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 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

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 $21.8B AUM 28.57% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 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

Integrated Advisors Network's PGF Position: Q1 2026 in Review

Integrated Advisors Network reduced its Invesco Financial Preferred ETF (PGF) stake by 80% in Q1 2026, selling an estimated $683K and leaving 12,229 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #675.

Integrated Advisors Network first reported a position in PGF in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.82M in Q4 2021. 150 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

Integrated Advisors Network held 12,229 shares of Invesco Financial Preferred ETF worth $168K as of Q1 2026.
Integrated Advisors Network sold 48,010 Invesco Financial Preferred ETF shares in Q1 2026, an estimated $683K.
Invesco Financial Preferred ETF made up 0.01% of Integrated Advisors Network's portfolio in Q1 2026, its #675 holding.
Integrated Advisors Network first reported a position in Invesco Financial Preferred ETF in Q2 2020 and has held it in 24 quarters since.
Integrated Advisors Network's Invesco Financial Preferred ETF position peaked at $4.82M in Q4 2021.
150 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.