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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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

Keudell/Morrison Wealth Management's PGF Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Invesco Financial Preferred ETF (PGF) stake by 14% in Q2 2026, selling an estimated $29.1K and leaving 13,187 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #251.

Keudell/Morrison Wealth Management first reported a position in PGF in Q1 2026 and has held it in 2 quarters since. The position peaked at $210K in Q1 2026. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

  • Keudell/Morrison Wealth Management held 13,187 shares of Invesco Financial Preferred ETF worth $181K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 2,091 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $29.1K.
  • Invesco Financial Preferred ETF made up 0.03% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Keudell/Morrison Wealth Management first reported a position in Invesco Financial Preferred ETF in Q1 2026 and has held it in 2 quarters since.
  • Keudell/Morrison Wealth Management's Invesco Financial Preferred ETF position peaked at $210K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.