AWM
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Avior Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-3,006
Closed -$43.7K – 1877
2024
Q4 		$43.7K Hold
3,006
– – ﹤0.01% 1188
2024
Q3 		$47.1K Buy
3,006
+2,265
+306% +$34.4K ﹤0.01% 1139
2024
Q2 		$10.9K Sell
741
-15,930
-96% -$235K ﹤0.01% 1491
2024
Q1 		$254K Buy
16,671
+15,930
+2,150% +$240K 0.01% 636
2023
Q4 		$10.8K Hold
741
– – ﹤0.01% 982
2023
Q3 		$10.4K Buy
+741
New +$10.6K ﹤0.01% 1035

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Avior Wealth Management's PGF Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q1 2025, closing a stake of 3,006 shares — an estimated $43.7K sold.

Avior Wealth Management first reported a position in PGF in Q3 2023 and held it in 6 quarters. The position peaked at $254K in Q1 2024. 162 funds tracked by Wall St. Rank hold PGF as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,006 Invesco Financial Preferred ETF shares in Q1 2025, an estimated $43.7K.
  • Avior Wealth Management first reported a position in Invesco Financial Preferred ETF in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's Invesco Financial Preferred ETF position peaked at $254K in Q1 2024.
  • 162 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.