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 Q3	$27.5K	Buy	2,161 +1	+0%	+$13	﹤0.01%	2749
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 $569M AUM 15.41% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LRWM

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

WFC

Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

GAMMA Investing's PGF Position: Q3 2026 in Review

GAMMA Investing increased its Invesco Financial Preferred ETF (PGF) stake by 0.05% in Q3 2026, buying an estimated $13 and bringing the position to 2,161 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2749.

GAMMA Investing first reported a position in PGF in Q3 2024 and has held it in 9 quarters since. The position peaked at $32.6K in Q3 2024. 18 funds tracked by Wall St. Rank hold PGF as of Q3 2026.

GAMMA Investing held 2,161 shares of Invesco Financial Preferred ETF worth $27.5K as of Q3 2026.
GAMMA Investing bought 1 Invesco Financial Preferred ETF share in Q3 2026, an estimated $13.
Invesco Financial Preferred ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2749 holding.
GAMMA Investing first reported a position in Invesco Financial Preferred ETF in Q3 2024 and has held it in 9 quarters since.
GAMMA Investing's Invesco Financial Preferred ETF position peaked at $32.6K in Q3 2024.
18 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.