WealthShield Partners’s Invesco Financial Preferred ETF PGF Stock Holding History

WealthShield Partners’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 Q1	$2K	Hold	145	–	–	﹤0.01%	586
2025 Q4	$2.05K	Hold	145	–	–	﹤0.01%	550
2025 Q3	$2.12K	Hold	145	–	–	﹤0.01%	550
2025 Q2	$2.05K	Sell	145 -1,164	-89%	-$16.3K	﹤0.01%	544
2025 Q1	$18.7K	Hold	1,309	–	–	﹤0.01%	459
2024 Q4	$19K	Hold	1,309	–	–	﹤0.01%	426
2024 Q3	$20.5K	Hold	1,309	–	–	﹤0.01%	427
2024 Q2	$19.3K	Hold	1,309	–	–	﹤0.01%	405
2024 Q1	$19.9K	Hold	1,309	–	–	﹤0.01%	397
2023 Q4	$19.1K	Hold	1,309	–	–	﹤0.01%	409
2023 Q3	$18.4K	Sell	1,309 -700	-35%	-$9.98K	﹤0.01%	418
2023 Q2	$28.8K	Hold	2,009	–	–	﹤0.01%	406
2023 Q1	$29.2K	Buy	+2,009	New	+$30.7K	﹤0.01%	402

Other funds holding PGF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

PAG

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

NSIM

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

WealthShield Partners's PGF Position: Q1 2026 in Review

WealthShield Partners held its Invesco Financial Preferred ETF (PGF) position steady in Q1 2026 at 145 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

WealthShield Partners first reported a position in PGF in Q1 2023 and has held it in 13 quarters since. The position peaked at $29.2K in Q1 2023. 150 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

WealthShield Partners held 145 shares of Invesco Financial Preferred ETF worth $2K as of Q1 2026.
WealthShield Partners left its Invesco Financial Preferred ETF share count unchanged in Q1 2026.
Invesco Financial Preferred ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #586 holding.
WealthShield Partners first reported a position in Invesco Financial Preferred ETF in Q1 2023 and has held it in 13 quarters since.
WealthShield Partners's Invesco Financial Preferred ETF position peaked at $29.2K in Q1 2023.
150 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.