Farther Finance Advisors
PGF icon

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
Q3 		$67.4K Sell
5,293
-1,922
-27% -$25.8K ﹤0.01% 3171
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

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's PGF Position: Q3 2026 in Review

Farther Finance Advisors reduced its Invesco Financial Preferred ETF (PGF) stake by 27% in Q3 2026, selling an estimated $25.8K and leaving 5,293 shares worth $67.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3171.

Farther Finance Advisors first reported a position in PGF in Q3 2024 and has held it in 9 quarters since. The position peaked at $165K in Q2 2025. 16 funds tracked by Wall St. Rank hold PGF as of Q3 2026.

  • Farther Finance Advisors held 5,293 shares of Invesco Financial Preferred ETF worth $67.4K as of Q3 2026.
  • Farther Finance Advisors sold 1,922 Invesco Financial Preferred ETF shares in Q3 2026, an estimated $25.8K.
  • Invesco Financial Preferred ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3171 holding.
  • Farther Finance Advisors first reported a position in Invesco Financial Preferred ETF in Q3 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's Invesco Financial Preferred ETF position peaked at $165K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.