PCFFS
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Pacific Center for Financial Services’s Invesco Financial Preferred ETF PGF Stock Holding History

Pacific Center for Financial 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
Q3 		$50.5K Hold
3,967
– – 0.01% 213
2026
Q2 		$54.4K Hold
3,967
– – 0.01% 204
2026
Q1 		$54.6K Buy
+3,967
New +$56.5K 0.01% 193

Other funds holding PGF

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Pacific Center for Financial Services's PGF Position: Q3 2026 in Review

Pacific Center for Financial Services held its Invesco Financial Preferred ETF (PGF) position steady in Q3 2026 at 3,967 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #213.

Pacific Center for Financial Services first reported a position in PGF in Q1 2026 and has held it in 3 quarters since. The position peaked at $54.6K in Q1 2026. 17 funds tracked by Wall St. Rank hold PGF as of Q3 2026.

  • Pacific Center for Financial Services held 3,967 shares of Invesco Financial Preferred ETF worth $50.5K as of Q3 2026.
  • Pacific Center for Financial Services left its Invesco Financial Preferred ETF share count unchanged in Q3 2026.
  • Invesco Financial Preferred ETF made up 0.01% of Pacific Center for Financial Services's portfolio in Q3 2026, its #213 holding.
  • Pacific Center for Financial Services first reported a position in Invesco Financial Preferred ETF in Q1 2026 and has held it in 3 quarters since.
  • Pacific Center for Financial Services's Invesco Financial Preferred ETF position peaked at $54.6K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2026.

Based on Pacific Center for Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.