Peterson Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Peterson Wealth 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	-400	Closed	-$5.5K	–	194
2026 Q1	$5.5K	Buy	+400	New	+$5.69K	﹤0.01%	149

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

Peterson Wealth Management's PGF Position: Q2 2026 in Review

Peterson Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q2 2026, closing a stake of 400 shares — an estimated $5.5K sold.

Peterson Wealth Management first reported a position in PGF in Q1 2026 and held it in 1 quarter. The position peaked at $5.5K in Q1 2026. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Peterson Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q2 2026 after selling out during the quarter.
Peterson Wealth Management sold 400 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $5.5K.
Peterson Wealth Management first reported a position in Invesco Financial Preferred ETF in Q1 2026 and held it in 1 quarter.
Peterson Wealth Management's Invesco Financial Preferred ETF position peaked at $5.5K in Q1 2026.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.