Maripau Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Maripau 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	$829K	Buy	59,866 +8,462	+16%	+$118K	0.3%	69
2026 Q1	$707K	Sell	51,404 -10,021	-16%	-$143K	0.31%	67
2025 Q4	$870K	Buy	61,425 +6,787	+12%	+$97.4K	0.4%	54
2025 Q3	$799K	Sell	54,638 -3,503	-6%	-$50.6K	0.4%	59
2025 Q2	$823K	Buy	58,141 +19,542	+51%	+$274K	0.41%	59
2025 Q1	$551K	Buy	+38,599	New	+$567K	0.32%	72

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

Maripau Wealth Management's PGF Position: Q2 2026 in Review

Maripau Wealth Management increased its Invesco Financial Preferred ETF (PGF) stake by 16% in Q2 2026, buying an estimated $118K and bringing the position to 59,866 shares worth $829K. The position accounts for 0.3% of the portfolio, ranked #69.

Maripau Wealth Management first reported a position in PGF in Q1 2025 and has held it in 6 quarters since. The position peaked at $870K in Q4 2025. 148 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Maripau Wealth Management held 59,866 shares of Invesco Financial Preferred ETF worth $829K as of Q2 2026.
Maripau Wealth Management bought 8,462 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $118K.
Invesco Financial Preferred ETF made up 0.3% of Maripau Wealth Management's portfolio in Q2 2026, its #69 holding.
Maripau Wealth Management first reported a position in Invesco Financial Preferred ETF in Q1 2025 and has held it in 6 quarters since.
Maripau Wealth Management's Invesco Financial Preferred ETF position peaked at $870K in Q4 2025.
148 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.