FIM
PGF icon

Freedom Investment Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-65,640
Closed -$926K – 523
2025
Q2 		$926K Sell
65,640
-1,236
-2% -$17.3K 0.07% 269
2025
Q1 		$955K Buy
66,876
+246
+0.4% +$3.61K 0.08% 250
2024
Q4 		$969K Sell
66,630
-4,623
-6% -$70.4K 0.08% 240
2024
Q3 		$1.12M Sell
71,253
-4,992
-7% -$75.8K 0.09% 212
2024
Q2 		$1.12M Sell
76,245
-28,353
-27% -$418K 0.09% 209
2024
Q1 		$1.59M Sell
104,598
-2,533
-2% -$38.1K 0.13% 154
2023
Q4 		$1.56M Buy
107,131
+4,390
+4% +$61.4K 0.13% 149
2023
Q3 		$1.44M Sell
102,741
-21,351
-17% -$304K 0.18% 134
2023
Q2 		$1.78M Buy
124,092
+6,853
+6% +$98.9K 0.2% 112
2023
Q1 		$1.7M Sell
117,239
-3,182
-3% -$48.7K 0.19% 137
2022
Q4 		$1.73M Sell
120,421
-22,078
-15% -$327K 0.2% 133
2022
Q3 		$2.14M Sell
142,499
-16,371
-10% -$259K 0.25% 95
2022
Q2 		$2.47M Buy
158,870
+7,412
+5% +$116K 0.26% 92
2022
Q1 		$2.56M Buy
151,458
+2,254
+2% +$39.3K 0.23% 101
2021
Q4 		$2.81M Buy
149,204
+5,000
+3% +$93.6K 0.21% 124
2021
Q3 		$2.73M Buy
144,204
+1,449
+1% +$27.7K 0.21% 111
2021
Q2 		$2.75M Buy
142,755
+225
+0.2% +$4.28K 0.21% 117
2021
Q1 		$2.69M Buy
+142,530
New +$2.67M 0.21% 112
2018
Q3 		– Sell
-260,797
Closed -$4.81M – 951
2018
Q2 		$4.81M Sell
260,797
-13,312
-5% -$245K 0.29% 39
2018
Q1 		$5.08M Buy
274,109
+35,861
+15% +$664K 0.26% 46
2017
Q4 		$4.5M Buy
238,248
+8,686
+4% +$164K 0.23% 46
2017
Q3 		$4.36M Buy
229,562
+17,809
+8% +$339K 0.24% 40
2017
Q2 		$4.04M Buy
211,753
+6,811
+3% +$129K 0.23% 46
2017
Q1 		$3.82M Buy
204,942
+24,165
+13% +$446K 0.22% 51
2016
Q4 		$3.25M Sell
180,777
-5,080
-3% -$93.3K 0.2% 48
2016
Q3 		$3.54M Buy
185,857
+8,118
+5% +$156K 0.23% 47
2016
Q2 		$3.41M Buy
177,739
+15,510
+10% +$293K 0.23% 38
2016
Q1 		$3.05M Buy
162,229
+17,192
+12% +$318K 0.22% 42
2015
Q4 		$2.73M Buy
145,037
+127,464
+725% +$2.36M 0.21% 55
2015
Q3 		$894K Sell
17,573
-99,978
-85% -$1.83M 0.09% 181
2015
Q2 		$2.14M Buy
117,551
+5,486
+5% +$101K 0.22% 62
2015
Q1 		$2.08M Buy
112,065
+7,354
+7% +$136K 0.23% 60
2014
Q4 		$1.91M Buy
104,711
+3,662
+4% +$66.4K 0.25% 59
2014
Q3 		$1.82M Buy
101,049
+7,724
+8% +$140K 0.32% 43
2014
Q2 		$1.7M Buy
93,325
+2,861
+3% +$51.5K 0.29% 49
2014
Q1 		$1.61M Sell
90,464
-4,083
-4% -$71.3K 0.34% 34
2013
Q4 		$1.6M Sell
94,547
-8,381
-8% -$143K 0.4% 34
2013
Q3 		$1.76M Sell
102,928
-13,847
-12% -$240K 0.5% 25
2013
Q2 		$2.09M Buy
+116,775
New +$2.15M 0.71% 20

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
EW
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 $1.84B AUM 28.81% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Freedom Investment Management's PGF Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco Financial Preferred ETF (PGF) in Q3 2025, closing a stake of 65,640 shares — an estimated $926K sold.

Freedom Investment Management first reported a position in PGF in Q2 2013 and held it in 39 quarters. The position peaked at $5.08M in Q1 2018. 162 funds tracked by Wall St. Rank hold PGF as of Q3 2025.

  • Freedom Investment Management reported no remaining Invesco Financial Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 65,640 Invesco Financial Preferred ETF shares in Q3 2025, an estimated $926K.
  • Freedom Investment Management first reported a position in Invesco Financial Preferred ETF in Q2 2013 and held it in 39 quarters.
  • Freedom Investment Management's Invesco Financial Preferred ETF position peaked at $5.08M in Q1 2018.
  • 162 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.