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 Q3	$421K	Buy	+32,375	New	+$435K	0.02%	793
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealth Advisory Solutions Indiianapolis, Indiana $484M AUM 15.98% 1-Year Est. Return

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

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

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

StoneX Group's PGF Position: Q3 2026 in Review

StoneX Group opened a new position in Invesco Financial Preferred ETF (PGF) in Q3 2026: 32,375 shares worth $421K. The stake represents 0.02% of the portfolio and ranks #793 among its holdings. This is a return to the name: StoneX Group previously reported a position in PGF as recently as Q1 2026.

StoneX Group first reported a position in PGF in Q2 2022 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold PGF as of Q3 2026.

StoneX Group held 32,375 shares of Invesco Financial Preferred ETF worth $421K as of Q3 2026.
Invesco Financial Preferred ETF was a new StoneX Group position in Q3 2026.
Invesco Financial Preferred ETF made up 0.02% of StoneX Group's portfolio in Q3 2026, its #793 holding.
StoneX Group first reported a position in Invesco Financial Preferred ETF in Q2 2022 and has held it in 4 quarters since.
82 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.