Wilian Securities’s Invesco Financial Preferred ETF PGF Stock Holding History

Wilian Securities’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	$920K	Buy	67,104 +44,862	+202%	+$624K	0.54%	49
2026 Q1	$306K	Buy	22,242 +5,955	+37%	+$84.8K	0.75%	49
2025 Q4	$230K	Buy	+16,287	New	+$234K	0.25%	94

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

Wilian Securities's PGF Position: Q2 2026 in Review

Wilian Securities increased its Invesco Financial Preferred ETF (PGF) stake by 202% in Q2 2026, buying an estimated $624K and bringing the position to 67,104 shares worth $920K. The position accounts for 0.54% of the portfolio, ranked #49.

Wilian Securities first reported a position in PGF in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

Wilian Securities held 67,104 shares of Invesco Financial Preferred ETF worth $920K as of Q2 2026.
Wilian Securities bought 44,862 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $624K.
Invesco Financial Preferred ETF made up 0.54% of Wilian Securities's portfolio in Q2 2026, its #49 holding.
Wilian Securities first reported a position in Invesco Financial Preferred ETF in Q4 2025 and has held it in 3 quarters since.
149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

Based on Wilian Securities's 13F filing for Q2 2026, filed 13 Jul 2026.