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 Q3	$1.08M	Sell	84,705 -5,663	-6%	-$76K	0.82%	31
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

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

WFC

Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lord & Richards Wealth Management's PGF Position: Q3 2026 in Review

Lord & Richards Wealth Management reduced its Invesco Financial Preferred ETF (PGF) stake by 6.3% in Q3 2026, selling an estimated $76K and leaving 84,705 shares worth $1.08M. The position accounts for 0.82% of the portfolio, ranked #31.

Lord & Richards Wealth Management first reported a position in PGF in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2025. 16 funds tracked by Wall St. Rank hold PGF as of Q3 2026.

Lord & Richards Wealth Management held 84,705 shares of Invesco Financial Preferred ETF worth $1.08M as of Q3 2026.
Lord & Richards Wealth Management sold 5,663 Invesco Financial Preferred ETF shares in Q3 2026, an estimated $76K.
Invesco Financial Preferred ETF made up 0.82% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #31 holding.
Lord & Richards Wealth Management first reported a position in Invesco Financial Preferred ETF in Q1 2025 and has held it in 7 quarters since.
Lord & Richards Wealth Management's Invesco Financial Preferred ETF position peaked at $1.29M in Q4 2025.
16 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.