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

IFP 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
2025 Q2	–	Sell	-4,031	Closed	-$57.6K	–	4994
2025 Q1	$57.6K	Hold	4,031	–	–	﹤0.01%	1830
2024 Q4	$58.7K	Buy	4,031 +61	+2%	+$929	﹤0.01%	1751
2024 Q3	$62.2K	Buy	3,970 +57	+1%	+$866	﹤0.01%	1629
2024 Q2	$57.6K	Buy	3,913 +61	+2%	+$900	﹤0.01%	1612
2024 Q1	$58.7K	Buy	3,852 +57	+2%	+$857	﹤0.01%	1515
2023 Q4	$55.3K	Sell	3,795 -157	-4%	-$2.19K	﹤0.01%	1500
2023 Q3	$55.6K	Buy	3,952 +1,928	+95%	+$27.5K	﹤0.01%	1507
2023 Q2	$29K	Sell	2,024 -2,272	-53%	-$32.8K	﹤0.01%	1843
2023 Q1	$79.1K	Buy	4,296 +25	+0.6%	+$383	﹤0.01%	1365
2022 Q4	$78K	Sell	4,271 -15,109	-78%	-$224K	﹤0.01%	1921
2022 Q3	$357K	Buy	19,380 +31	+0.2%	+$490	0.01%	1093
2022 Q2	$356K	Hold	19,349	–	–	0.01%	991
2022 Q1	$356K	Sell	19,349 -26,048	-57%	-$454K	0.01%	991
2021 Q4	$856K	Sell	45,397 -5,869	-11%	-$110K	0.02%	444
2021 Q3	$970K	Buy	51,266 +4,971	+11%	+$94.9K	0.02%	409
2021 Q2	$893K	Buy	46,295 +7,757	+20%	+$148K	0.02%	398
2021 Q1	$729K	Sell	38,538 -733	-2%	-$13.7K	0.01%	423
2020 Q4	$751K	Buy	39,271 +32,711	+499%	+$621K	0.03%	402
2020 Q3	$124K	Buy	+6,560	New	+$122K	0.01%	894
2020 Q1	–	Sell	-1,900	Closed	-$34.5K	–	2938
2019 Q4	$36K	Sell	1,900 -165	-8%	-$3.1K	﹤0.01%	1386
2019 Q3	$39K	Buy	+2,065	New	+$38.6K	﹤0.01%	1480
2019 Q1	$3K	Sell	165 -2,394	-94%	-$43.3K	﹤0.01%	2024
2018 Q4	$44K	Sell	2,559 -7,638	-75%	-$135K	﹤0.01%	1680
2018 Q3	$185K	Buy	10,197 +731	+8%	+$13.4K	0.01%	1124
2018 Q2	$175K	Buy	9,466 +87	+0.9%	+$1.6K	0.01%	1138
2018 Q1	$177K	Hold	9,379	–	–	0.01%	1043
2017 Q4	$177K	Sell	9,379 -1,959	-17%	-$37.1K	0.01%	1049
2017 Q3	$215K	Buy	11,338 +1,022	+10%	+$19.4K	0.01%	1097
2017 Q2	$197K	Buy	10,316 +15	+0.1%	+$284	0.01%	1136
2017 Q1	$192K	Sell	10,301 -1,200	-10%	-$22.1K	0.01%	1134
2016 Q4	$207K	Buy	11,501 +1,362	+13%	+$25K	0.01%	1037
2016 Q3	$193K	Buy	10,139 +1,541	+18%	+$29.7K	0.01%	1023
2016 Q2	$165K	Buy	8,598 +8,433	+5,111%	+$159K	0.01%	1080
2016 Q1	$3K	Sell	165 -7,589	-98%	-$140K	﹤0.01%	2020
2015 Q4	$146K	Buy	+7,754	New	+$144K	0.01%	992

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

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

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

PAG

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

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

NSIM

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

IRC

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

SAW

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

IFP Advisors's PGF Position: Q2 2025 in Review

IFP Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q2 2025, closing a stake of 4,031 shares — an estimated $57.6K sold.

IFP Advisors first reported a position in PGF in Q4 2015 and held it in 35 quarters. The position peaked at $970K in Q3 2021. 159 funds tracked by Wall St. Rank hold PGF as of Q2 2025.

IFP Advisors reported no remaining Invesco Financial Preferred ETF position as of Q2 2025 after selling out during the quarter.
IFP Advisors sold 4,031 Invesco Financial Preferred ETF shares in Q2 2025, an estimated $57.6K.
IFP Advisors first reported a position in Invesco Financial Preferred ETF in Q4 2015 and held it in 35 quarters.
IFP Advisors's Invesco Financial Preferred ETF position peaked at $970K in Q3 2021.
159 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.