Triumph Capital Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Triumph Capital 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
2026 Q3	$7.64K	Hold	600	–	–	﹤0.01%	1278
2026 Q2	$8.23K	Hold	600	–	–	﹤0.01%	1204
2026 Q1	$8.26K	Hold	600	–	–	﹤0.01%	1163
2025 Q4	$8.48K	Buy	+600	New	+$8.61K	﹤0.01%	1130

Other funds holding PGF

IRC

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

SAW

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

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

LRWM

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

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

WFC

Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

Triumph Capital Management's PGF Position: Q3 2026 in Review

Triumph Capital Management held its Invesco Financial Preferred ETF (PGF) position steady in Q3 2026 at 600 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Triumph Capital Management first reported a position in PGF in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.48K in Q4 2025. 18 funds tracked by Wall St. Rank hold PGF as of Q3 2026.

Triumph Capital Management held 600 shares of Invesco Financial Preferred ETF worth $7.64K as of Q3 2026.
Triumph Capital Management left its Invesco Financial Preferred ETF share count unchanged in Q3 2026.
Invesco Financial Preferred ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1278 holding.
Triumph Capital Management first reported a position in Invesco Financial Preferred ETF in Q4 2025 and has held it in 4 quarters since.
Triumph Capital Management's Invesco Financial Preferred ETF position peaked at $8.48K in Q4 2025.
18 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.