Hantz Financial Services
PGF icon

Hantz Financial Services’s Invesco Financial Preferred ETF PGF Stock Holding History

Hantz Financial Services’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
Q1 		– Sell
-517
Closed -$7K – 2578
2025
Q4 		$7K Buy
+517
New +$7.42K ﹤0.01% 2085

Other funds holding PGF

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Hantz Financial Services's PGF Position: Q1 2026 in Review

Hantz Financial Services sold out of Invesco Financial Preferred ETF (PGF) in Q1 2026, closing a stake of 517 shares — an estimated $7K sold.

Hantz Financial Services first reported a position in PGF in Q4 2025 and held it in 1 quarter. The position peaked at $7K in Q4 2025. 151 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

  • Hantz Financial Services reported no remaining Invesco Financial Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • Hantz Financial Services sold 517 Invesco Financial Preferred ETF shares in Q1 2026, an estimated $7K.
  • Hantz Financial Services first reported a position in Invesco Financial Preferred ETF in Q4 2025 and held it in 1 quarter.
  • Hantz Financial Services's Invesco Financial Preferred ETF position peaked at $7K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.