HF Advisory Group’s Invesco Financial Preferred ETF PGF Stock Holding History

HF Advisory Group’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	$349K	Buy	25,438 +1,589	+7%	+$22.1K	0.11%	147
2026 Q1	$328K	Sell	23,849 -132	-0.6%	-$1.88K	0.11%	141
2025 Q4	$339K	Buy	23,981 +1,796	+8%	+$25.8K	0.12%	143
2025 Q3	$324K	Buy	22,185 +1,106	+5%	+$16K	0.12%	141
2025 Q2	$297K	Buy	21,079 +938	+5%	+$13.1K	0.12%	141
2025 Q1	$288K	Buy	20,141 +992	+5%	+$14.6K	0.13%	138
2024 Q4	$279K	Buy	19,149 +427	+2%	+$6.5K	0.13%	138
2024 Q3	$293K	Buy	18,722 +997	+6%	+$15.1K	0.14%	141
2024 Q2	$261K	Buy	17,725 +812	+5%	+$12K	0.14%	144
2024 Q1	$258K	Sell	16,913 -2,326	-12%	-$35K	0.14%	144
2023 Q4	$281K	Sell	19,239 -126	-0.7%	-$1.76K	0.18%	137
2023 Q3	$272K	Sell	19,365 -2,108	-10%	-$30K	0.2%	129
2023 Q2	$308K	Buy	21,473 +1,189	+6%	+$17.2K	0.24%	113
2023 Q1	$295K	Buy	20,284 +1,924	+10%	+$29.4K	0.26%	107
2022 Q4	$264K	Buy	+18,360	New	+$272K	0.27%	112

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

HF Advisory Group's PGF Position: Q2 2026 in Review

HF Advisory Group increased its Invesco Financial Preferred ETF (PGF) stake by 6.7% in Q2 2026, buying an estimated $22.1K and bringing the position to 25,438 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #147.

HF Advisory Group first reported a position in PGF in Q4 2022 and has held it in 15 quarters since. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

HF Advisory Group held 25,438 shares of Invesco Financial Preferred ETF worth $349K as of Q2 2026.
HF Advisory Group bought 1,589 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $22.1K.
Invesco Financial Preferred ETF made up 0.11% of HF Advisory Group's portfolio in Q2 2026, its #147 holding.
HF Advisory Group first reported a position in Invesco Financial Preferred ETF in Q4 2022 and has held it in 15 quarters since.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.