KF
PGF icon

Krilogy Financial’s Invesco Financial Preferred ETF PGF Stock Holding History

Krilogy Financial’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
Q1 		$193K Buy
13,640
+48
+0.4% +$683 0.01% 906
2025
Q4 		$196K Buy
13,592
+83
+0.6% +$1.19K 0.01% 884
2025
Q3 		$195K Buy
+13,509
New +$195K 0.01% 825
2024
Q4 		– Sell
-13,158
Closed -$206K – 230
2024
Q3 		$206K Buy
+13,158
New +$200K 0.01% 213
2024
Q1 		– Sell
-16,006
Closed -$233K – 230
2023
Q4 		$233K Buy
+16,006
New +$224K 0.02% 195
2023
Q2 		– Sell
-10,839
Closed -$157K – 340
2023
Q1 		$157K Buy
10,839
+63
+0.6% +$964 0.01% 387
2022
Q4 		$155K Sell
10,776
-271
-2% -$4.01K 0.01% 367
2022
Q3 		$166K Buy
+11,047
New +$175K 0.02% 297

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return