Pacifica Partners’s Invesco Financial Preferred ETF PGF Stock Holding History

Pacifica Partners’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	–	Sell	-447	Closed	-$6.16K	–	418
2026 Q2	$6.16K	Hold	447	–	–	﹤0.01%	336
2026 Q1	$6.15K	Hold	447	–	–	﹤0.01%	344
2025 Q4	$6.39K	Hold	447	–	–	﹤0.01%	333
2025 Q3	$6.61K	Hold	447	–	–	﹤0.01%	366
2025 Q2	$6.29K	Hold	447	–	–	﹤0.01%	374
2025 Q1	$6.33K	Buy	+447	New	+$6.56K	﹤0.01%	371

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 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

MCM

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

Pacifica Partners's PGF Position: Q3 2026 in Review

Pacifica Partners sold out of Invesco Financial Preferred ETF (PGF) in Q3 2026, closing a stake of 447 shares — an estimated $6.16K sold.

Pacifica Partners first reported a position in PGF in Q1 2025 and held it in 6 quarters. The position peaked at $6.61K in Q3 2025. 18 funds tracked by Wall St. Rank hold PGF as of Q3 2026.

Pacifica Partners reported no remaining Invesco Financial Preferred ETF position as of Q3 2026 after selling out during the quarter.
Pacifica Partners sold 447 Invesco Financial Preferred ETF shares in Q3 2026, an estimated $6.16K.
Pacifica Partners first reported a position in Invesco Financial Preferred ETF in Q1 2025 and held it in 6 quarters.
Pacifica Partners's Invesco Financial Preferred ETF position peaked at $6.61K in Q3 2025.
18 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.