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PGF icon

Register Financial Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Register Financial Advisors’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 		$30.7K Buy
2,236
+33
+1% +$459 0.01% 326
2026
Q1 		$30.3K Buy
2,203
+32
+1% +$455 0.01% 297
2025
Q4 		$30.7K Buy
2,171
+34
+2% +$488 0.01% 282
2025
Q3 		$31.2K Buy
2,137
+33
+2% +$477 0.01% 275
2025
Q2 		$29.7K Buy
2,104
+32
+2% +$448 0.01% 276
2025
Q1 		$29.6K Buy
2,072
+31
+2% +$455 0.02% 252
2024
Q4 		$29.7K Buy
2,041
+30
+1% +$457 0.01% 244
2024
Q3 		$31.5K Buy
2,011
+29
+1% +$441 0.02% 239
2024
Q2 		$29.2K Buy
1,982
+31
+2% +$458 0.01% 410
2024
Q1 		$29.7K Buy
1,951
+29
+2% +$436 0.02% 406
2023
Q4 		$28K Buy
+1,922
New +$26.9K 0.02% 227

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
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return