HighTower Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

HighTower 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
2026 Q2	$734K	Sell	53,556 -545	-1%	-$7.58K	﹤0.01%	2448
2026 Q1	$744K	Buy	54,101 +300	+0.6%	+$4.27K	﹤0.01%	2397
2025 Q4	$761K	Sell	53,801 -18,290	-25%	-$263K	﹤0.01%	2315
2025 Q3	$1.05M	Sell	72,091 -56	-0.1%	-$810	﹤0.01%	2055
2025 Q2	$1.02M	Buy	72,147 +151	+0.2%	+$2.12K	﹤0.01%	2000
2025 Q1	$1.03M	Sell	71,996 -439	-0.6%	-$6.44K	﹤0.01%	1948
2024 Q4	$1.05M	Sell	72,435 -2,475	-3%	-$37.7K	﹤0.01%	1919
2024 Q3	$1.17M	Buy	74,910 +4,149	+6%	+$63K	﹤0.01%	1832
2024 Q2	$1.04M	Buy	70,761 +12,576	+22%	+$186K	﹤0.01%	1832
2024 Q1	$886K	Buy	58,185 +4,975	+9%	+$74.8K	﹤0.01%	1876
2023 Q4	$775K	Sell	53,210 -5,848	-10%	-$81.8K	﹤0.01%	2001
2023 Q3	$832K	Buy	+59,058	New	+$842K	﹤0.01%	1900
2022 Q3	–	Sell	-23,184	Closed	-$361K	–	3337
2022 Q2	$361K	Sell	23,184 -50,272	-68%	-$789K	﹤0.01%	2246
2022 Q1	$1.24M	Sell	73,456 -8,098	-10%	-$141K	﹤0.01%	1629
2021 Q4	$1.53M	Sell	81,554 -1,447	-2%	-$27.1K	﹤0.01%	1512
2021 Q3	$1.57M	Buy	83,001 +62,660	+308%	+$1.2M	﹤0.01%	1402
2021 Q2	$393K	Sell	20,341 -86	-0.4%	-$1.64K	﹤0.01%	2189
2021 Q1	$385K	Sell	20,427 -294	-1%	-$5.51K	﹤0.01%	2138
2020 Q4	$400K	Sell	20,721 -301	-1%	-$5.71K	﹤0.01%	1748
2020 Q3	$394K	Buy	+21,022	New	+$390K	﹤0.01%	1687
2020 Q2	–	Sell	-13,887	Closed	-$235K	–	2511
2020 Q1	$235K	Sell	13,887 -1,604	-10%	-$29.1K	﹤0.01%	1708
2019 Q4	$293K	Buy	15,491 +3,722	+32%	+$69.8K	﹤0.01%	1739
2019 Q3	$222K	Sell	11,769 -1,171	-9%	-$21.9K	﹤0.01%	2004
2019 Q2	$237K	Sell	12,940 -4,856	-27%	-$89.5K	﹤0.01%	1944
2019 Q1	$324K	Sell	17,796 -879	-5%	-$15.9K	﹤0.01%	1687
2018 Q4	$326K	Buy	18,675 +456	+3%	+$8.05K	﹤0.01%	1565
2018 Q3	$333K	Sell	18,219 -1,597	-8%	-$29.4K	﹤0.01%	1678
2018 Q2	$367K	Buy	19,816 +2,615	+15%	+$48.1K	﹤0.01%	1593
2018 Q1	$322K	Buy	17,201 +4,458	+35%	+$82.6K	﹤0.01%	1643
2017 Q4	$242K	Buy	12,743 +388	+3%	+$7.34K	﹤0.01%	1812
2017 Q3	$236K	Buy	12,355 +674	+6%	+$12.8K	﹤0.01%	1808
2017 Q2	$226K	Buy	11,681 +1,612	+16%	+$30.6K	﹤0.01%	1786
2017 Q1	$188K	Buy	+10,069	New	+$186K	﹤0.01%	1781
2013 Q3	–	Sell	-11,591	Closed	-$207K	–	1423
2013 Q2	$207K	Buy	+11,591	New	+$213K	0.01%	1114

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

HighTower Advisors's PGF Position: Q2 2026 in Review

HighTower Advisors reduced its Invesco Financial Preferred ETF (PGF) stake by 1% in Q2 2026, selling an estimated $7.58K and leaving 53,556 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

HighTower Advisors first reported a position in PGF in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.57M in Q3 2021. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

HighTower Advisors held 53,556 shares of Invesco Financial Preferred ETF worth $734K as of Q2 2026.
HighTower Advisors sold 545 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $7.58K.
Invesco Financial Preferred ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2448 holding.
HighTower Advisors first reported a position in Invesco Financial Preferred ETF in Q2 2013 and has held it in 34 quarters since.
HighTower Advisors's Invesco Financial Preferred ETF position peaked at $1.57M in Q3 2021.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.