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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.84B AUM 28.81% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Register Financial Advisors's PGF Position: Q2 2026 in Review

Register Financial Advisors increased its Invesco Financial Preferred ETF (PGF) stake by 1.5% in Q2 2026, buying an estimated $459 and bringing the position to 2,236 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #326.

Register Financial Advisors first reported a position in PGF in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.5K in Q3 2024. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Register Financial Advisors held 2,236 shares of Invesco Financial Preferred ETF worth $30.7K as of Q2 2026.
Register Financial Advisors bought 33 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $459.
Invesco Financial Preferred ETF made up 0.01% of Register Financial Advisors's portfolio in Q2 2026, its #326 holding.
Register Financial Advisors first reported a position in Invesco Financial Preferred ETF in Q4 2023 and has held it in 11 quarters since.
Register Financial Advisors's Invesco Financial Preferred ETF position peaked at $31.5K in Q3 2024.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.