HRT Financial’s Invesco Financial Preferred ETF PGF Stock Holding History

HRT Financial’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	-28,704	Closed	-$405K	–	4510
2025 Q4	$405K	Buy	28,704 +11,619	+68%	+$167K	﹤0.01%	2223
2025 Q3	$249K	Buy	+17,085	New	+$247K	﹤0.01%	2295
2024 Q1	–	Sell	-16,772	Closed	-$244K	–	2902
2023 Q4	$244K	Buy	+16,772	New	+$235K	﹤0.01%	1709
2023 Q3	–	Sell	-11,369	Closed	-$163K	–	2926
2023 Q2	$163K	Sell	11,369 -8,102	-42%	-$117K	﹤0.01%	1894
2023 Q1	$282K	Buy	+19,471	New	+$298K	﹤0.01%	1744

Other funds holding PGF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

HRT Financial's PGF Position: Q1 2026 in Review

HRT Financial sold out of Invesco Financial Preferred ETF (PGF) in Q1 2026, closing a stake of 28,704 shares — an estimated $405K sold.

HRT Financial first reported a position in PGF in Q1 2023 and held it in 5 quarters. The position peaked at $405K in Q4 2025. 150 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

HRT Financial reported no remaining Invesco Financial Preferred ETF position as of Q1 2026 after selling out during the quarter.
HRT Financial sold 28,704 Invesco Financial Preferred ETF shares in Q1 2026, an estimated $405K.
HRT Financial first reported a position in Invesco Financial Preferred ETF in Q1 2023 and held it in 5 quarters.
HRT Financial's Invesco Financial Preferred ETF position peaked at $405K in Q4 2025.
150 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.