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 Q2	$1.41K	Hold	103	–	–	﹤0.01%	686
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 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

Westfuller Advisors's PGF Position: Q2 2026 in Review

Westfuller Advisors held its Invesco Financial Preferred ETF (PGF) position steady in Q2 2026 at 103 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Westfuller Advisors first reported a position in PGF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.51K in Q3 2025. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Westfuller Advisors held 103 shares of Invesco Financial Preferred ETF worth $1.41K as of Q2 2026.
Westfuller Advisors left its Invesco Financial Preferred ETF share count unchanged in Q2 2026.
Invesco Financial Preferred ETF made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #686 holding.
Westfuller Advisors first reported a position in Invesco Financial Preferred ETF in Q3 2025 and has held it in 4 quarters since.
Westfuller Advisors's Invesco Financial Preferred ETF position peaked at $1.51K in Q3 2025.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.