Lord & Richards Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Lord & Richards Wealth Management’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	$1.24M	Buy	90,368 +5,995	+7%	+$83.3K	0.97%	29
2026 Q1	$1.16M	Sell	84,373 -6,742	-7%	-$96K	1.02%	27
2025 Q4	$1.29M	Buy	91,115 +4,620	+5%	+$66.3K	1.11%	26
2025 Q3	$1.26M	Buy	86,495 +3,279	+4%	+$47.4K	1.16%	28
2025 Q2	$1.17M	Buy	83,216 +46,636	+127%	+$653K	1.23%	26
2025 Q1	$522K	Buy	+36,580	New	+$537K	0.59%	46

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

Lord & Richards Wealth Management's PGF Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Invesco Financial Preferred ETF (PGF) stake by 7.1% in Q2 2026, buying an estimated $83.3K and bringing the position to 90,368 shares worth $1.24M. The position accounts for 0.97% of the portfolio, ranked #29.

Lord & Richards Wealth Management first reported a position in PGF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2025. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Lord & Richards Wealth Management held 90,368 shares of Invesco Financial Preferred ETF worth $1.24M as of Q2 2026.
Lord & Richards Wealth Management bought 5,995 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $83.3K.
Invesco Financial Preferred ETF made up 0.97% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #29 holding.
Lord & Richards Wealth Management first reported a position in Invesco Financial Preferred ETF in Q1 2025 and has held it in 6 quarters since.
Lord & Richards Wealth Management's Invesco Financial Preferred ETF position peaked at $1.29M in Q4 2025.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.