Premier Path Wealth Partners’s Invesco Financial Preferred ETF PGF Stock Holding History

Premier Path Wealth 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
2025 Q3	–	Sell	-10,245	Closed	-$145K	–	397
2025 Q2	$145K	Hold	10,245	–	–	0.02%	382
2025 Q1	$146K	Hold	10,245	–	–	0.02%	367
2024 Q4	$149K	Sell	10,245 -2,722	-21%	-$41.5K	0.02%	365
2024 Q3	$203K	Sell	12,967 -1,158	-8%	-$17.6K	0.03%	353
2024 Q2	$208K	Hold	14,125	–	–	0.04%	351
2024 Q1	$215K	Hold	14,125	–	–	0.04%	323
2023 Q4	$206K	Buy	+14,125	New	+$198K	0.05%	326

Other funds holding PGF

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

NSIM

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

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Premier Path Wealth Partners's PGF Position: Q3 2025 in Review

Premier Path Wealth Partners sold out of Invesco Financial Preferred ETF (PGF) in Q3 2025, closing a stake of 10,245 shares — an estimated $145K sold.

Premier Path Wealth Partners first reported a position in PGF in Q4 2023 and held it in 7 quarters. The position peaked at $215K in Q1 2024. 162 funds tracked by Wall St. Rank hold PGF as of Q3 2025.

Premier Path Wealth Partners reported no remaining Invesco Financial Preferred ETF position as of Q3 2025 after selling out during the quarter.
Premier Path Wealth Partners sold 10,245 Invesco Financial Preferred ETF shares in Q3 2025, an estimated $145K.
Premier Path Wealth Partners first reported a position in Invesco Financial Preferred ETF in Q4 2023 and held it in 7 quarters.
Premier Path Wealth Partners's Invesco Financial Preferred ETF position peaked at $215K in Q1 2024.
162 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2025.

Based on Premier Path Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.