Farmers & Merchants Investments Inc’s Invesco Financial Preferred ETF PGF Stock Holding History

Farmers & Merchants Investments Inc’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 Q2	–	Sell	-540	Closed	-$7.71K	–	1753
2025 Q1	$7.71K	Buy	+540	New	+$7.93K	﹤0.01%	756
2022 Q3	–	Sell	-458	Closed	-$7K	–	1702
2022 Q2	$7K	Hold	458	–	–	﹤0.01%	807
2022 Q1	$8K	Sell	458 -867	-65%	-$15.1K	﹤0.01%	813
2021 Q4	$25K	Hold	1,325	–	–	﹤0.01%	548
2021 Q3	$25K	Buy	+1,325	New	+$25.3K	﹤0.01%	515
2017 Q3	–	Sell	-3,000	Closed	-$57K	–	865
2017 Q2	$57K	Buy	+3,000	New	+$56.9K	﹤0.01%	321

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 $445B AUM 25.58% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

IRC

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

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Farmers & Merchants Investments Inc's PGF Position: Q2 2025 in Review

Farmers & Merchants Investments Inc sold out of Invesco Financial Preferred ETF (PGF) in Q2 2025, closing a stake of 540 shares — an estimated $7.71K sold.

Farmers & Merchants Investments Inc first reported a position in PGF in Q2 2017 and held it in 6 quarters. The position peaked at $57K in Q2 2017. 159 funds tracked by Wall St. Rank hold PGF as of Q2 2025.

Farmers & Merchants Investments Inc reported no remaining Invesco Financial Preferred ETF position as of Q2 2025 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 540 Invesco Financial Preferred ETF shares in Q2 2025, an estimated $7.71K.
Farmers & Merchants Investments Inc first reported a position in Invesco Financial Preferred ETF in Q2 2017 and held it in 6 quarters.
Farmers & Merchants Investments Inc's Invesco Financial Preferred ETF position peaked at $57K in Q2 2017.
159 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2025, filed 14 Jul 2025.