Anchor Investment Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Anchor Investment 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 Q1	$55K	Hold	4,000	–	–	﹤0.01%	572
2025 Q4	$56.6K	Hold	4,000	–	–	﹤0.01%	580
2025 Q3	$58.5K	Hold	4,000	–	–	﹤0.01%	567
2025 Q2	$56.4K	Hold	4,000	–	–	0.01%	566
2025 Q1	$57.1K	Hold	4,000	–	–	0.01%	549
2024 Q4	$58.2K	Hold	4,000	–	–	0.01%	546
2024 Q3	$62.6K	Hold	4,000	–	–	0.01%	534
2024 Q2	$58.9K	Hold	4,000	–	–	0.01%	499
2024 Q1	$61K	Sell	4,000 -1,711	-30%	-$25.7K	0.01%	502
2023 Q4	$83.3K	Hold	5,711	–	–	0.01%	460
2023 Q3	$80.3K	Hold	5,711	–	–	0.01%	447
2023 Q2	$82K	Sell	5,711 -2,500	-30%	-$36.1K	0.01%	435
2023 Q1	$119K	Hold	8,211	–	–	0.02%	413
2022 Q4	$118K	Buy	8,211 +5,711	+228%	+$84.5K	0.02%	410
2022 Q3	$37.6K	Hold	2,500	–	–	0.01%	550
2022 Q2	$38.9K	Hold	2,500	–	–	0.01%	564
2022 Q1	$42.3K	Hold	2,500	–	–	0.01%	573
2021 Q4	$47K	Buy	+2,500	New	+$46.8K	0.01%	577

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

IRC

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

PAG

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

NSIM

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

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

Anchor Investment Management's PGF Position: Q1 2026 in Review

Anchor Investment Management held its Invesco Financial Preferred ETF (PGF) position steady in Q1 2026 at 4,000 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Anchor Investment Management first reported a position in PGF in Q4 2021 and has held it in 18 quarters since. The position peaked at $119K in Q1 2023. 150 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

Anchor Investment Management held 4,000 shares of Invesco Financial Preferred ETF worth $55K as of Q1 2026.
Anchor Investment Management left its Invesco Financial Preferred ETF share count unchanged in Q1 2026.
Invesco Financial Preferred ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #572 holding.
Anchor Investment Management first reported a position in Invesco Financial Preferred ETF in Q4 2021 and has held it in 18 quarters since.
Anchor Investment Management's Invesco Financial Preferred ETF position peaked at $119K in Q1 2023.
150 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.