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

Sanctuary 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	$1.91M	Buy	139,578 +2,549	+2%	+$35.4K	0.01%	1076
2026 Q1	$1.89M	Buy	137,029 +28,518	+26%	+$406K	0.01%	983
2025 Q4	$1.53M	Sell	108,511 -5,283	-5%	-$75.8K	0.01%	1079
2025 Q3	$1.66M	Buy	113,794 +11,267	+11%	+$163K	0.01%	1000
2025 Q2	$1.45M	Buy	102,527 +13,989	+16%	+$196K	0.01%	1003
2025 Q1	$1.26M	Buy	88,538 +2,838	+3%	+$41.7K	0.01%	1020
2024 Q4	$1.27M	Buy	85,700 +5,445	+7%	+$82.9K	0.01%	1108
2024 Q3	$1.21M	Sell	80,255 -12,161	-13%	-$185K	0.01%	1155
2024 Q2	$1.35M	Buy	+92,416	New	+$1.36M	0.01%	1021

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

Sanctuary Advisors's PGF Position: Q2 2026 in Review

Sanctuary Advisors increased its Invesco Financial Preferred ETF (PGF) stake by 1.9% in Q2 2026, buying an estimated $35.4K and bringing the position to 139,578 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #1076.

Sanctuary Advisors first reported a position in PGF in Q2 2024 and has held it in 9 quarters since. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Sanctuary Advisors held 139,578 shares of Invesco Financial Preferred ETF worth $1.91M as of Q2 2026.
Sanctuary Advisors bought 2,549 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $35.4K.
Invesco Financial Preferred ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1076 holding.
Sanctuary Advisors first reported a position in Invesco Financial Preferred ETF in Q2 2024 and has held it in 9 quarters since.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.