Larson Financial Group’s Invesco Financial Preferred ETF PGF Stock Holding History

Larson Financial Group’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	$20.8K	Sell	1,517 -24	-2%	-$334	﹤0.01%	1992
2026 Q1	$21.2K	Buy	1,541 +41	+3%	+$584	﹤0.01%	1811
2025 Q4	$21.2K	Buy	+1,500	New	+$21.5K	﹤0.01%	1687
2019 Q4	–	Sell	-346	Closed	-$7K	–	644
2019 Q3	$7K	Hold	346	–	–	﹤0.01%	342
2019 Q2	$6K	Buy	346 +3	+0.9%	+$55	﹤0.01%	293
2019 Q1	$6K	Buy	343 +5	+1%	+$90	﹤0.01%	274
2018 Q4	$6K	Buy	+338	New	+$5.96K	0.01%	262

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

Larson Financial Group's PGF Position: Q2 2026 in Review

Larson Financial Group reduced its Invesco Financial Preferred ETF (PGF) stake by 1.6% in Q2 2026, selling an estimated $334 and leaving 1,517 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Larson Financial Group first reported a position in PGF in Q4 2018 and has held it in 7 quarters since. The position peaked at $21.2K in Q4 2025. 150 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Larson Financial Group held 1,517 shares of Invesco Financial Preferred ETF worth $20.8K as of Q2 2026.
Larson Financial Group sold 24 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $334.
Invesco Financial Preferred ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1992 holding.
Larson Financial Group first reported a position in Invesco Financial Preferred ETF in Q4 2018 and has held it in 7 quarters since.
Larson Financial Group's Invesco Financial Preferred ETF position peaked at $21.2K in Q4 2025.
150 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

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