PCM
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Palouse Capital Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Palouse Capital Management’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 		– Sell
-2,588
Closed -$35.6K – 137
2026
Q1 		$35.6K Hold
2,588
– – 0.02% 121
2025
Q4 		$36.6K Hold
2,588
– – 0.02% 116
2025
Q3 		$37.8K Hold
2,588
– – 0.02% 115
2025
Q2 		$36.5K Hold
2,588
– – 0.02% 112
2025
Q1 		$37K Hold
2,588
– – 0.03% 120
2024
Q4 		$37.7K Hold
2,588
– – 0.03% 127
2024
Q3 		$40.5K Hold
2,588
– – 0.03% 120
2024
Q2 		$38.1K Hold
2,588
– – 0.03% 116
2024
Q1 		$39.4K Buy
+2,588
New +$38.9K 0.03% 119

Other funds holding PGF

IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Palouse Capital Management's PGF Position: Q2 2026 in Review

Palouse Capital Management sold out of Invesco Financial Preferred ETF (PGF) in Q2 2026, closing a stake of 2,588 shares — an estimated $35.6K sold.

Palouse Capital Management first reported a position in PGF in Q1 2024 and held it in 9 quarters. The position peaked at $40.5K in Q3 2024. 26 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

  • Palouse Capital Management reported no remaining Invesco Financial Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • Palouse Capital Management sold 2,588 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $35.6K.
  • Palouse Capital Management first reported a position in Invesco Financial Preferred ETF in Q1 2024 and held it in 9 quarters.
  • Palouse Capital Management's Invesco Financial Preferred ETF position peaked at $40.5K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.