N.E.W. Advisory Services’s Invesco Financial Preferred ETF PGF Stock Holding History

N.E.W. Advisory Services’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 Q2	$6.86K	Hold	500	–	–	﹤0.01%	703
2026 Q1	$6.88K	Buy	+500	New	+$7.12K	﹤0.01%	695

Other funds holding PGF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

N.E.W. Advisory Services's PGF Position: Q2 2026 in Review

N.E.W. Advisory Services held its Invesco Financial Preferred ETF (PGF) position steady in Q2 2026 at 500 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

N.E.W. Advisory Services first reported a position in PGF in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.88K in Q1 2026. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

N.E.W. Advisory Services held 500 shares of Invesco Financial Preferred ETF worth $6.86K as of Q2 2026.
N.E.W. Advisory Services left its Invesco Financial Preferred ETF share count unchanged in Q2 2026.
Invesco Financial Preferred ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #703 holding.
N.E.W. Advisory Services first reported a position in Invesco Financial Preferred ETF in Q1 2026 and has held it in 2 quarters since.
N.E.W. Advisory Services's Invesco Financial Preferred ETF position peaked at $6.88K in Q1 2026.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.