 Q1	$59.1K	Buy	+4,067	New	+$62.2K	﹤0.01%	1210

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

IRC

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

NSIM

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

SAW

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

Ameritas Advisory Services's PGF Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco Financial Preferred ETF (PGF) in Q4 2025, closing a stake of 18,274 shares — an estimated $267K sold.

Ameritas Advisory Services first reported a position in PGF in Q1 2023 and held it in 3 quarters. The position peaked at $267K in Q3 2025. 157 funds tracked by Wall St. Rank hold PGF as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco Financial Preferred ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 18,274 Invesco Financial Preferred ETF shares in Q4 2025, an estimated $267K.
Ameritas Advisory Services first reported a position in Invesco Financial Preferred ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Invesco Financial Preferred ETF position peaked at $267K in Q3 2025.
157 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.