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Promus Capital’s Invesco Financial Preferred ETF PGF Stock Holding History

Promus Capital’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 		$31K Hold
2,117
– – 0.02% 190
2025
Q2 		$29.9K Hold
2,117
– – 0.02% 200
2025
Q1 		$30.2K Hold
2,117
– – 0.02% 188
2024
Q4 		$30.8K Buy
+2,117
New +$32.2K 0.02% 183

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
EW
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

Promus Capital's PGF Position: Q3 2025 in Review

Promus Capital held its Invesco Financial Preferred ETF (PGF) position steady in Q3 2025 at 2,117 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #190.

Promus Capital first reported a position in PGF in Q4 2024 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold PGF as of Q3 2025.

  • Promus Capital held 2,117 shares of Invesco Financial Preferred ETF worth $31K as of Q3 2025.
  • Promus Capital left its Invesco Financial Preferred ETF share count unchanged in Q3 2025.
  • Invesco Financial Preferred ETF made up 0.02% of Promus Capital's portfolio in Q3 2025, its #190 holding.
  • Promus Capital first reported a position in Invesco Financial Preferred ETF in Q4 2024 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.