GI
PGF icon

GAMMA Investing’s Invesco Financial Preferred ETF PGF Stock Holding History

GAMMA Investing’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 		$29.6K Sell
2,160
-20
-0.9% -$278 ﹤0.01% 2621
2026
Q1 		$30K Hold
2,180
– – ﹤0.01% 2497
2025
Q4 		$30.8K Hold
2,180
– – ﹤0.01% 2373
2025
Q3 		$31.9K Hold
2,180
– – ﹤0.01% 2268
2025
Q2 		$30.8K Hold
2,180
– – ﹤0.01% 2236
2025
Q1 		$31.1K Hold
2,180
– – ﹤0.01% 2128
2024
Q4 		$31.7K Buy
2,180
+100
+5% +$1.52K ﹤0.01% 2006
2024
Q3 		$32.6K Buy
+2,080
New +$31.6K ﹤0.01% 1794

Other funds holding PGF

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
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM

GAMMA Investing's PGF Position: Q2 2026 in Review

GAMMA Investing reduced its Invesco Financial Preferred ETF (PGF) stake by 0.92% in Q2 2026, selling an estimated $278 and leaving 2,160 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

GAMMA Investing first reported a position in PGF in Q3 2024 and has held it in 8 quarters since. The position peaked at $32.6K in Q3 2024. 47 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

  • GAMMA Investing held 2,160 shares of Invesco Financial Preferred ETF worth $29.6K as of Q2 2026.
  • GAMMA Investing sold 20 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $278.
  • Invesco Financial Preferred ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2621 holding.
  • GAMMA Investing first reported a position in Invesco Financial Preferred ETF in Q3 2024 and has held it in 8 quarters since.
  • GAMMA Investing's Invesco Financial Preferred ETF position peaked at $32.6K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.