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Motiv8 Investments’s Invesco Financial Preferred ETF PGF Stock Holding History

Motiv8 Investments’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 		$99 Buy
+7,000
New +$100K 0.05% 163
2024
Q1 		– Sell
-15,150
Closed -$221K – 97
2023
Q4 		$221K Buy
+15,150
New +$212K 0.2% 85

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EW
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 $1.84B AUM 28.81% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Motiv8 Investments's PGF Position: Q4 2025 in Review

Motiv8 Investments opened a new position in Invesco Financial Preferred ETF (PGF) in Q4 2025: 7,000 shares worth $99. The stake represents 0.05% of the portfolio and ranks #163 among its holdings. This is a return to the name: Motiv8 Investments previously reported a position in PGF as recently as Q4 2023.

Motiv8 Investments first reported a position in PGF in Q4 2023 and has held it in 2 quarters since. The position peaked at $221K in Q4 2023. 157 funds tracked by Wall St. Rank hold PGF as of Q4 2025.

  • Motiv8 Investments held 7,000 shares of Invesco Financial Preferred ETF worth $99 as of Q4 2025.
  • Invesco Financial Preferred ETF was a new Motiv8 Investments position in Q4 2025.
  • Invesco Financial Preferred ETF made up 0.05% of Motiv8 Investments's portfolio in Q4 2025, its #163 holding.
  • Motiv8 Investments first reported a position in Invesco Financial Preferred ETF in Q4 2023 and has held it in 2 quarters since.
  • Motiv8 Investments's Invesco Financial Preferred ETF position peaked at $221K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.