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

&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
Q1 		– Sell
-65,323
Closed -$924K – 2451
2025
Q4 		$924K Buy
+65,323
New +$938K ﹤0.01% 1263

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

&Partners's PGF Position: Q1 2026 in Review

&Partners sold out of Invesco Financial Preferred ETF (PGF) in Q1 2026, closing a stake of 65,323 shares — an estimated $924K sold.

&Partners first reported a position in PGF in Q4 2025 and held it in 1 quarter. The position peaked at $924K in Q4 2025. 150 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

  • &Partners reported no remaining Invesco Financial Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • &Partners sold 65,323 Invesco Financial Preferred ETF shares in Q1 2026, an estimated $924K.
  • &Partners first reported a position in Invesco Financial Preferred ETF in Q4 2025 and held it in 1 quarter.
  • &Partners's Invesco Financial Preferred ETF position peaked at $924K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.