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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

PAG

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Gilpin Wealth Management's PGF Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Invesco Financial Preferred ETF (PGF) stake by 9.1% in Q2 2026, selling an estimated $13.9K and leaving 10,025 shares worth $137K. The position accounts for 0.1% of the portfolio, ranked #158.

Gilpin Wealth Management first reported a position in PGF in Q4 2025 and has held it in 3 quarters since. The position peaked at $176K in Q4 2025. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Gilpin Wealth Management held 10,025 shares of Invesco Financial Preferred ETF worth $137K as of Q2 2026.
Gilpin Wealth Management sold 1,000 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $13.9K.
Invesco Financial Preferred ETF made up 0.1% of Gilpin Wealth Management's portfolio in Q2 2026, its #158 holding.
Gilpin Wealth Management first reported a position in Invesco Financial Preferred ETF in Q4 2025 and has held it in 3 quarters since.
Gilpin Wealth Management's Invesco Financial Preferred ETF position peaked at $176K in Q4 2025.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.