Leigh Baldwin & Co
PGF icon

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
Q3 		$159K Hold
12,500
– – 0.08% 176
2026
Q2 		$171K Hold
12,500
– – 0.09% 178
2026
Q1 		$172K Hold
12,500
– – 0.11% 157
2025
Q4 		$177K Sell
12,500
-700
-5% -$10K 0.12% 157
2025
Q3 		$193K Buy
+13,200
New +$191K 0.11% 193

Other funds holding PGF

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Leigh Baldwin & Co's PGF Position: Q3 2026 in Review

Leigh Baldwin & Co held its Invesco Financial Preferred ETF (PGF) position steady in Q3 2026 at 12,500 shares worth $159K. The position accounts for 0.08% of the portfolio, ranked #176.

Leigh Baldwin & Co first reported a position in PGF in Q3 2025 and has held it in 5 quarters since. The position peaked at $193K in Q3 2025. 123 funds tracked by Wall St. Rank hold PGF as of Q3 2026.

  • Leigh Baldwin & Co held 12,500 shares of Invesco Financial Preferred ETF worth $159K as of Q3 2026.
  • Leigh Baldwin & Co left its Invesco Financial Preferred ETF share count unchanged in Q3 2026.
  • Invesco Financial Preferred ETF made up 0.08% of Leigh Baldwin & Co's portfolio in Q3 2026, its #176 holding.
  • Leigh Baldwin & Co first reported a position in Invesco Financial Preferred ETF in Q3 2025 and has held it in 5 quarters since.
  • Leigh Baldwin & Co's Invesco Financial Preferred ETF position peaked at $193K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2026.

Based on Leigh Baldwin & Co's 13F filing for Q3 2026, filed 13 Nov 2026.