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
Q3 		$1.4M Buy
110,007
+1,256
+1% +$16.9K ﹤0.01% 1930
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 $569M AUM 15.41% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 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
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's PGF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco Financial Preferred ETF (PGF) stake by 1.2% in Q3 2026, buying an estimated $16.9K and bringing the position to 110,007 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Wealth Enhancement Advisory Services first reported a position in PGF in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.79M in Q4 2025. 16 funds tracked by Wall St. Rank hold PGF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 110,007 shares of Invesco Financial Preferred ETF worth $1.4M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,256 Invesco Financial Preferred ETF shares in Q3 2026, an estimated $16.9K.
  • Invesco Financial Preferred ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1930 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco Financial Preferred ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Invesco Financial Preferred ETF position peaked at $1.79M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.