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Van Hulzen Asset Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-1,397
Closed -$20.3K – 876
2024
Q4 		$20.3K Buy
+1,397
New +$21.3K ﹤0.01% 674

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Van Hulzen Asset Management's PGF Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Invesco Financial Preferred ETF (PGF) in Q1 2025, closing a stake of 1,397 shares — an estimated $20.3K sold.

Van Hulzen Asset Management first reported a position in PGF in Q4 2024 and held it in 1 quarter. The position peaked at $20.3K in Q4 2024. 162 funds tracked by Wall St. Rank hold PGF as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Invesco Financial Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 1,397 Invesco Financial Preferred ETF shares in Q1 2025, an estimated $20.3K.
  • Van Hulzen Asset Management first reported a position in Invesco Financial Preferred ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Invesco Financial Preferred ETF position peaked at $20.3K in Q4 2024.
  • 162 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.