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 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Leading Edge Financial Planning's PGF Position: Q1 2026 in Review

Leading Edge Financial Planning increased its Invesco Financial Preferred ETF (PGF) stake by 12% in Q1 2026, buying an estimated $39.9K and bringing the position to 25,982 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #48.

Leading Edge Financial Planning first reported a position in PGF in Q4 2022 and has held it in 14 quarters since. The position peaked at $453K in Q1 2023. 150 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

Leading Edge Financial Planning held 25,982 shares of Invesco Financial Preferred ETF worth $358K as of Q1 2026.
Leading Edge Financial Planning bought 2,802 Invesco Financial Preferred ETF shares in Q1 2026, an estimated $39.9K.
Invesco Financial Preferred ETF made up 0.08% of Leading Edge Financial Planning's portfolio in Q1 2026, its #48 holding.
Leading Edge Financial Planning first reported a position in Invesco Financial Preferred ETF in Q4 2022 and has held it in 14 quarters since.
Leading Edge Financial Planning's Invesco Financial Preferred ETF position peaked at $453K in Q1 2023.
150 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.