Western Financial Corp’s Invesco Financial Preferred ETF PGF Stock Holding History

Western Financial Corp’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	$284K	Buy	22,258 +172	+0.8%	+$2.31K	0.09%	116
2026 Q2	$303K	Buy	22,086 +2,016	+10%	+$28K	0.09%	108
2026 Q1	$276K	Sell	20,070 -882	-4%	-$12.6K	0.11%	108
2025 Q4	$296K	Sell	20,952 -25	-0.1%	-$359	0.12%	98
2025 Q3	$307K	Sell	20,977 -983	-4%	-$14.2K	0.13%	105
2025 Q2	$310K	Sell	21,960 -1	-0%	-$14	0.17%	109
2025 Q1	$314K	Buy	21,961 +174	+0.8%	+$2.55K	0.18%	104
2024 Q4	$317K	Buy	21,787 +9,030	+71%	+$138K	0.17%	115
2024 Q3	$200K	Buy	12,757 +1,187	+10%	+$18K	0.11%	120
2024 Q2	$170K	Buy	+11,570	New	+$171K	0.1%	116

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

MCM

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Western Financial Corp's PGF Position: Q3 2026 in Review

Western Financial Corp increased its Invesco Financial Preferred ETF (PGF) stake by 0.78% in Q3 2026, buying an estimated $2.31K and bringing the position to 22,258 shares worth $284K. The position accounts for 0.09% of the portfolio, ranked #116.

Western Financial Corp first reported a position in PGF in Q2 2024 and has held it in 10 quarters since. The position peaked at $317K in Q4 2024. 18 funds tracked by Wall St. Rank hold PGF as of Q3 2026.

Western Financial Corp held 22,258 shares of Invesco Financial Preferred ETF worth $284K as of Q3 2026.
Western Financial Corp bought 172 Invesco Financial Preferred ETF shares in Q3 2026, an estimated $2.31K.
Invesco Financial Preferred ETF made up 0.09% of Western Financial Corp's portfolio in Q3 2026, its #116 holding.
Western Financial Corp first reported a position in Invesco Financial Preferred ETF in Q2 2024 and has held it in 10 quarters since.
Western Financial Corp's Invesco Financial Preferred ETF position peaked at $317K in Q4 2024.
18 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.