TRCT
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Tower Research Capital (TRC)’s Invesco Financial Preferred ETF PGF Stock Holding History

Tower Research Capital (TRC)’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
-68
Closed -$962 – 5451
2025
Q4 		$962 Buy
68
+15
+28% +$215 ﹤0.01% 4788
2025
Q3 		$775 Sell
53
-12
-18% -$173 ﹤0.01% 4946
2025
Q2 		$917 Buy
+65
New +$911 ﹤0.01% 4913
2025
Q1 		– Sell
-65
Closed -$946 – 5643
2024
Q4 		$946 Buy
+65
New +$990 ﹤0.01% 5127
2024
Q2 		– Sell
-13
Closed -$198 – 5928
2024
Q1 		$198 Sell
13
-58
-82% -$872 ﹤0.01% 5594
2023
Q4 		$1.03K Buy
+71
New +$993 ﹤0.01% 5456
2022
Q3 		– Sell
-24
Closed – – 6384
2022
Q2 		$0 Buy
+24
New +$377 ﹤0.01% 6419
2020
Q4 		– Sell
-100
Closed -$2K – 5346
2020
Q3 		$2K Hold
100
– – ﹤0.01% 4614
2020
Q2 		$2K Hold
100
– – ﹤0.01% 4527
2020
Q1 		$2K Buy
+100
New +$1.82K ﹤0.01% 2620
2014
Q3 		– Sell
-100
Closed -$2K – 4778
2014
Q2 		$2K Buy
+100
New +$1.8K ﹤0.01% 3433

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
PAG
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
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Tower Research Capital (TRC)'s PGF Position: Q1 2026 in Review

Tower Research Capital (TRC) sold out of Invesco Financial Preferred ETF (PGF) in Q1 2026, closing a stake of 68 shares — an estimated $962 sold.

Tower Research Capital (TRC) first reported a position in PGF in Q2 2014 and held it in 11 quarters. The position peaked at $2K in Q3 2020. 150 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

  • Tower Research Capital (TRC) reported no remaining Invesco Financial Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 68 Invesco Financial Preferred ETF shares in Q1 2026, an estimated $962.
  • Tower Research Capital (TRC) first reported a position in Invesco Financial Preferred ETF in Q2 2014 and held it in 11 quarters.
  • Tower Research Capital (TRC)'s Invesco Financial Preferred ETF position peaked at $2K in Q3 2020.
  • 150 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.