Triangle Securities Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Triangle Securities Wealth Management’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 Q4	–	Sell	-10,147	Closed	-$148K	–	211
2025 Q3	$148K	Hold	10,147	–	–	0.03%	202
2025 Q2	$143K	Sell	10,147 -534	-5%	-$7.48K	0.04%	201
2025 Q1	$153K	Sell	10,681 -1,350	-11%	-$19.8K	0.04%	201
2024 Q4	$175K	Sell	12,031 -1,425	-11%	-$21.7K	0.04%	197
2024 Q3	$211K	Sell	13,456 -1,138	-8%	-$17.3K	0.05%	193
2024 Q2	$215K	Hold	14,594	–	–	0.06%	193
2024 Q1	$222K	Hold	14,594	–	–	0.06%	191
2023 Q4	$213K	Hold	14,594	–	–	0.07%	191
2023 Q3	$205K	Hold	14,594	–	–	0.07%	182
2023 Q2	$209K	Hold	14,594	–	–	0.07%	185
2023 Q1	$212K	Hold	14,594	–	–	0.08%	181
2022 Q4	$210K	Buy	+14,594	New	+$216K	0.08%	179

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Triangle Securities Wealth Management's PGF Position: Q4 2025 in Review

Triangle Securities Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q4 2025, closing a stake of 10,147 shares — an estimated $148K sold.

Triangle Securities Wealth Management first reported a position in PGF in Q4 2022 and held it in 12 quarters. The position peaked at $222K in Q1 2024. 157 funds tracked by Wall St. Rank hold PGF as of Q4 2025.

Triangle Securities Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q4 2025 after selling out during the quarter.
Triangle Securities Wealth Management sold 10,147 Invesco Financial Preferred ETF shares in Q4 2025, an estimated $148K.
Triangle Securities Wealth Management first reported a position in Invesco Financial Preferred ETF in Q4 2022 and held it in 12 quarters.
Triangle Securities Wealth Management's Invesco Financial Preferred ETF position peaked at $222K in Q1 2024.
157 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2025.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.