Empirical Asset Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Empirical Asset Management’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 Q1	–	Sell	-11,952	Closed	-$12K	–	425
2025 Q4	$12K	Hold	11,952	–	–	﹤0.01%	356
2025 Q3	$12K	Buy	+11,952	New	+$173K	﹤0.01%	367

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IRC

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

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

SAW

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

Empirical Asset Management's PGF Position: Q1 2026 in Review

Empirical Asset Management sold out of Invesco Financial Preferred ETF (PGF) in Q1 2026, closing a stake of 11,952 shares — an estimated $12K sold.

Empirical Asset Management first reported a position in PGF in Q3 2025 and held it in 2 quarters. The position peaked at $12K in Q4 2025. 150 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

Empirical Asset Management reported no remaining Invesco Financial Preferred ETF position as of Q1 2026 after selling out during the quarter.
Empirical Asset Management sold 11,952 Invesco Financial Preferred ETF shares in Q1 2026, an estimated $12K.
Empirical Asset Management first reported a position in Invesco Financial Preferred ETF in Q3 2025 and held it in 2 quarters.
Empirical Asset Management's Invesco Financial Preferred ETF position peaked at $12K in Q4 2025.
150 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.