StoneX Group’s Invesco Financial Preferred ETF PGF Stock Holding History

StoneX Group’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	–	Sell	-12,694	Closed	-$175K	–	1543
2026 Q1	$175K	Sell	12,694 -5,281	-29%	-$75.2K	0.01%	762
2025 Q4	$254K	Buy	+17,975	New	+$258K	0.01%	771
2022 Q3	–	Sell	-11,602	Closed	-$180K	–	681
2022 Q2	$180K	Buy	+11,602	New	+$182K	0.02%	559

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

StoneX Group's PGF Position: Q2 2026 in Review

StoneX Group sold out of Invesco Financial Preferred ETF (PGF) in Q2 2026, closing a stake of 12,694 shares — an estimated $175K sold.

StoneX Group first reported a position in PGF in Q2 2022 and held it in 3 quarters. The position peaked at $254K in Q4 2025. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

StoneX Group reported no remaining Invesco Financial Preferred ETF position as of Q2 2026 after selling out during the quarter.
StoneX Group sold 12,694 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $175K.
StoneX Group first reported a position in Invesco Financial Preferred ETF in Q2 2022 and held it in 3 quarters.
StoneX Group's Invesco Financial Preferred ETF position peaked at $254K in Q4 2025.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.