SA
PGF icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $5.57B AUM 23.85% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return