Arkadios Wealth Advisors
PGF icon

Arkadios Wealth Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Arkadios Wealth 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
2025
Q4 		– Sell
-10,367
Closed -$152K – 1631
2025
Q3 		$152K Buy
10,367
+11
+0.1% +$159 ﹤0.01% 1381
2025
Q2 		$146K Buy
+10,356
New +$145K ﹤0.01% 1233
2025
Q1 		– Sell
-12,790
Closed -$186K – 1176
2024
Q4 		$186K Sell
12,790
-1,705
-12% -$26K 0.01% 864
2024
Q3 		$227K Buy
14,495
+1,724
+13% +$26.2K 0.01% 798
2024
Q2 		$188K Buy
12,771
+595
+5% +$8.78K 0.01% 777
2024
Q1 		$186K Hold
12,176
– – 0.01% 657
2023
Q4 		$178K Sell
12,176
-3,076
-20% -$43K 0.02% 656
2023
Q3 		$214K Buy
15,252
+321
+2% +$4.58K 0.02% 599
2023
Q2 		$214K Sell
14,931
-18,782
-56% -$271K 0.02% 562
2023
Q1 		$490K Buy
33,713
+5,352
+19% +$81.9K 0.06% 308
2022
Q4 		$408K Buy
28,361
+70
+0.2% +$1.04K 0.05% 327
2022
Q3 		$425K Buy
+28,291
New +$448K 0.06% 299

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Arkadios Wealth Advisors's PGF Position: Q4 2025 in Review

Arkadios Wealth Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q4 2025, closing a stake of 10,367 shares — an estimated $152K sold.

Arkadios Wealth Advisors first reported a position in PGF in Q3 2022 and held it in 12 quarters. The position peaked at $490K in Q1 2023. 158 funds tracked by Wall St. Rank hold PGF as of Q4 2025.

  • Arkadios Wealth Advisors reported no remaining Invesco Financial Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 10,367 Invesco Financial Preferred ETF shares in Q4 2025, an estimated $152K.
  • Arkadios Wealth Advisors first reported a position in Invesco Financial Preferred ETF in Q3 2022 and held it in 12 quarters.
  • Arkadios Wealth Advisors's Invesco Financial Preferred ETF position peaked at $490K in Q1 2023.
  • 158 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.