Leading Edge Financial Planning’s Invesco Financial Preferred ETF PGF Stock Holding History

Leading Edge Financial Planning’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	$357K	Buy	26,014 +32	+0.1%	+$445	0.06%	49
2026 Q1	$358K	Buy	25,982 +2,802	+12%	+$39.9K	0.08%	48
2025 Q4	$328K	Sell	23,180 -1,641	-7%	-$23.6K	0.07%	47
2025 Q3	$363K	Buy	24,821 +10,249	+70%	+$148K	0.09%	43
2025 Q2	$206K	Sell	14,572 -2,224	-13%	-$31.2K	0.06%	57
2025 Q1	$240K	Hold	16,796	–	–	0.07%	50
2024 Q4	$244K	Hold	16,796	–	–	0.08%	49
2024 Q3	$263K	Sell	16,796 -409	-2%	-$6.21K	0.09%	44
2024 Q2	$253K	Sell	17,205 -10,385	-38%	-$153K	0.1%	40
2024 Q1	$420K	Buy	27,590 +9,601	+53%	+$144K	0.19%	33
2023 Q4	$262K	Sell	17,989 -7,421	-29%	-$104K	0.14%	49
2023 Q3	$357K	Buy	25,410 +196	+0.8%	+$2.79K	0.23%	45
2023 Q2	$362K	Sell	25,214 -5,979	-19%	-$86.3K	0.24%	40
2023 Q1	$453K	Buy	31,193 +326	+1%	+$4.99K	0.33%	40
2022 Q4	$444K	Buy	+30,867	New	+$457K	0.38%	38

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

Leading Edge Financial Planning's PGF Position: Q2 2026 in Review

Leading Edge Financial Planning increased its Invesco Financial Preferred ETF (PGF) stake by 0.12% in Q2 2026, buying an estimated $445 and bringing the position to 26,014 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #49.

Leading Edge Financial Planning first reported a position in PGF in Q4 2022 and has held it in 15 quarters since. The position peaked at $453K in Q1 2023. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Leading Edge Financial Planning held 26,014 shares of Invesco Financial Preferred ETF worth $357K as of Q2 2026.
Leading Edge Financial Planning bought 32 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $445.
Invesco Financial Preferred ETF made up 0.06% of Leading Edge Financial Planning's portfolio in Q2 2026, its #49 holding.
Leading Edge Financial Planning first reported a position in Invesco Financial Preferred ETF in Q4 2022 and has held it in 15 quarters since.
Leading Edge Financial Planning's Invesco Financial Preferred ETF position peaked at $453K in Q1 2023.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.