City Center Advisors LLC’s Invesco Financial Preferred ETF PGF Stock Holding History

City Center Advisors LLC’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	$197K	Buy	14,393 +1,761	+14%	+$24.5K	0.16%	170
2026 Q1	$174K	Buy	12,632 +377	+3%	+$5.37K	0.16%	155
2025 Q4	$173K	Buy	12,255 +1,556	+15%	+$22.3K	0.16%	157
2025 Q3	$156K	Buy	10,699 +647	+6%	+$9.35K	0.15%	162
2025 Q2	$142K	Buy	+10,052	New	+$141K	0.15%	164
2025 Q1	–	Sell	-10,081	Closed	-$147K	–	176
2024 Q4	$147K	Buy	+10,081	New	+$154K	0.16%	154
2024 Q3	–	Sell	-10,633	Closed	-$162K	–	193
2024 Q2	$162K	Hold	10,633	–	–	0.19%	156
2024 Q1	$162K	Buy	+10,633	New	+$160K	0.19%	156

Other funds holding PGF

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

Wealth Enhancement Advisory Services

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

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

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

Wilian Securities Vadnais Heights, Minnesota $169M AUM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM