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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 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. 150 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.
  • 150 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.