Thurston Springer Miller Herd & Titak’s Invesco Financial Preferred ETF PGF Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q3	–	Sell	-325	Closed	-$4.58K	–	1140
2025 Q2	$4.58K	Hold	325	–	–	﹤0.01%	1302
2025 Q1	$4.64K	Hold	325	–	–	﹤0.01%	1292
2024 Q4	$4.73K	Hold	325	–	–	﹤0.01%	1025
2024 Q3	$5.09K	Hold	325	–	–	﹤0.01%	1184
2024 Q2	$4.79K	Buy	+325	New	+$4.8K	﹤0.01%	1186

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

IRC

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

NSIM

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

SAW

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

Thurston Springer Miller Herd & Titak's PGF Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Invesco Financial Preferred ETF (PGF) in Q3 2025, closing a stake of 325 shares — an estimated $4.58K sold.

Thurston Springer Miller Herd & Titak first reported a position in PGF in Q2 2024 and held it in 5 quarters. The position peaked at $5.09K in Q3 2024. 162 funds tracked by Wall St. Rank hold PGF as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining Invesco Financial Preferred ETF position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 325 Invesco Financial Preferred ETF shares in Q3 2025, an estimated $4.58K.
Thurston Springer Miller Herd & Titak first reported a position in Invesco Financial Preferred ETF in Q2 2024 and held it in 5 quarters.
Thurston Springer Miller Herd & Titak's Invesco Financial Preferred ETF position peaked at $5.09K in Q3 2024.
162 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.