Kovitz Investment Group Partners
PGF icon

Kovitz Investment Group Partners’s Invesco Financial Preferred ETF PGF Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-15,350
Closed -$224K – 1075
2025
Q3 		$224K Hold
15,350
– – ﹤0.01% 1308
2025
Q2 		$217K Buy
+15,350
New +$215K ﹤0.01% 1254

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Private Advisor Group
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EW
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IRC
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NSIM
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SAW
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Kovitz Investment Group Partners's PGF Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Invesco Financial Preferred ETF (PGF) in Q4 2025, closing a stake of 15,350 shares — an estimated $224K sold.

Kovitz Investment Group Partners first reported a position in PGF in Q2 2025 and held it in 2 quarters. The position peaked at $224K in Q3 2025. 158 funds tracked by Wall St. Rank hold PGF as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Invesco Financial Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 15,350 Invesco Financial Preferred ETF shares in Q4 2025, an estimated $224K.
  • Kovitz Investment Group Partners first reported a position in Invesco Financial Preferred ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Invesco Financial Preferred ETF position peaked at $224K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.