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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 $1.89T 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $21.8B AUM 28.57% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

MSH Capital Advisors's PGF Position: Q1 2026 in Review

MSH Capital Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q1 2026, closing a stake of 10,583 shares — an estimated $150K sold.

MSH Capital Advisors first reported a position in PGF in Q1 2024 and held it in 8 quarters. The position peaked at $183K in Q3 2024. 150 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

  • MSH Capital Advisors reported no remaining Invesco Financial Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • MSH Capital Advisors sold 10,583 Invesco Financial Preferred ETF shares in Q1 2026, an estimated $150K.
  • MSH Capital Advisors first reported a position in Invesco Financial Preferred ETF in Q1 2024 and held it in 8 quarters.
  • MSH Capital Advisors's Invesco Financial Preferred ETF position peaked at $183K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.