Wolverine Trading’s Invesco Financial Preferred ETF PGF Stock Holding History

Wolverine Trading’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
2021 Q3	–	Sell	-18,700	Closed	-$359K	–	6769
2021 Q2	$359K	Buy	18,700 +4,700	+34%	+$89.4K	﹤0.01%	4164
2021 Q1	$263K	Buy	+14,000	New	+$262K	﹤0.01%	4638
2019 Q2	–	Sell	-12,600	Closed	-$230K	–	4963
2019 Q1	$230K	Buy	+12,600	New	+$228K	﹤0.01%	3660
2017 Q3	–	Sell	-15,200	Closed	-$290K	–	4858
2017 Q2	$290K	Hold	15,200	–	–	﹤0.01%	3092
2017 Q1	$283K	Sell	15,200 -17,700	-54%	-$327K	﹤0.01%	3091
2016 Q4	$591K	Buy	+32,900	New	+$604K	﹤0.01%	2437

Other funds holding PGF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Wolverine Trading's PGF Position: Q2 2025 in Review

Wolverine Trading sold out of Invesco Financial Preferred ETF (PGF) in Q2 2025, closing a stake of 15,123 shares — an estimated $217K sold.

Wolverine Trading first reported a position in PGF in Q3 2016 and held it in 29 quarters. The position peaked at $4.15M in Q4 2020. 159 funds tracked by Wall St. Rank hold PGF as of Q2 2025.

Wolverine Trading reported no remaining Invesco Financial Preferred ETF position as of Q2 2025 after selling out during the quarter.
Wolverine Trading sold 15,123 Invesco Financial Preferred ETF shares in Q2 2025, an estimated $217K.
Wolverine Trading first reported a position in Invesco Financial Preferred ETF in Q3 2016 and held it in 29 quarters.
Wolverine Trading's Invesco Financial Preferred ETF position peaked at $4.15M in Q4 2020.
159 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2025.

Based on Wolverine Trading's 13F filing for Q2 2025, filed 18 Aug 2025.