Signal Advisors Wealth’s Invesco Financial Preferred ETF PGF Stock Holding History

Signal Advisors Wealth’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 Q3	$4.28M	Buy	335,987 +33,485	+11%	+$450K	0.19%	111
2026 Q2	$4.15M	Buy	302,502 +86,558	+40%	+$1.2M	0.21%	94
2026 Q1	$2.97M	Sell	215,944 -28,161	-12%	-$401K	0.2%	98
2025 Q4	$3.45M	Buy	244,105 +30,016	+14%	+$431K	0.27%	82
2025 Q3	$3.13M	Buy	214,089 +36,170	+20%	+$523K	0.28%	81
2025 Q2	$2.51M	Buy	177,919 +75,558	+74%	+$1.06M	0.2%	114
2025 Q1	$1.46M	Buy	+102,361	New	+$1.5M	0.14%	145

Other funds holding PGF

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LRWM

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

WFC

Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Signal Advisors Wealth's PGF Position: Q3 2026 in Review

Signal Advisors Wealth increased its Invesco Financial Preferred ETF (PGF) stake by 11% in Q3 2026, buying an estimated $450K and bringing the position to 335,987 shares worth $4.28M. The position accounts for 0.19% of the portfolio, ranked #111.

Signal Advisors Wealth first reported a position in PGF in Q1 2025 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold PGF as of Q3 2026.

Signal Advisors Wealth held 335,987 shares of Invesco Financial Preferred ETF worth $4.28M as of Q3 2026.
Signal Advisors Wealth bought 33,485 Invesco Financial Preferred ETF shares in Q3 2026, an estimated $450K.
Invesco Financial Preferred ETF made up 0.19% of Signal Advisors Wealth's portfolio in Q3 2026, its #111 holding.
Signal Advisors Wealth first reported a position in Invesco Financial Preferred ETF in Q1 2025 and has held it in 7 quarters since.
16 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2026.

Based on Signal Advisors Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.