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Ameritas Investment Partners’s Invesco Financial Preferred ETF PGF Stock Holding History

Ameritas Investment Partners’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
Q1 		$9.59K Buy
697
+10
+1% +$142 ﹤0.01% 2881
2025
Q4 		$9.71K Buy
687
+11
+2% +$158 ﹤0.01% 2913
2025
Q3 		$9.88K Buy
676
+11
+2% +$159 ﹤0.01% 2955
2025
Q2 		$9.39K Buy
665
+10
+2% +$140 ﹤0.01% 3001
2025
Q1 		$9.36K Buy
655
+10
+2% +$147 ﹤0.01% 2840
2024
Q4 		$9.39K Sell
645
-90
-12% -$1.37K ﹤0.01% 2920
2024
Q3 		$11.5K Sell
735
-3,261
-82% -$49.5K ﹤0.01% 2875
2024
Q2 		$58.9K Sell
3,996
-1,081
-21% -$16K ﹤0.01% 2049
2024
Q1 		$77.4K Buy
5,077
+27
+0.5% +$406 ﹤0.01% 1895
2023
Q4 		$73.6K Buy
5,050
+34
+0.7% +$475 ﹤0.01% 1928
2023
Q3 		$70.5K Buy
5,016
+66
+1% +$941 ﹤0.01% 1883
2023
Q2 		$71K Sell
4,950
-44
-0.9% -$635 ﹤0.01% 1822
2023
Q1 		$72.5K Sell
4,994
-255
-5% -$3.9K ﹤0.01% 1742
2022
Q4 		$75.6K Buy
+5,249
New +$77.7K ﹤0.01% 1782

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Ameritas Investment Partners's PGF Position: Q1 2026 in Review

Ameritas Investment Partners increased its Invesco Financial Preferred ETF (PGF) stake by 1.5% in Q1 2026, buying an estimated $142 and bringing the position to 697 shares worth $9.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2881.

Ameritas Investment Partners first reported a position in PGF in Q4 2022 and has held it in 14 quarters since. The position peaked at $77.4K in Q1 2024. 150 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

  • Ameritas Investment Partners held 697 shares of Invesco Financial Preferred ETF worth $9.59K as of Q1 2026.
  • Ameritas Investment Partners bought 10 Invesco Financial Preferred ETF shares in Q1 2026, an estimated $142.
  • Invesco Financial Preferred ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2881 holding.
  • Ameritas Investment Partners first reported a position in Invesco Financial Preferred ETF in Q4 2022 and has held it in 14 quarters since.
  • Ameritas Investment Partners's Invesco Financial Preferred ETF position peaked at $77.4K in Q1 2024.
  • 150 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.