Farther Finance Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Farther Finance Advisors’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	$98.9K	Buy	7,215 +389	+6%	+$5.41K	﹤0.01%	2710
2026 Q1	$94.5K	Buy	6,826 +6	+0.1%	+$85	﹤0.01%	2552
2025 Q4	$96.4K	Buy	6,820 +145	+2%	+$2.08K	﹤0.01%	2370
2025 Q3	$97.6K	Sell	6,675 -5,010	-43%	-$72.4K	﹤0.01%	2049
2025 Q2	$165K	Buy	11,685 +196	+2%	+$2.75K	﹤0.01%	1487
2025 Q1	$164K	Buy	11,489 +6,807	+145%	+$99.9K	﹤0.01%	1309
2024 Q4	$68.1K	Buy	4,682 +59	+1%	+$899	﹤0.01%	1496
2024 Q3	$72.4K	Buy	+4,623	New	+$70.2K	﹤0.01%	1460

Other funds holding PGF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Farther Finance Advisors's PGF Position: Q2 2026 in Review

Farther Finance Advisors increased its Invesco Financial Preferred ETF (PGF) stake by 5.7% in Q2 2026, buying an estimated $5.41K and bringing the position to 7,215 shares worth $98.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2710.

Farther Finance Advisors first reported a position in PGF in Q3 2024 and has held it in 8 quarters since. The position peaked at $165K in Q2 2025. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Farther Finance Advisors held 7,215 shares of Invesco Financial Preferred ETF worth $98.9K as of Q2 2026.
Farther Finance Advisors bought 389 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $5.41K.
Invesco Financial Preferred ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2710 holding.
Farther Finance Advisors first reported a position in Invesco Financial Preferred ETF in Q3 2024 and has held it in 8 quarters since.
Farther Finance Advisors's Invesco Financial Preferred ETF position peaked at $165K in Q2 2025.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.