RMP
PGF icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return