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Leigh Baldwin & Co’s Invesco Financial Preferred ETF PGF Stock Holding History

Leigh Baldwin & Co’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 		$172K Hold
12,500
– – 0.11% 157
2025
Q4 		$177K Sell
12,500
-700
-5% -$10.1K 0.12% 157
2025
Q3 		$193K Buy
+13,200
New +$191K 0.11% 193

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

Leigh Baldwin & Co's PGF Position: Q1 2026 in Review

Leigh Baldwin & Co held its Invesco Financial Preferred ETF (PGF) position steady in Q1 2026 at 12,500 shares worth $172K. The position accounts for 0.11% of the portfolio, ranked #157.

Leigh Baldwin & Co first reported a position in PGF in Q3 2025 and has held it in 3 quarters since. The position peaked at $193K in Q3 2025. 150 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

  • Leigh Baldwin & Co held 12,500 shares of Invesco Financial Preferred ETF worth $172K as of Q1 2026.
  • Leigh Baldwin & Co left its Invesco Financial Preferred ETF share count unchanged in Q1 2026.
  • Invesco Financial Preferred ETF made up 0.11% of Leigh Baldwin & Co's portfolio in Q1 2026, its #157 holding.
  • Leigh Baldwin & Co first reported a position in Invesco Financial Preferred ETF in Q3 2025 and has held it in 3 quarters since.
  • Leigh Baldwin & Co's Invesco Financial Preferred ETF position peaked at $193K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.