MGO One Seven’s Invesco Financial Preferred ETF PGF Stock Holding History

MGO One Seven’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 Q1	–	Sell	-13,353	Closed	-$194K	–	1169
2024 Q4	$194K	Buy	13,353 +702	+6%	+$10.7K	0.01%	1020
2024 Q3	$198K	Buy	12,651 +139	+1%	+$2.11K	0.01%	940
2024 Q2	$184K	Buy	+12,512	New	+$185K	0.01%	913
2019 Q1	–	Sell	-2,465	Closed	-$42K	–	1284
2018 Q4	$42K	Buy	+2,465	New	+$43.5K	0.02%	673
2018 Q1	$33K	Hold	1,800	–	–	0.02%	718
2017 Q4	$34K	Buy	+1,800	New	+$34.1K	0.02%	722

Other funds holding PGF

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

MGO One Seven's PGF Position: Q1 2025 in Review

MGO One Seven sold out of Invesco Financial Preferred ETF (PGF) in Q1 2025, closing a stake of 13,353 shares — an estimated $194K sold.

MGO One Seven first reported a position in PGF in Q4 2017 and held it in 6 quarters. The position peaked at $198K in Q3 2024. 162 funds tracked by Wall St. Rank hold PGF as of Q1 2025.

MGO One Seven reported no remaining Invesco Financial Preferred ETF position as of Q1 2025 after selling out during the quarter.
MGO One Seven sold 13,353 Invesco Financial Preferred ETF shares in Q1 2025, an estimated $194K.
MGO One Seven first reported a position in Invesco Financial Preferred ETF in Q4 2017 and held it in 6 quarters.
MGO One Seven's Invesco Financial Preferred ETF position peaked at $198K in Q3 2024.
162 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2025.

Based on MGO One Seven's 13F filing for Q1 2025, filed 8 May 2025.