Integrated Advisors Network
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Integrated Advisors Network’s Invesco Financial Preferred ETF PGF Stock Holding History

Integrated Advisors Network’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
Q3 		– Sell
-11,186
Closed -$153K – 723
2026
Q2 		$153K Sell
11,186
-1,043
-9% -$14.5K 0.01% 668
2026
Q1 		$168K Sell
12,229
-48,010
-80% -$683K 0.01% 675
2025
Q4 		$852K Sell
60,239
-19,649
-25% -$282K 0.04% 375
2025
Q3 		$1.17M Sell
79,888
-1,846
-2% -$26.7K 0.05% 331
2025
Q2 		$1.15M Sell
81,734
-83,839
-51% -$1.17M 0.05% 322
2025
Q1 		$2.36M Buy
165,573
+7,233
+5% +$106K 0.12% 184
2024
Q4 		$2.3M Buy
158,340
+19,066
+14% +$290K 0.11% 193
2024
Q3 		$2.18M Buy
139,274
+13,846
+11% +$210K 0.1% 202
2024
Q2 		$1.85M Buy
125,428
+4,993
+4% +$73.7K 0.09% 208
2024
Q1 		$1.84M Buy
120,435
+19,217
+19% +$289K 0.09% 216
2023
Q4 		$1.48M Buy
101,218
+959
+1% +$13.4K 0.08% 232
2023
Q3 		$1.41M Buy
100,259
+9,058
+10% +$129K 0.09% 227
2023
Q2 		$1.31M Buy
91,201
+6,137
+7% +$88.6K 0.08% 243
2023
Q1 		$1.24M Buy
85,064
+73,526
+637% +$1.12M 0.07% 251
2022
Q4 		$166K Sell
11,538
-494
-4% -$7.31K 0.01% 595
2022
Q3 		$181K Sell
12,032
-9,861
-45% -$156K 0.01% 603
2022
Q2 		$340K Sell
21,893
-183,484
-89% -$2.88M 0.02% 501
2022
Q1 		$3.48M Sell
205,377
-50,445
-20% -$879K 0.2% 128
2021
Q4 		$4.82M Buy
255,822
+38,326
+18% +$717K 0.28% 84
2021
Q3 		$4.12M Buy
217,496
+1,727
+0.8% +$33K 0.27% 98
2021
Q2 		$4.16M Buy
215,769
+94,043
+77% +$1.79M 0.31% 88
2021
Q1 		$2.3M Buy
121,726
+13,764
+13% +$258K 0.21% 130
2020
Q4 		$2.07M Buy
107,962
+21,642
+25% +$411K 0.23% 127
2020
Q3 		$1.62M Buy
86,320
+49,070
+132% +$911K 0.2% 127
2020
Q2 		$667K Buy
+37,250
New +$663K 0.08% 225

Other funds holding PGF

Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Wealth Advisory Solutions
Wealth Advisory Solutions Indiianapolis, Indiana $484M AUM 15.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Lord & Richards Wealth Management
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Integrated Advisors Network's PGF Position: Q3 2026 in Review

Integrated Advisors Network sold out of Invesco Financial Preferred ETF (PGF) in Q3 2026, closing a stake of 11,186 shares — an estimated $153K sold.

Integrated Advisors Network first reported a position in PGF in Q2 2020 and held it in 25 quarters. The position peaked at $4.82M in Q4 2021. 56 funds tracked by Wall St. Rank hold PGF as of Q3 2026.

  • Integrated Advisors Network reported no remaining Invesco Financial Preferred ETF position as of Q3 2026 after selling out during the quarter.
  • Integrated Advisors Network sold 11,186 Invesco Financial Preferred ETF shares in Q3 2026, an estimated $153K.
  • Integrated Advisors Network first reported a position in Invesco Financial Preferred ETF in Q2 2020 and held it in 25 quarters.
  • Integrated Advisors Network's Invesco Financial Preferred ETF position peaked at $4.82M in Q4 2021.
  • 56 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.