Richards, Merrill & Peterson’s Invesco Financial Preferred ETF PGF Stock Holding History

Richards, Merrill & Peterson’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	$40.3K	Buy	2,942 +1,000	+51%	+$13.9K	0.01%	249
2026 Q1	$26.7K	Hold	1,942	–	–	0.01%	250
2025 Q4	$27.5K	Hold	1,942	–	–	0.01%	238
2025 Q3	$28.4K	Hold	1,942	–	–	0.01%	198
2025 Q2	$27.4K	Hold	1,942	–	–	0.01%	186
2025 Q1	$27.7K	Hold	1,942	–	–	0.01%	312
2024 Q4	$28.3K	Buy	+1,942	New	+$29.6K	0.01%	302

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

Richards, Merrill & Peterson's PGF Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Invesco Financial Preferred ETF (PGF) stake by 51% in Q2 2026, buying an estimated $13.9K and bringing the position to 2,942 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #249.

Richards, Merrill & Peterson first reported a position in PGF in Q4 2024 and has held it in 7 quarters since. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Richards, Merrill & Peterson held 2,942 shares of Invesco Financial Preferred ETF worth $40.3K as of Q2 2026.
Richards, Merrill & Peterson bought 1,000 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $13.9K.
Invesco Financial Preferred ETF made up 0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #249 holding.
Richards, Merrill & Peterson first reported a position in Invesco Financial Preferred ETF in Q4 2024 and has held it in 7 quarters since.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.