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Hickory Point Bank & Trust’s Invesco Financial Preferred ETF PGF Stock Holding History

Hickory Point Bank & Trust’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 		$34.3K Hold
2,500
– – 0.02% 255
2026
Q1 		$34.4K Buy
+2,500
New +$35.6K 0.02% 256

Other funds holding PGF

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
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hickory Point Bank & Trust's PGF Position: Q2 2026 in Review

Hickory Point Bank & Trust held its Invesco Financial Preferred ETF (PGF) position steady in Q2 2026 at 2,500 shares worth $34.3K. The position accounts for 0.02% of the portfolio, ranked #255.

Hickory Point Bank & Trust first reported a position in PGF in Q1 2026 and has held it in 2 quarters since. The position peaked at $34.4K in Q1 2026. 59 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

  • Hickory Point Bank & Trust held 2,500 shares of Invesco Financial Preferred ETF worth $34.3K as of Q2 2026.
  • Hickory Point Bank & Trust left its Invesco Financial Preferred ETF share count unchanged in Q2 2026.
  • Invesco Financial Preferred ETF made up 0.02% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #255 holding.
  • Hickory Point Bank & Trust first reported a position in Invesco Financial Preferred ETF in Q1 2026 and has held it in 2 quarters since.
  • Hickory Point Bank & Trust's Invesco Financial Preferred ETF position peaked at $34.4K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.