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

MGB 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
2025 Q4	$390K	Buy	27,577 +57	+0.2%	+$818	0.11%	154
2025 Q3	$402K	Sell	27,520 -244	-0.9%	-$3.53K	0.11%	152
2025 Q2	$392K	Hold	27,764	–	–	0.13%	151
2025 Q1	$396K	Sell	27,764 -71	-0.3%	-$1.04K	0.14%	141
2024 Q4	$405K	Buy	27,835 +5,462	+24%	+$83.2K	0.13%	131
2024 Q3	$350K	Buy	22,373 +1,124	+5%	+$17.1K	0.13%	147
2024 Q2	$321K	Sell	21,249 -600	-3%	-$8.86K	0.12%	148
2024 Q1	$333K	Hold	21,849	–	–	0.14%	148
2023 Q4	$319K	Buy	+21,849	New	+$306K	0.16%	142

Other funds holding PGF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 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 $1.65B AUM 20.56% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

MGB Wealth Management's PGF Position: Q4 2025 in Review

MGB Wealth Management increased its Invesco Financial Preferred ETF (PGF) stake by 0.21% in Q4 2025, buying an estimated $818 and bringing the position to 27,577 shares worth $390K. The position accounts for 0.11% of the portfolio, ranked #154.

MGB Wealth Management first reported a position in PGF in Q4 2023 and has held it in 9 quarters since. The position peaked at $405K in Q4 2024. 157 funds tracked by Wall St. Rank hold PGF as of Q4 2025.

MGB Wealth Management held 27,577 shares of Invesco Financial Preferred ETF worth $390K as of Q4 2025.
MGB Wealth Management bought 57 Invesco Financial Preferred ETF shares in Q4 2025, an estimated $818.
Invesco Financial Preferred ETF made up 0.11% of MGB Wealth Management's portfolio in Q4 2025, its #154 holding.
MGB Wealth Management first reported a position in Invesco Financial Preferred ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Invesco Financial Preferred ETF position peaked at $405K in Q4 2024.
157 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.