Jeff Yass’s Invesco Financial Preferred ETF PGF Stock Holding History

Jeff Yass’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
2024 Q3	–	Sell	-10,800	Closed	-$159K	–	12770
2024 Q2	$159K	Sell	10,800 -10,800	-50%	-$159K	﹤0.01%	10631
2024 Q1	$329K	Buy	21,600 +4,700	+28%	+$70.7K	﹤0.01%	9500
2023 Q4	$246K	Buy	+16,900	New	+$236K	﹤0.01%	10252
2023 Q1	–	Sell	-10,000	Closed	-$144K	–	13255
2022 Q4	$144K	Buy	+10,000	New	+$148K	﹤0.01%	10550
2021 Q3	–	Sell	-17,000	Closed	-$328K	–	13349
2021 Q2	$328K	Buy	+17,000	New	+$323K	﹤0.01%	10573
2021 Q1	–	Sell	-11,300	Closed	-$217K	–	12689
2020 Q4	$217K	Sell	11,300 -88,900	-89%	-$1.69M	﹤0.01%	9910
2020 Q3	$1.88M	Buy	100,200 +16,200	+19%	+$301K	﹤0.01%	4742
2020 Q2	$1.5M	Buy	84,000 +69,800	+492%	+$1.24M	﹤0.01%	5027
2020 Q1	$240K	Buy	+14,200	New	+$258K	﹤0.01%	8380
2017 Q1	–	Sell	-11,900	Closed	-$214K	–	9702
2016 Q4	$214K	Sell	11,900 -1,900	-14%	-$34.9K	﹤0.01%	8562
2016 Q3	$263K	Buy	13,800 +1,000	+8%	+$19.3K	﹤0.01%	7149
2016 Q2	$246K	Buy	+12,800	New	+$242K	﹤0.01%	7282

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

Jeff Yass's PGF Position: Q2 2026 in Review

Jeff Yass increased its Invesco Financial Preferred ETF (PGF) stake by 26% in Q2 2026, buying an estimated $145K and bringing the position to 50,215 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #9151.

Jeff Yass first reported a position in PGF in Q2 2013 and has held it in 35 quarters since. The position peaked at $4M in Q4 2020. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Jeff Yass held 50,215 shares of Invesco Financial Preferred ETF worth $688K as of Q2 2026.
Jeff Yass bought 10,399 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $145K.
Invesco Financial Preferred ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9151 holding.
Jeff Yass first reported a position in Invesco Financial Preferred ETF in Q2 2013 and has held it in 35 quarters since.
Jeff Yass's Invesco Financial Preferred ETF position peaked at $4M in Q4 2020.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.