Oxford Financial Group’s Invesco Financial Preferred ETF PGF Stock Holding History

Oxford Financial Group’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	$3.68K	Buy	268 +4	+2%	+$56	﹤0.01%	292
2026 Q1	$3.64K	Buy	264 +4	+2%	+$57	﹤0.01%	296
2025 Q4	$3.68K	Buy	260 +4	+2%	+$57	﹤0.01%	282
2025 Q3	$3.75K	Buy	256 +4	+2%	+$58	﹤0.01%	276
2025 Q2	$3.56K	Buy	252 +4	+2%	+$56	﹤0.01%	257
2025 Q1	$3.55K	Buy	248 +3	+1%	+$44	﹤0.01%	259
2024 Q4	$3.56K	Buy	245 +4	+2%	+$61	﹤0.01%	292
2024 Q3	$3.77K	Buy	241 +3	+1%	+$46	﹤0.01%	288
2024 Q2	$3.5K	Buy	238 +4	+2%	+$59	﹤0.01%	319
2024 Q1	$3.56K	Buy	234 +4	+2%	+$60	﹤0.01%	274
2023 Q4	$3.36K	Buy	230 +4	+2%	+$56	﹤0.01%	298
2023 Q3	$3.18K	Buy	226 +3	+1%	+$43	﹤0.01%	263
2023 Q2	$3.2K	Buy	223 +3	+1%	+$43	﹤0.01%	289
2023 Q1	$3.19K	Buy	+220	New	+$3.37K	﹤0.01%	253
2022 Q3	–	Sell	-211	Closed	-$3K	–	263
2022 Q2	$3K	Buy	+211	New	+$3.31K	﹤0.01%	256

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

Oxford Financial Group's PGF Position: Q2 2026 in Review

Oxford Financial Group increased its Invesco Financial Preferred ETF (PGF) stake by 1.5% in Q2 2026, buying an estimated $56 and bringing the position to 268 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Oxford Financial Group first reported a position in PGF in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.77K in Q3 2024. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Oxford Financial Group held 268 shares of Invesco Financial Preferred ETF worth $3.68K as of Q2 2026.
Oxford Financial Group bought 4 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $56.
Invesco Financial Preferred ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #292 holding.
Oxford Financial Group first reported a position in Invesco Financial Preferred ETF in Q2 2022 and has held it in 15 quarters since.
Oxford Financial Group's Invesco Financial Preferred ETF position peaked at $3.77K in Q3 2024.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.