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MSH Capital Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

MSH Capital 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
2026
Q1 		– Sell
-10,583
Closed -$150K – 290
2025
Q4 		$150K Buy
10,583
+10
+0.1% +$144 0.03% 272
2025
Q3 		$155K Buy
10,573
+7
+0.1% +$101 0.04% 241
2025
Q2 		$149K Sell
10,566
-295
-3% -$4.13K 0.04% 240
2025
Q1 		$155K Buy
10,861
+5
+0% +$73 0.05% 229
2024
Q4 		$158K Sell
10,856
-820
-7% -$12.5K 0.05% 224
2024
Q3 		$183K Buy
11,676
+311
+3% +$4.72K 0.06% 224
2024
Q2 		$167K Buy
11,365
+490
+5% +$7.23K 0.06% 219
2024
Q1 		$166K Buy
+10,875
New +$164K 0.06% 209

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
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return