MFG
PGF icon

Magnus Financial Group’s Invesco Financial Preferred ETF PGF Stock Holding History

Magnus Financial Group’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 		$1.2M Buy
87,699
+1,294
+1% +$18K 0.09% 146
2026
Q1 		$1.19M Buy
86,405
+1,261
+1% +$17.9K 0.1% 136
2025
Q4 		$1.2M Buy
85,144
+1,341
+2% +$19.3K 0.09% 148
2025
Q3 		$1.23M Buy
83,803
+1,294
+2% +$18.7K 0.1% 152
2025
Q2 		$1.16M Buy
82,509
+1,263
+2% +$17.7K 0.1% 149
2025
Q1 		$1.16M Buy
81,246
+1,211
+2% +$17.8K 0.11% 143
2024
Q4 		$1.16M Buy
80,035
+1,213
+2% +$18.5K 0.11% 136
2024
Q3 		$1.23M Buy
78,822
+1,132
+1% +$17.2K 0.13% 125
2024
Q2 		$1.14M Buy
77,690
+1,217
+2% +$18K 0.13% 122
2024
Q1 		$1.17M Buy
76,473
+1,124
+1% +$16.9K 0.14% 120
2023
Q4 		$1.1M Buy
75,349
+1,398
+2% +$19.6K 0.14% 116
2023
Q3 		$1.04M Buy
73,951
+1,057
+1% +$15.1K 0.15% 104
2023
Q2 		$1.05M Buy
72,894
+1,840
+3% +$26.6K 0.15% 105
2023
Q1 		$1.03M Buy
+71,054
New +$1.09M 0.16% 107

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PFS
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WS
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WAM
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HAG
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AWM
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WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM