PGAM
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Princeton Global Asset Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Princeton Global Asset 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 		$4.57K Hold
333
– – ﹤0.01% 677
2026
Q1 		$4.58K Hold
333
– – ﹤0.01% 697
2025
Q4 		$4.71K Buy
+333
New +$4.78K ﹤0.01% 684

Other funds holding PGF

IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

Princeton Global Asset Management's PGF Position: Q2 2026 in Review

Princeton Global Asset Management held its Invesco Financial Preferred ETF (PGF) position steady in Q2 2026 at 333 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Princeton Global Asset Management first reported a position in PGF in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.71K in Q4 2025. 19 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

  • Princeton Global Asset Management held 333 shares of Invesco Financial Preferred ETF worth $4.57K as of Q2 2026.
  • Princeton Global Asset Management left its Invesco Financial Preferred ETF share count unchanged in Q2 2026.
  • Invesco Financial Preferred ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #677 holding.
  • Princeton Global Asset Management first reported a position in Invesco Financial Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • Princeton Global Asset Management's Invesco Financial Preferred ETF position peaked at $4.71K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.