Investors Research Corp’s Invesco Financial Preferred ETF PGF Stock Holding History

Investors Research Corp’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 Q2	$5.2M	Buy	378,941 +26,222	+7%	+$365K	0.93%	26
2026 Q1	$4.85M	Buy	352,719 +29,925	+9%	+$426K	0.93%	26
2025 Q4	$4.56M	Buy	322,794 +25,710	+9%	+$369K	0.84%	29
2025 Q3	$4.34M	Buy	297,084 +21,820	+8%	+$315K	0.8%	29
2025 Q2	$3.88M	Buy	275,264 +29,475	+12%	+$413K	0.76%	29
2025 Q1	$3.51M	Buy	245,789 +37,879	+18%	+$556K	0.76%	29
2024 Q4	$3.03M	Buy	207,910 +27,511	+15%	+$419K	0.66%	31
2024 Q3	$2.83M	Buy	180,399 +23,866	+15%	+$363K	0.62%	31
2024 Q2	$2.31M	Buy	156,533 +20,117	+15%	+$297K	0.54%	31
2024 Q1	$2.08M	Buy	136,416 +12,096	+10%	+$182K	0.49%	37
2023 Q4	$1.81M	Buy	124,320 +11,361	+10%	+$159K	0.44%	44
2023 Q3	$1.59M	Buy	112,959 +9,938	+10%	+$142K	0.41%	47
2023 Q2	$1.48M	Buy	103,021 +9,551	+10%	+$138K	0.37%	51
2023 Q1	$1.36M	Buy	93,470 +11,944	+15%	+$183K	0.35%	59
2022 Q4	$1.17M	Buy	81,526 +14,489	+22%	+$214K	0.32%	78
2022 Q3	$1.01M	Buy	67,037 +17,105	+34%	+$271K	0.31%	76
2022 Q2	$776K	Buy	49,932 +22,382	+81%	+$351K	0.23%	122
2022 Q1	$466K	Buy	+27,550	New	+$480K	0.13%	204

Other funds holding PGF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Investors Research Corp's PGF Position: Q2 2026 in Review

Investors Research Corp increased its Invesco Financial Preferred ETF (PGF) stake by 7.4% in Q2 2026, buying an estimated $365K and bringing the position to 378,941 shares worth $5.2M. The position accounts for 0.93% of the portfolio, ranked #26.

Investors Research Corp first reported a position in PGF in Q1 2022 and has held it in 18 quarters since. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Investors Research Corp held 378,941 shares of Invesco Financial Preferred ETF worth $5.2M as of Q2 2026.
Investors Research Corp bought 26,222 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $365K.
Invesco Financial Preferred ETF made up 0.93% of Investors Research Corp's portfolio in Q2 2026, its #26 holding.
Investors Research Corp first reported a position in Invesco Financial Preferred ETF in Q1 2022 and has held it in 18 quarters since.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.