Cambridge Investment Research Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Cambridge Investment Research 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	$1.01M	Sell	73,420 -13,103	-15%	-$182K	﹤0.01%	2141
2026 Q1	$1.19M	Buy	86,523 +1,378	+2%	+$19.6K	﹤0.01%	2009
2025 Q4	$1.2M	Buy	85,145 +4,942	+6%	+$71K	﹤0.01%	1950
2025 Q3	$1.17M	Sell	80,203 -3,716	-4%	-$53.7K	﹤0.01%	1927
2025 Q2	$1.18M	Sell	83,919 -5,537	-6%	-$77.6K	﹤0.01%	1820
2025 Q1	$1.28M	Sell	89,456 -15,573	-15%	-$229K	﹤0.01%	1665
2024 Q4	$1.53M	Sell	105,029 -1,646	-2%	-$25.1K	0.01%	1554
2024 Q3	$1.67M	Buy	106,675 +6,906	+7%	+$105K	0.01%	1492
2024 Q2	$1.47M	Sell	99,769 -4,831	-5%	-$71.3K	0.01%	1500
2024 Q1	$1.59M	Sell	104,600 -21,199	-17%	-$319K	0.01%	1406
2023 Q4	$1.83M	Sell	125,799 -12,152	-9%	-$170K	0.01%	1257
2023 Q3	$1.94M	Sell	137,951 -12,035	-8%	-$172K	0.01%	1154
2023 Q2	$2.15M	Buy	149,986 +5,251	+4%	+$75.8K	0.01%	1124
2023 Q1	$2.1M	Sell	144,735 -93,497	-39%	-$1.43M	0.01%	1098
2022 Q4	$3.43M	Sell	238,232 -16,980	-7%	-$251K	0.02%	781
2022 Q3	$3.84M	Sell	255,212 -1,043	-0.4%	-$16.5K	0.02%	684
2022 Q2	$3.98M	Buy	256,255 +18,329	+8%	+$288K	0.02%	690
2022 Q1	$4.03M	Sell	237,926 -29,252	-11%	-$510K	0.02%	748
2021 Q4	$5.03M	Sell	267,178 -60,941	-19%	-$1.14M	0.02%	641
2021 Q3	$6.22M	Buy	328,119 +38,780	+13%	+$740K	0.03%	517
2021 Q2	$5.58M	Buy	289,339 +70,902	+32%	+$1.35M	0.03%	566
2021 Q1	$4.12M	Buy	218,437 +6,301	+3%	+$118K	0.02%	647
2020 Q4	$4.08M	Buy	212,136 +14,494	+7%	+$275K	0.02%	599
2020 Q3	$3.7M	Buy	197,642 +16,820	+9%	+$312K	0.03%	564
2020 Q2	$3.24M	Buy	180,822 +42,385	+31%	+$755K	0.02%	584
2020 Q1	$2.34M	Sell	138,437 -7,875	-5%	-$143K	0.02%	607
2019 Q4	$2.76M	Buy	146,312 +3,725	+3%	+$69.9K	0.02%	653
2019 Q3	$2.68M	Buy	142,587 +2,824	+2%	+$52.8K	0.02%	640
2019 Q2	$2.57M	Sell	139,763 -4,781	-3%	-$88.1K	0.02%	624
2019 Q1	$2.64M	Buy	144,544 +6,392	+5%	+$116K	0.03%	608
2018 Q4	$2.4M	Sell	138,152 -27,717	-17%	-$489K	0.03%	572
2018 Q3	$3.02M	Buy	165,869 +15,898	+11%	+$292K	0.03%	526
2018 Q2	$2.77M	Buy	149,971 +1,195	+0.8%	+$22K	0.03%	534
2018 Q1	$2.76M	Buy	148,776 +6,477	+5%	+$120K	0.03%	519
2017 Q4	$2.69M	Sell	142,299 -9,466	-6%	-$179K	0.03%	490
2017 Q3	$2.88M	Sell	151,765 -8,012	-5%	-$152K	0.04%	422
2017 Q2	$3.05M	Buy	159,777 +5,874	+4%	+$111K	0.04%	380
2017 Q1	$2.87M	Buy	153,903 +5,694	+4%	+$105K	0.05%	350
2016 Q4	$2.66M	Buy	148,209 +781	+0.5%	+$14.3K	0.05%	352
2016 Q3	$2.81M	Buy	147,428 +21,313	+17%	+$410K	0.05%	327
2016 Q2	$2.42M	Buy	126,115 +12,339	+11%	+$233K	0.05%	330
2016 Q1	$2.14M	Sell	113,776 -8,977	-7%	-$166K	0.05%	339
2015 Q4	$2.31M	Buy	122,753 +6,056	+5%	+$112K	0.05%	317
2015 Q3	$2.13M	Sell	116,697 -63	-0.1%	-$1.15K	0.06%	295
2015 Q2	$2.12M	Sell	116,760 -24	-0%	-$441	0.06%	303
2015 Q1	$2.17M	Buy	116,784 +6,301	+6%	+$116K	0.06%	297
2014 Q4	$2.02M	Buy	110,483 +10,178	+10%	+$185K	0.06%	294
2014 Q3	$1.81M	Buy	100,305 +248	+0.2%	+$4.48K	0.05%	345
2014 Q2	$1.82M	Sell	100,057 -2,856	-3%	-$51.4K	0.06%	296
2014 Q1	$1.83M	Sell	102,913 -2,870	-3%	-$50.2K	0.07%	280
2013 Q4	$1.79M	Sell	105,783 -5,246	-5%	-$89.7K	0.07%	257
2013 Q3	$1.9M	Sell	111,029 -19,495	-15%	-$338K	0.08%	229
2013 Q2	$2.33M	Buy	+130,524	New	+$2.4M	0.12%	171

Other funds holding PGF

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

LRWM

Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Cambridge Investment Research Advisors's PGF Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco Financial Preferred ETF (PGF) stake by 15% in Q2 2026, selling an estimated $182K and leaving 73,420 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Cambridge Investment Research Advisors first reported a position in PGF in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.22M in Q3 2021. 41 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Cambridge Investment Research Advisors held 73,420 shares of Invesco Financial Preferred ETF worth $1.01M as of Q2 2026.
Cambridge Investment Research Advisors sold 13,103 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $182K.
Invesco Financial Preferred ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2141 holding.
Cambridge Investment Research Advisors first reported a position in Invesco Financial Preferred ETF in Q2 2013 and has held it in 53 quarters since.
Cambridge Investment Research Advisors's Invesco Financial Preferred ETF position peaked at $6.22M in Q3 2021.
41 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.