EH
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Equitable Holdings’s Invesco Financial Preferred ETF PGF Stock Holding History

Equitable Holdings’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 		$735K Sell
53,633
-15,062
-22% -$209K ﹤0.01% 1127
2026
Q1 		$945K Buy
+68,695
New +$978K 0.01% 999
2024
Q3 		– Sell
-13,136
Closed -$193K – 1294
2024
Q2 		$193K Buy
+13,136
New +$194K ﹤0.01% 1144

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Equitable Holdings's PGF Position: Q2 2026 in Review

Equitable Holdings reduced its Invesco Financial Preferred ETF (PGF) stake by 22% in Q2 2026, selling an estimated $209K and leaving 53,633 shares worth $735K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Equitable Holdings first reported a position in PGF in Q2 2024 and has held it in 3 quarters since. The position peaked at $945K in Q1 2026. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

  • Equitable Holdings held 53,633 shares of Invesco Financial Preferred ETF worth $735K as of Q2 2026.
  • Equitable Holdings sold 15,062 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $209K.
  • Invesco Financial Preferred ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1127 holding.
  • Equitable Holdings first reported a position in Invesco Financial Preferred ETF in Q2 2024 and has held it in 3 quarters since.
  • Equitable Holdings's Invesco Financial Preferred ETF position peaked at $945K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.