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Guardian Wealth Advisors (North Carolina)’s Invesco Financial Preferred ETF PGF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q3 		– Sell
-2,881
Closed -$40.7K – 485
2025
Q2 		$40.7K Buy
2,881
+260
+10% +$3.64K ﹤0.01% 411
2025
Q1 		$37.4K Buy
+2,621
New +$38.5K ﹤0.01% 399

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EW
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

Guardian Wealth Advisors (North Carolina)'s PGF Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco Financial Preferred ETF (PGF) in Q3 2025, closing a stake of 2,881 shares — an estimated $40.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PGF in Q1 2025 and held it in 2 quarters. The position peaked at $40.7K in Q2 2025. 162 funds tracked by Wall St. Rank hold PGF as of Q3 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Invesco Financial Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 2,881 Invesco Financial Preferred ETF shares in Q3 2025, an estimated $40.7K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Financial Preferred ETF in Q1 2025 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Invesco Financial Preferred ETF position peaked at $40.7K in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.