Spire Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Spire Wealth Management’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
2025 Q2	–	Sell	-200	Closed	-$2.86K	–	2511
2025 Q1	$2.86K	Buy	+200	New	+$2.94K	﹤0.01%	2202
2023 Q3	–	Sell	-1,250	Closed	-$17.9K	–	2441
2023 Q2	$17.9K	Hold	1,250	–	–	﹤0.01%	1632
2023 Q1	$18.1K	Sell	1,250 -150	-11%	-$2.29K	﹤0.01%	1661
2022 Q4	$20K	Hold	1,400	–	–	﹤0.01%	1372
2022 Q3	$21K	Hold	1,400	–	–	﹤0.01%	1314
2022 Q2	$22K	Hold	1,400	–	–	﹤0.01%	1636
2022 Q1	$24K	Sell	1,400 -3,197	-70%	-$55.7K	﹤0.01%	1742
2021 Q4	$87K	Buy	4,597 +1,000	+28%	+$18.7K	﹤0.01%	1461
2021 Q3	$68K	Sell	3,597 -2,033	-36%	-$38.8K	﹤0.01%	1353
2021 Q2	$109K	Sell	5,630 -5,757	-51%	-$110K	﹤0.01%	1158
2021 Q1	$125K	Buy	+11,387	New	+$213K	﹤0.01%	1293

Other funds holding PGF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Spire Wealth Management's PGF Position: Q2 2025 in Review

Spire Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q2 2025, closing a stake of 200 shares — an estimated $2.86K sold.

Spire Wealth Management first reported a position in PGF in Q1 2021 and held it in 11 quarters. The position peaked at $125K in Q1 2021. 159 funds tracked by Wall St. Rank hold PGF as of Q2 2025.

Spire Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 200 Invesco Financial Preferred ETF shares in Q2 2025, an estimated $2.86K.
Spire Wealth Management first reported a position in Invesco Financial Preferred ETF in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's Invesco Financial Preferred ETF position peaked at $125K in Q1 2021.
159 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.