PFG Investments’s Invesco Financial Preferred ETF PGF Stock Holding History

PFG Investments’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
2024 Q4	–	Sell	-10,355	Closed	-$162K	–	1060
2024 Q3	$162K	Sell	10,355 -162	-2%	-$2.46K	0.01%	916
2024 Q2	$155K	Buy	10,517 +42	+0.4%	+$620	0.01%	845
2024 Q1	$160K	Buy	+10,475	New	+$158K	0.01%	938

Other funds holding PGF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return

PFG Investments's PGF Position: Q4 2024 in Review

PFG Investments sold out of Invesco Financial Preferred ETF (PGF) in Q4 2024, closing a stake of 10,355 shares — an estimated $162K sold.

PFG Investments first reported a position in PGF in Q1 2024 and held it in 3 quarters. The position peaked at $162K in Q3 2024. 172 funds tracked by Wall St. Rank hold PGF as of Q4 2024.

PFG Investments reported no remaining Invesco Financial Preferred ETF position as of Q4 2024 after selling out during the quarter.
PFG Investments sold 10,355 Invesco Financial Preferred ETF shares in Q4 2024, an estimated $162K.
PFG Investments first reported a position in Invesco Financial Preferred ETF in Q1 2024 and held it in 3 quarters.
PFG Investments's Invesco Financial Preferred ETF position peaked at $162K in Q3 2024.
172 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2024.

Based on PFG Investments's 13F filing for Q4 2024, filed 22 Jan 2025.