Gilpin Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Gilpin Wealth 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
2026 Q3	$120K	Sell	9,425 -600	-6%	-$8.06K	0.08%	173
2026 Q2	$137K	Sell	10,025 -1,000	-9%	-$13.9K	0.1%	158
2026 Q1	$152K	Sell	11,025 -1,425	-11%	-$20.3K	0.12%	137
2025 Q4	$176K	Buy	+12,450	New	+$179K	0.14%	123

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gilpin Wealth Management's PGF Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Invesco Financial Preferred ETF (PGF) stake by 6% in Q3 2026, selling an estimated $8.06K and leaving 9,425 shares worth $120K. The position accounts for 0.08% of the portfolio, ranked #173.

Gilpin Wealth Management first reported a position in PGF in Q4 2025 and has held it in 4 quarters since. The position peaked at $176K in Q4 2025. 16 funds tracked by Wall St. Rank hold PGF as of Q3 2026.

Gilpin Wealth Management held 9,425 shares of Invesco Financial Preferred ETF worth $120K as of Q3 2026.
Gilpin Wealth Management sold 600 Invesco Financial Preferred ETF shares in Q3 2026, an estimated $8.06K.
Invesco Financial Preferred ETF made up 0.08% of Gilpin Wealth Management's portfolio in Q3 2026, its #173 holding.
Gilpin Wealth Management first reported a position in Invesco Financial Preferred ETF in Q4 2025 and has held it in 4 quarters since.
Gilpin Wealth Management's Invesco Financial Preferred ETF position peaked at $176K in Q4 2025.
16 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.