FFA
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Founders Financial Alliance’s Invesco Financial Preferred ETF PGF Stock Holding History

Founders Financial Alliance’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 		$11.3K Hold
826
– – ﹤0.01% 683
2026
Q1 		$11.4K Buy
+826
New +$11.8K ﹤0.01% 623
2025
Q4 		– Sell
-1,556
Closed -$22.7K – 684
2025
Q3 		$22.7K Buy
+1,556
New +$22.5K ﹤0.01% 556
2025
Q1 		– Sell
-826
Closed -$12K – 639
2024
Q4 		$12K Hold
826
– – ﹤0.01% 472
2024
Q3 		$12.9K Hold
826
– – ﹤0.01% 477
2024
Q2 		$12.2K Hold
826
– – ﹤0.01% 464
2024
Q1 		$12.6K Sell
826
-57
-6% -$857 ﹤0.01% 464
2023
Q4 		$12.9K Sell
883
-1,240
-58% -$17.3K 0.01% 417
2023
Q3 		$29.9K Hold
2,123
– – 0.01% 355
2023
Q2 		$30.5K Sell
2,123
-799
-27% -$11.5K 0.01% 381
2023
Q1 		$42.9K Sell
2,922
-1,275
-30% -$19.5K 0.02% 314
2022
Q4 		$60.4K Sell
4,197
-230
-5% -$3.4K 0.03% 303
2022
Q3 		$67K Buy
4,427
+1,091
+33% +$17.3K 0.03% 292
2022
Q2 		$52K Sell
3,336
-1,055
-24% -$16.6K 0.03% 330
2022
Q1 		$74K Buy
4,391
+2
+0% +$35 0.03% 286
2021
Q4 		$83K Buy
4,389
+3
+0.1% +$56 0.03% 315
2021
Q3 		$83K Buy
4,386
+3
+0.1% +$57 0.04% 292
2021
Q2 		$84K Buy
4,383
+1
+0% +$19 0.04% 310
2021
Q1 		$82K Sell
4,382
-1,499
-25% -$28.1K 0.04% 291
2020
Q4 		$112K Buy
5,881
+1,370
+30% +$26K 0.06% 235
2020
Q3 		$84K Buy
+4,511
New +$83.8K 0.05% 294

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

Founders Financial Alliance's PGF Position: Q2 2026 in Review

Founders Financial Alliance held its Invesco Financial Preferred ETF (PGF) position steady in Q2 2026 at 826 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Founders Financial Alliance first reported a position in PGF in Q3 2020 and has held it in 21 quarters since. The position peaked at $112K in Q4 2020. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

  • Founders Financial Alliance held 826 shares of Invesco Financial Preferred ETF worth $11.3K as of Q2 2026.
  • Founders Financial Alliance left its Invesco Financial Preferred ETF share count unchanged in Q2 2026.
  • Invesco Financial Preferred ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #683 holding.
  • Founders Financial Alliance first reported a position in Invesco Financial Preferred ETF in Q3 2020 and has held it in 21 quarters since.
  • Founders Financial Alliance's Invesco Financial Preferred ETF position peaked at $112K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.