Wealth Enhancement Advisory Services
PGF icon

Wealth Enhancement Advisory Services’s Invesco Financial Preferred ETF PGF Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.49M Sell
108,751
-6,663
-6% -$92.6K ﹤0.01% 1783
2026
Q1 		$1.6M Sell
115,414
-10,436
-8% -$149K ﹤0.01% 1510
2025
Q4 		$1.79M Buy
125,850
+34,191
+37% +$491K ﹤0.01% 1569
2025
Q3 		$1.35M Buy
91,659
+38,880
+74% +$562K ﹤0.01% 1681
2025
Q2 		$755K Buy
52,779
+4,858
+10% +$68.1K ﹤0.01% 1917
2025
Q1 		$684K Buy
47,921
+6,764
+16% +$99.3K ﹤0.01% 1838
2024
Q4 		$599K Buy
41,157
+23,082
+128% +$352K ﹤0.01% 1852
2024
Q3 		$283K Buy
18,075
+741
+4% +$11.3K ﹤0.01% 2219
2024
Q2 		$255K Buy
17,334
+1,247
+8% +$18.4K ﹤0.01% 2103
2024
Q1 		$245K Sell
16,087
-930
-5% -$14K ﹤0.01% 2053
2023
Q4 		$248K Sell
17,017
-10,677
-39% -$149K ﹤0.01% 1955
2023
Q3 		$389K Buy
+27,694
New +$395K ﹤0.01% 1581

Other funds holding PGF

IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM