Glen Eagle Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Glen Eagle Advisors’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
2025 Q4	–	Sell	-600	Closed	-$8.77K	–	1121
2025 Q3	$8.77K	Buy	+600	New	+$8.67K	﹤0.01%	713
2024 Q2	–	Sell	-600	Closed	-$9.14K	–	1188
2024 Q1	$9.14K	Hold	600	–	–	﹤0.01%	672
2023 Q4	$8.75K	Hold	600	–	–	﹤0.01%	657
2023 Q3	$8.44K	Hold	600	–	–	﹤0.01%	651
2023 Q2	$8.61K	Buy	+600	New	+$8.66K	﹤0.01%	662
2023 Q1	–	Sell	-500	Closed	-$7.2K	–	1186
2022 Q4	$7.2K	Hold	500	–	–	﹤0.01%	660
2022 Q3	$7.52K	Sell	500 -600	-55%	-$9.49K	﹤0.01%	639
2022 Q2	$17.1K	Buy	1,100 +600	+120%	+$9.41K	﹤0.01%	534
2022 Q1	$8.46K	Buy	+500	New	+$8.72K	﹤0.01%	653
2019 Q4	–	Sell	-100	Closed	-$1.88K	–	922
2019 Q3	$1.88K	Hold	100	–	–	﹤0.01%	708
2019 Q2	$1.84K	Hold	100	–	–	﹤0.01%	704
2019 Q1	$1.83K	Buy	+100	New	+$1.81K	﹤0.01%	661

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 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 $1.65B AUM 20.56% 1-Year Est. Return

SAW

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

Glen Eagle Advisors's PGF Position: Q4 2025 in Review

Glen Eagle Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q4 2025, closing a stake of 600 shares — an estimated $8.77K sold.

Glen Eagle Advisors first reported a position in PGF in Q1 2019 and held it in 12 quarters. The position peaked at $17.1K in Q2 2022. 157 funds tracked by Wall St. Rank hold PGF as of Q4 2025.

Glen Eagle Advisors reported no remaining Invesco Financial Preferred ETF position as of Q4 2025 after selling out during the quarter.
Glen Eagle Advisors sold 600 Invesco Financial Preferred ETF shares in Q4 2025, an estimated $8.77K.
Glen Eagle Advisors first reported a position in Invesco Financial Preferred ETF in Q1 2019 and held it in 12 quarters.
Glen Eagle Advisors's Invesco Financial Preferred ETF position peaked at $17.1K in Q2 2022.
157 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2025.

Based on Glen Eagle Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.