Financial Insights’s Invesco Financial Preferred ETF PGF Stock Holding History

Financial Insights’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 Q4	–	Sell	-10,000	Closed	-$146K	–	141
2025 Q3	$146K	Hold	10,000	–	–	0.05%	143
2025 Q2	$141K	Hold	10,000	–	–	0.05%	127
2025 Q1	$143K	Hold	10,000	–	–	0.06%	111
2024 Q4	$146K	Hold	10,000	–	–	0.05%	110
2024 Q3	$157K	Buy	+10,000	New	+$152K	0.05%	145
2021 Q3	–	Sell	-6,500	Closed	-$1.25M	–	183
2021 Q2	$1.25M	Buy	+6,500	New	+$124K	0.1%	105
2020 Q3	–	Sell	-11,084	Closed	-$137	–	81
2020 Q2	$137	Buy	+11,084	New	+$197K	0.12%	79

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

PAG

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 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 $1.65B AUM 20.56% 1-Year Est. Return

SAW

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

Financial Insights's PGF Position: Q4 2025 in Review

Financial Insights sold out of Invesco Financial Preferred ETF (PGF) in Q4 2025, closing a stake of 10,000 shares — an estimated $146K sold.

Financial Insights first reported a position in PGF in Q2 2020 and held it in 7 quarters. The position peaked at $1.25M in Q2 2021. 157 funds tracked by Wall St. Rank hold PGF as of Q4 2025.

Financial Insights reported no remaining Invesco Financial Preferred ETF position as of Q4 2025 after selling out during the quarter.
Financial Insights sold 10,000 Invesco Financial Preferred ETF shares in Q4 2025, an estimated $146K.
Financial Insights first reported a position in Invesco Financial Preferred ETF in Q2 2020 and held it in 7 quarters.
Financial Insights's Invesco Financial Preferred ETF position peaked at $1.25M in Q2 2021.
157 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2025.

Based on Financial Insights's 13F filing for Q4 2025, filed 1 Apr 2026.