Institute for Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Institute for Wealth Management’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	$255K	Hold	18,547	–	–	0.03%	462
2025 Q4	$262K	Hold	18,547	–	–	0.03%	469
2025 Q3	$271K	Sell	18,547 -300	-2%	-$4.34K	0.03%	479
2025 Q2	$266K	Sell	18,847 -353	-2%	-$4.95K	0.03%	466
2025 Q1	$274K	Sell	19,200 -100	-0.5%	-$1.47K	0.04%	436
2024 Q4	$281K	Hold	19,300	–	–	0.04%	413
2024 Q3	$302K	Sell	19,300 -300	-2%	-$4.56K	0.04%	414
2024 Q2	$289K	Hold	19,600	–	–	0.04%	393
2024 Q1	$299K	Hold	19,600	–	–	0.04%	390
2023 Q4	$286K	Sell	19,600 -300	-2%	-$4.2K	0.05%	379
2023 Q3	$280K	Hold	19,900	–	–	0.05%	366
2023 Q2	$286K	Hold	19,900	–	–	0.05%	371
2023 Q1	$289K	Sell	19,900 -250	-1%	-$3.83K	0.06%	366
2022 Q4	$290K	Hold	20,150	–	–	0.06%	356
2022 Q3	$303K	Hold	20,150	–	–	0.07%	335
2022 Q2	$313K	Hold	20,150	–	–	0.06%	383
2022 Q1	$341K	Hold	20,150	–	–	0.06%	388
2021 Q4	$379K	Sell	20,150 -127	-0.6%	-$2.38K	0.06%	329
2021 Q3	$384K	Hold	20,277	–	–	0.07%	322
2021 Q2	$391K	Hold	20,277	–	–	0.07%	318
2021 Q1	$383K	Hold	20,277	–	–	0.07%	314
2020 Q4	$390K	Sell	20,277 -170	-0.8%	-$3.23K	0.08%	305
2020 Q3	$383K	Sell	20,447 -13,098	-39%	-$243K	0.09%	272
2020 Q2	$600K	Buy	33,545 +591	+2%	+$10.5K	0.15%	195
2020 Q1	$557K	Buy	32,954 +492	+2%	+$8.94K	0.17%	167
2019 Q4	$613K	Buy	32,462 +405	+1%	+$7.6K	0.14%	216
2019 Q3	$602K	Buy	32,057 +1,399	+5%	+$26.2K	0.15%	203
2019 Q2	$565K	Buy	30,658 +1,845	+6%	+$34K	0.13%	237
2019 Q1	$526K	Buy	28,813 +1,189	+4%	+$21.5K	0.11%	235
2018 Q4	$480K	Buy	+27,624	New	+$487K	0.2%	153
2018 Q2	–	Sell	-30,696	Closed	-$560K	–	235
2018 Q1	$560K	Buy	30,696 +2,350	+8%	+$43.5K	0.17%	180
2017 Q4	$537K	Buy	28,346 +3,077	+12%	+$58.2K	0.12%	215
2017 Q3	$481K	Hold	25,269	–	–	0.16%	188
2017 Q2	$484K	Buy	+25,269	New	+$479K	0.13%	232
2014 Q4	–	Sell	-448	Closed	-$8K	–	49
2014 Q3	$8K	Hold	448	–	–	0.01%	52
2014 Q2	$8K	Hold	448	–	–	0.01%	50
2014 Q1	$8K	Hold	448	–	–	0.01%	62
2013 Q4	$8K	Hold	448	–	–	0.01%	61
2013 Q3	$8K	Sell	448 -153,803	-100%	-$2.67M	0.01%	50
2013 Q2	$2.76M	Buy	+154,251	New	+$2.83M	2.22%	21

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

Institute for Wealth Management's PGF Position: Q1 2026 in Review

Institute for Wealth Management held its Invesco Financial Preferred ETF (PGF) position steady in Q1 2026 at 18,547 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #462.

Institute for Wealth Management first reported a position in PGF in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.76M in Q2 2013. 150 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

Institute for Wealth Management held 18,547 shares of Invesco Financial Preferred ETF worth $255K as of Q1 2026.
Institute for Wealth Management left its Invesco Financial Preferred ETF share count unchanged in Q1 2026.
Invesco Financial Preferred ETF made up 0.03% of Institute for Wealth Management's portfolio in Q1 2026, its #462 holding.
Institute for Wealth Management first reported a position in Invesco Financial Preferred ETF in Q2 2013 and has held it in 40 quarters since.
Institute for Wealth Management's Invesco Financial Preferred ETF position peaked at $2.76M in Q2 2013.
150 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.