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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
Q2 		– Sell
-145
Closed -$2K – 538
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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

WealthShield Partners's PGF Position: Q2 2026 in Review

WealthShield Partners sold out of Invesco Financial Preferred ETF (PGF) in Q2 2026, closing a stake of 145 shares — an estimated $2K sold.

WealthShield Partners first reported a position in PGF in Q1 2023 and held it in 13 quarters. The position peaked at $29.2K in Q1 2023. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

  • WealthShield Partners reported no remaining Invesco Financial Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 145 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $2K.
  • WealthShield Partners first reported a position in Invesco Financial Preferred ETF in Q1 2023 and held it in 13 quarters.
  • WealthShield Partners's Invesco Financial Preferred ETF position peaked at $29.2K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.