Keudell/Morrison Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Keudell/Morrison Wealth Management’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	$181K	Sell	13,187 -2,091	-14%	-$29.1K	0.03%	251
2026 Q1	$210K	Buy	+15,278	New	+$217K	0.04%	228

Other funds holding PGF

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return