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Westfuller Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Westfuller 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
Q1 		$1.42K Hold
103
– – ﹤0.01% 666
2025
Q4 		$1.46K Hold
103
– – ﹤0.01% 690
2025
Q3 		$1.51K Buy
+103
New +$1.49K ﹤0.01% 671

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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 $21.3B AUM 22.13% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
EW
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

Westfuller Advisors's PGF Position: Q1 2026 in Review

Westfuller Advisors held its Invesco Financial Preferred ETF (PGF) position steady in Q1 2026 at 103 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Westfuller Advisors first reported a position in PGF in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.51K in Q3 2025. 150 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

  • Westfuller Advisors held 103 shares of Invesco Financial Preferred ETF worth $1.42K as of Q1 2026.
  • Westfuller Advisors left its Invesco Financial Preferred ETF share count unchanged in Q1 2026.
  • Invesco Financial Preferred ETF made up ﹤0.01% of Westfuller Advisors's portfolio in Q1 2026, its #666 holding.
  • Westfuller Advisors first reported a position in Invesco Financial Preferred ETF in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Invesco Financial Preferred ETF position peaked at $1.51K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.