JDM Financial Group’s Invesco Financial Preferred ETF PGF Stock Holding History

JDM Financial Group’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	$26.3K	Buy	1,919 +29	+2%	+$403	0.01%	146
2026 Q1	$26K	Buy	1,890 +27	+1%	+$384	0.01%	132
2025 Q4	$26.3K	Buy	1,863 +30	+2%	+$431	0.01%	129
2025 Q3	$26.8K	Buy	1,833 +28	+2%	+$405	0.01%	124
2025 Q2	$25.5K	Buy	1,805 +27	+2%	+$378	0.01%	122
2025 Q1	$25.4K	Buy	1,778 +27	+2%	+$396	0.01%	117
2024 Q4	$25.5K	Buy	1,751 +26	+2%	+$396	0.01%	117
2024 Q3	$27K	Buy	1,725 +25	+1%	+$380	0.01%	115
2024 Q2	$25K	Buy	1,700 +27	+2%	+$398	0.02%	105
2024 Q1	$25.5K	Buy	1,673 +24	+1%	+$361	0.02%	99
2023 Q4	$24K	Buy	1,649 +31	+2%	+$434	0.02%	95
2023 Q3	$22.8K	Buy	1,618 +23	+1%	+$328	0.02%	94
2023 Q2	$22.9K	Buy	1,595 +23	+1%	+$332	0.02%	97
2023 Q1	$22.8K	Buy	1,572 +22	+1%	+$337	0.02%	94
2022 Q4	$22.3K	Buy	+1,550	New	+$22.9K	0.02%	96

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 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

JDM Financial Group's PGF Position: Q2 2026 in Review

JDM Financial Group increased its Invesco Financial Preferred ETF (PGF) stake by 1.5% in Q2 2026, buying an estimated $403 and bringing the position to 1,919 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #146.

JDM Financial Group first reported a position in PGF in Q4 2022 and has held it in 15 quarters since. The position peaked at $27K in Q3 2024. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

JDM Financial Group held 1,919 shares of Invesco Financial Preferred ETF worth $26.3K as of Q2 2026.
JDM Financial Group bought 29 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $403.
Invesco Financial Preferred ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #146 holding.
JDM Financial Group first reported a position in Invesco Financial Preferred ETF in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Invesco Financial Preferred ETF position peaked at $27K in Q3 2024.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.