B. Riley Wealth Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

B. Riley 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 Q3	–	Sell	-22,350	Closed	-$315K	–	1156
2025 Q2	$315K	Buy	+22,350	New	+$313K	0.01%	694
2023 Q1	–	Sell	-11,720	Closed	-$169K	–	1596
2022 Q4	$169K	Buy	11,720 +430	+4%	+$6.36K	﹤0.01%	1293
2022 Q3	$170K	Buy	11,290 +485	+4%	+$7.67K	0.01%	1260
2022 Q2	$168K	Sell	10,805 -1,620	-13%	-$25.4K	0.01%	1064
2022 Q1	$211K	Buy	12,425 +175	+1%	+$3.05K	0.01%	1188
2021 Q4	$231K	Buy	12,250 +1,500	+14%	+$28.1K	0.01%	1206
2021 Q3	$204K	Sell	10,750 -3,635	-25%	-$69.4K	0.01%	1240
2021 Q2	$278K	Sell	14,385 -1,240	-8%	-$23.6K	0.01%	1062
2021 Q1	$295K	Sell	15,625 -1,130	-7%	-$21.2K	0.01%	1009
2020 Q4	$322K	Sell	16,755 -11,560	-41%	-$219K	0.02%	717
2020 Q3	$522K	Buy	28,315 +10,550	+59%	+$196K	0.03%	514
2020 Q2	$318K	Sell	17,765 -2,150	-11%	-$38.3K	0.02%	613
2020 Q1	$337K	Buy	19,915 +2,000	+11%	+$36.3K	0.03%	507
2019 Q4	$339K	Buy	17,915 +6,425	+56%	+$121K	0.03%	548
2019 Q3	$216K	Buy	11,490 +1,133	+11%	+$21.2K	0.02%	706
2019 Q2	$191K	Buy	+10,357	New	+$191K	0.02%	723
2018 Q4	–	Sell	-17,080	Closed	-$311K	–	718
2018 Q3	$311K	Sell	17,080 -1,310	-7%	-$24.1K	0.04%	487
2018 Q2	$340K	Sell	18,390 -1,826	-9%	-$33.6K	0.04%	419
2018 Q1	$376K	Sell	20,216 -16,442	-45%	-$305K	0.05%	385
2017 Q4	$692K	Buy	36,658 +3,779	+11%	+$71.5K	0.09%	242
2017 Q3	$624K	Buy	32,879 +148	+0.5%	+$2.81K	0.1%	217
2017 Q2	$626K	Buy	32,731 +78	+0.2%	+$1.48K	0.11%	212
2017 Q1	$610K	Buy	32,653 +48	+0.1%	+$886	0.12%	203
2016 Q4	$586K	Buy	32,605 +12,844	+65%	+$236K	0.12%	208
2016 Q3	$377K	Buy	+19,761	New	+$381K	0.07%	334
2016 Q2	–	Sell	-17,875	Closed	-$336K	–	641
2016 Q1	$336K	Buy	17,875 +4,900	+38%	+$90.7K	0.08%	320
2015 Q4	$245K	Buy	+12,975	New	+$240K	0.05%	429
2015 Q1	–	Sell	-5,314	Closed	-$97	–	1580
2014 Q4	$97	Buy	+5,314	New	+$96.3K	﹤0.01%	1766
2014 Q3	–	Sell	-3,267	Closed	-$59.5K	–	1537
2014 Q2	$59.5K	Buy	+3,267	New	+$58.8K	0.01%	953
2013 Q3	–	Sell	-6,326	Closed	-$113K	–	727
2013 Q2	$113K	Buy	+6,326	New	+$116K	0.04%	507

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 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 $1.65B AUM 20.56% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

B. Riley Wealth Advisors's PGF Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q3 2025, closing a stake of 22,350 shares — an estimated $315K sold.

B. Riley Wealth Advisors first reported a position in PGF in Q2 2013 and held it in 30 quarters. The position peaked at $692K in Q4 2017. 162 funds tracked by Wall St. Rank hold PGF as of Q3 2025.

B. Riley Wealth Advisors reported no remaining Invesco Financial Preferred ETF position as of Q3 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 22,350 Invesco Financial Preferred ETF shares in Q3 2025, an estimated $315K.
B. Riley Wealth Advisors first reported a position in Invesco Financial Preferred ETF in Q2 2013 and held it in 30 quarters.
B. Riley Wealth Advisors's Invesco Financial Preferred ETF position peaked at $692K in Q4 2017.
162 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.