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McClarren Financial Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

McClarren Financial Advisors’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
2025
Q2 		– Sell
-14
Closed -$31K – 233
2025
Q1 		$31K Sell
14
-2,135
-99% -$31.3K 0.02% 165
2024
Q4 		$31K Buy
2,149
+2,134
+14,227% +$32.5K 0.09% 107
2024
Q3 		$33K Buy
15
+1
+7% +$15 ﹤0.01% 143
2024
Q2 		$30K Sell
14
-2,040
-99% -$30.1K 0.02% 181
2024
Q1 		$32K Buy
2,054
+30
+1% +$451 0.02% 175
2023
Q4 		$30K Buy
2,024
+38
+2% +$531 0.02% 195
2023
Q3 		$27K Buy
1,986
+29
+1% +$413 0.02% 189
2023
Q2 		$28K Buy
+1,957
New +$28.2K 0.02% 194

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
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

McClarren Financial Advisors's PGF Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q2 2025, closing a stake of 14 shares — an estimated $31K sold.

McClarren Financial Advisors first reported a position in PGF in Q2 2023 and held it in 8 quarters. The position peaked at $33K in Q3 2024. 159 funds tracked by Wall St. Rank hold PGF as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Invesco Financial Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 14 Invesco Financial Preferred ETF shares in Q2 2025, an estimated $31K.
  • McClarren Financial Advisors first reported a position in Invesco Financial Preferred ETF in Q2 2023 and held it in 8 quarters.
  • McClarren Financial Advisors's Invesco Financial Preferred ETF position peaked at $33K in Q3 2024.
  • 159 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.