Symphony Financial Services’s Invesco Financial Preferred ETF PGF Stock Holding History

Symphony Financial Services’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	–	Sell	-10,184	Closed	-$144K	–	106
2025 Q4	$144K	Sell	10,184 -221	-2%	-$3.17K	0.07%	101
2025 Q3	$152K	Sell	10,405 -1,491	-13%	-$21.6K	0.08%	95
2025 Q2	$168K	Sell	11,896 -2,512	-17%	-$35.2K	0.1%	88
2025 Q1	$206K	Sell	14,408 -1,025	-7%	-$15K	0.13%	77
2024 Q4	$225K	Buy	15,433 +331	+2%	+$5.04K	0.18%	70
2024 Q3	$237K	Buy	15,102 +163	+1%	+$2.48K	0.2%	69
2024 Q2	$222K	Buy	+14,939	New	+$220K	0.19%	75

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IRC

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

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

SAW

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

Symphony Financial Services's PGF Position: Q1 2026 in Review

Symphony Financial Services sold out of Invesco Financial Preferred ETF (PGF) in Q1 2026, closing a stake of 10,184 shares — an estimated $144K sold.

Symphony Financial Services first reported a position in PGF in Q2 2024 and held it in 7 quarters. The position peaked at $237K in Q3 2024. 151 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

Symphony Financial Services reported no remaining Invesco Financial Preferred ETF position as of Q1 2026 after selling out during the quarter.
Symphony Financial Services sold 10,184 Invesco Financial Preferred ETF shares in Q1 2026, an estimated $144K.
Symphony Financial Services first reported a position in Invesco Financial Preferred ETF in Q2 2024 and held it in 7 quarters.
Symphony Financial Services's Invesco Financial Preferred ETF position peaked at $237K in Q3 2024.
151 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on Symphony Financial Services's 13F filing for Q1 2026, filed 7 May 2026.