CIBC Private Wealth Group
PGF icon

CIBC Private Wealth Group’s Invesco Financial Preferred ETF PGF Stock Holding History

CIBC Private Wealth Group’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 		$15 Hold
1
– – ﹤0.01% 3377
2025
Q3 		$15 Hold
1
– – ﹤0.01% 3056
2025
Q2 		$14 Hold
1
– – ﹤0.01% 3042
2025
Q1 		$14 Hold
1
– – ﹤0.01% 3045
2024
Q4 		$14 Hold
1
– – ﹤0.01% 2944
2024
Q3 		$15 Sell
1
-6
-86% -$91 ﹤0.01% 3083
2024
Q2 		$105 Buy
+7
New +$103 ﹤0.01% 3090

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

CIBC Private Wealth Group's PGF Position: Q4 2025 in Review

CIBC Private Wealth Group held its Invesco Financial Preferred ETF (PGF) position steady in Q4 2025 at 1 share worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #3377.

CIBC Private Wealth Group first reported a position in PGF in Q2 2024 and has held it in 7 quarters since. The position peaked at $105 in Q2 2024. 157 funds tracked by Wall St. Rank hold PGF as of Q4 2025.

  • CIBC Private Wealth Group held 1 share of Invesco Financial Preferred ETF worth $15 as of Q4 2025.
  • CIBC Private Wealth Group left its Invesco Financial Preferred ETF share count unchanged in Q4 2025.
  • Invesco Financial Preferred ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3377 holding.
  • CIBC Private Wealth Group first reported a position in Invesco Financial Preferred ETF in Q2 2024 and has held it in 7 quarters since.
  • CIBC Private Wealth Group's Invesco Financial Preferred ETF position peaked at $105 in Q2 2024.
  • 157 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.