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 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%	-$10.1K	0.12%	157
2025 Q3	$193K	Buy	+13,200	New	+$191K	0.11%	193

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

Leigh Baldwin & Co's PGF Position: Q2 2026 in Review

Leigh Baldwin & Co held its Invesco Financial Preferred ETF (PGF) position steady in Q2 2026 at 12,500 shares worth $171K. The position accounts for 0.09% of the portfolio, ranked #178.

Leigh Baldwin & Co first reported a position in PGF in Q3 2025 and has held it in 4 quarters since. The position peaked at $193K in Q3 2025. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Leigh Baldwin & Co held 12,500 shares of Invesco Financial Preferred ETF worth $171K as of Q2 2026.
Leigh Baldwin & Co left its Invesco Financial Preferred ETF share count unchanged in Q2 2026.
Invesco Financial Preferred ETF made up 0.09% of Leigh Baldwin & Co's portfolio in Q2 2026, its #178 holding.
Leigh Baldwin & Co first reported a position in Invesco Financial Preferred ETF in Q3 2025 and has held it in 4 quarters since.
Leigh Baldwin & Co's Invesco Financial Preferred ETF position peaked at $193K in Q3 2025.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.