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PGF icon

NBC Securities’s Invesco Financial Preferred ETF PGF Stock Holding History

NBC Securities’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 		$11.7K Hold
850
– – ﹤0.01% 1890
2025
Q4 		$12K Hold
850
– – ﹤0.01% 1959
2025
Q3 		$12.4K Hold
850
– – ﹤0.01% 1945
2025
Q2 		$11K Buy
850
+120
+16% +$1.68K ﹤0.01% 1924
2025
Q1 		$10K Buy
+730
New +$10.7K ﹤0.01% 1731
2024
Q4 		– Sell
-500
Closed -$7K – 1846
2024
Q3 		$7K Hold
500
– – ﹤0.01% 1831
2024
Q2 		$7K Hold
500
– – ﹤0.01% 1783
2024
Q1 		$7K Hold
500
– – ﹤0.01% 1796
2023
Q4 		$7K Hold
500
– – ﹤0.01% 1809
2023
Q3 		$7K Buy
+500
New +$7.13K ﹤0.01% 1803

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LPL Financial
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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