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

Friedenthal Financial’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 Q1	–	Sell	-5,343	Closed	-$75.6K	–	293
2025 Q4	$75.6K	Buy	5,343 +222	+4%	+$3.19K	0.04%	144
2025 Q3	$74.9K	Buy	5,121 +1	+0%	+$14	0.04%	143
2025 Q2	$72.2K	Buy	5,120 +78	+2%	+$1.09K	0.04%	137
2025 Q1	$72K	Buy	5,042 +249	+5%	+$3.65K	0.04%	134
2024 Q4	$69.7K	Hold	4,793	–	–	0.04%	133
2024 Q3	$75.1K	Buy	4,793 +5	+0.1%	+$76	0.04%	132
2024 Q2	$70.5K	Hold	4,788	–	–	0.04%	131
2024 Q1	$73K	Sell	4,788 -39	-0.8%	-$587	0.04%	127
2023 Q4	$70.4K	Buy	+4,827	New	+$67.5K	0.05%	129

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

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

SAW

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

Friedenthal Financial's PGF Position: Q1 2026 in Review

Friedenthal Financial sold out of Invesco Financial Preferred ETF (PGF) in Q1 2026, closing a stake of 5,343 shares — an estimated $75.6K sold.

Friedenthal Financial first reported a position in PGF in Q4 2023 and held it in 9 quarters. The position peaked at $75.6K in Q4 2025. 150 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

Friedenthal Financial reported no remaining Invesco Financial Preferred ETF position as of Q1 2026 after selling out during the quarter.
Friedenthal Financial sold 5,343 Invesco Financial Preferred ETF shares in Q1 2026, an estimated $75.6K.
Friedenthal Financial first reported a position in Invesco Financial Preferred ETF in Q4 2023 and held it in 9 quarters.
Friedenthal Financial's Invesco Financial Preferred ETF position peaked at $75.6K in Q4 2025.
150 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on Friedenthal Financial's 13F filing for Q1 2026, filed 20 Apr 2026.