Ancora Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Ancora Advisors’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 Q2	$274K	Hold	20,000	–	–	0.01%	671
2026 Q1	$275K	Hold	20,000	–	–	0.01%	641
2025 Q4	$283K	Hold	20,000	–	–	0.01%	658
2025 Q3	$292K	Hold	20,000	–	–	0.01%	647
2025 Q2	$282K	Buy	20,000 +10,000	+100%	+$140K	0.01%	657
2025 Q1	$143K	Hold	10,000	–	–	﹤0.01%	791
2024 Q4	$146K	Sell	10,000 -150	-1%	-$2.28K	﹤0.01%	783
2024 Q3	$159K	Hold	10,150	–	–	﹤0.01%	737
2024 Q2	$150K	Buy	10,150 +10,000	+6,667%	+$148K	﹤0.01%	730
2024 Q1	$2.29K	Hold	150	–	–	﹤0.01%	1538
2023 Q4	$2.19K	Hold	150	–	–	﹤0.01%	1474
2023 Q3	$2.11K	Hold	150	–	–	﹤0.01%	1484
2023 Q2	$2.15K	Hold	150	–	–	﹤0.01%	1475
2023 Q1	$2.18K	Hold	150	–	–	﹤0.01%	1513
2022 Q4	$2K	Hold	150	–	–	﹤0.01%	1602
2022 Q3	$2K	Hold	150	–	–	﹤0.01%	1810
2022 Q2	$2K	Hold	150	–	–	﹤0.01%	1963
2022 Q1	$3K	Hold	150	–	–	﹤0.01%	2081
2021 Q4	$3K	Hold	150	–	–	﹤0.01%	2140
2021 Q3	$3K	Hold	150	–	–	﹤0.01%	2002
2021 Q2	$3K	Hold	150	–	–	﹤0.01%	1783
2021 Q1	$3K	Hold	150	–	–	﹤0.01%	1608
2020 Q4	$3K	Hold	150	–	–	﹤0.01%	1350
2020 Q3	$3K	Hold	150	–	–	﹤0.01%	1293
2020 Q2	$3K	Hold	150	–	–	﹤0.01%	1251
2020 Q1	$3K	Hold	150	–	–	﹤0.01%	1339
2019 Q4	$3K	Buy	+150	New	+$2.81K	﹤0.01%	1304
2018 Q4	–	Sell	-1,150	Closed	-$21K	–	1036
2018 Q3	$21K	Buy	+1,150	New	+$21.1K	﹤0.01%	1066
2017 Q1	–	Sell	-1,431	Closed	-$26K	–	964
2016 Q4	$26K	Buy	+1,431	New	+$26.3K	﹤0.01%	892

Other funds holding PGF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.84B AUM 28.81% 1-Year Est. Return

PAG

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Ancora Advisors's PGF Position: Q2 2026 in Review

Ancora Advisors held its Invesco Financial Preferred ETF (PGF) position steady in Q2 2026 at 20,000 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #671.

Ancora Advisors first reported a position in PGF in Q4 2016 and has held it in 29 quarters since. The position peaked at $292K in Q3 2025. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Ancora Advisors held 20,000 shares of Invesco Financial Preferred ETF worth $274K as of Q2 2026.
Ancora Advisors left its Invesco Financial Preferred ETF share count unchanged in Q2 2026.
Invesco Financial Preferred ETF made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #671 holding.
Ancora Advisors first reported a position in Invesco Financial Preferred ETF in Q4 2016 and has held it in 29 quarters since.
Ancora Advisors's Invesco Financial Preferred ETF position peaked at $292K in Q3 2025.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.