Buck Wealth Strategies’s Invesco Financial Preferred ETF PGF Stock Holding History

Buck Wealth Strategies’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	$41.1K	Buy	+3,000	New	+$41.7K	﹤0.01%	366

Other funds holding PGF

LPL Financial San Diego, California $445B AUM 25.58% 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

SAW

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

WAS

Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Buck Wealth Strategies's PGF Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Invesco Financial Preferred ETF (PGF) in Q2 2026: 3,000 shares worth $41.1K. The stake represents ﹤0.01% of the portfolio and ranks #366 among its holdings.

85 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Buck Wealth Strategies held 3,000 shares of Invesco Financial Preferred ETF worth $41.1K as of Q2 2026.
Invesco Financial Preferred ETF was a new Buck Wealth Strategies position in Q2 2026.
Invesco Financial Preferred ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #366 holding.
85 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.