BOLTON SECURITIES CORPORATION’s Invesco Financial Preferred ETF PGF Stock Holding History

BOLTON SECURITIES CORPORATION’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	$574K	Buy	+41,700	New	+$594K	0.03%	500
2025 Q3	$715K	Buy	+48,930	New	+$707K	0.03%	429
2025 Q1	$595K	Buy	+41,700	New	+$612K	0.04%	442

Other funds holding PGF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PGF Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Invesco Financial Preferred ETF (PGF) in Q1 2026: 41,700 shares worth $574K. The stake represents 0.03% of the portfolio and ranks #500 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in PGF as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in PGF in Q1 2025 and has held it in 3 quarters since. The position peaked at $715K in Q3 2025. 152 funds tracked by Wall St. Rank hold PGF as of Q1 2026.

BOLTON SECURITIES CORPORATION held 41,700 shares of Invesco Financial Preferred ETF worth $574K as of Q1 2026.
Invesco Financial Preferred ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
Invesco Financial Preferred ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #500 holding.
BOLTON SECURITIES CORPORATION first reported a position in Invesco Financial Preferred ETF in Q1 2025 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's Invesco Financial Preferred ETF position peaked at $715K in Q3 2025.
152 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.