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 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

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

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

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

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

NSIM

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

PAG

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Triumph Capital Management's PGF Position: Q2 2026 in Review

Triumph Capital Management held its Invesco Financial Preferred ETF (PGF) position steady in Q2 2026 at 600 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Triumph Capital Management first reported a position in PGF in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.48K in Q4 2025. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Triumph Capital Management held 600 shares of Invesco Financial Preferred ETF worth $8.23K as of Q2 2026.
Triumph Capital Management left its Invesco Financial Preferred ETF share count unchanged in Q2 2026.
Invesco Financial Preferred ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1204 holding.
Triumph Capital Management first reported a position in Invesco Financial Preferred ETF in Q4 2025 and has held it in 3 quarters since.
Triumph Capital Management's Invesco Financial Preferred ETF position peaked at $8.48K in Q4 2025.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.