Wealth Preservation Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-500	Closed	-$6.88K	–	708
2026 Q1	$6.88K	Hold	500	–	–	0.01%	456
2025 Q4	$7.07K	Hold	500	–	–	﹤0.01%	331
2025 Q3	$7.31K	Hold	500	–	–	﹤0.01%	322
2025 Q2	$7.05K	Hold	500	–	–	﹤0.01%	327
2025 Q1	$7.14K	Buy	+500	New	+$7.34K	0.01%	342

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

Wealth Preservation Advisors's PGF Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q2 2026, closing a stake of 500 shares — an estimated $6.88K sold.

Wealth Preservation Advisors first reported a position in PGF in Q1 2025 and held it in 5 quarters. The position peaked at $7.31K in Q3 2025. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Wealth Preservation Advisors reported no remaining Invesco Financial Preferred ETF position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 500 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $6.88K.
Wealth Preservation Advisors first reported a position in Invesco Financial Preferred ETF in Q1 2025 and held it in 5 quarters.
Wealth Preservation Advisors's Invesco Financial Preferred ETF position peaked at $7.31K in Q3 2025.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.