Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free PGF Stock Alerts

Invesco Financial Preferred ETF (PGF) Institutional Ownership

Invesco Financial Preferred ETF logo
$13.30 -0.02 (-0.15%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco Financial Preferred ETF (NYSEARCA:PGF)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$21.13M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$11.85M
Get PGF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Financial Preferred ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PGF Institutional Buying and Selling by Quarter

Invesco Financial Preferred ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Citadel Advisors LLC61,562$844K0.0%N/A0.124%
8/23/2026 Ameritas Advisory Services LLC19,051$261K0.0%N/A0.038%
8/22/2026 Compass Financial Management LLC1,953$27K0.0%N/A0.004%
8/22/2026 Lord & Richards Wealth Management LLC90,368$1.24M1.0%+7.1%0.182%
8/21/2026 Investors Research Corp378,941$5.20M0.9%+7.4%0.764%
8/12/2026 Compass Financial Management LLC1,953$27K0.0%N/A0.004%
7/12/2026 Walker Asset Management LLC33,470$459K0.2%-8.1%0.067%
7/10/2026 Investors Research Corp378,941$5.20M0.9%+7.4%0.756%
7/10/2026 Accel Wealth Management24,301$333K0.1%-25.8%0.048%
7/10/2026 Wealthcare Advisory Partners LLC17,775$244K0.0%-8.9%0.035%
7/9/2026 HF Advisory Group LLC25,438$349K0.1%+6.7%0.051%
7/7/2026 City Center Advisors LLC14,393$197K0.2%+13.9%0.029%
5/28/2026 Maripau Wealth Management LLC51,404$707K0.3%-16.3%0.100%
5/19/2026 NewEdge Advisors LLC23,311$321K0.0%-9.6%0.046%
5/19/2026 Bank of America Corp DE735,903$10.13M0.0%-6.2%1.439%
5/19/2026 Cim LLC28,491$392K0.1%+3.5%0.056%
5/18/2026 Royal Bank of Canada130,368$1.79M0.0%+13.2%0.255%
5/13/2026 Cetera Investment Advisers70,688$973K0.0%+9.7%0.138%
5/8/2026 Cassaday & Co Wealth Management LLC7,250$100K0.0%N/A0.014%
5/5/2026 D.A. Davidson & CO.78,203$1.08M0.0%+4.1%0.153%
5/5/2026 Sanctuary Advisors LLC137,029$1.89M0.0%+26.3%0.268%
5/2/2026 International Assets Investment Management LLC65,378$905K0.0%+18.6%0.128%
5/1/2026 Fifth Third Bancorp74,221$1.02M0.0%N/A0.145%
4/30/2026 Kestra Advisory Services LLC23,430$322K0.0%+18.7%0.046%
4/29/2026 Integrated Advisors Network LLC12,229$168K0.0%-79.7%0.024%
4/27/2026 Private Advisor Group LLC335,492$4.62M0.0%-2.2%0.656%
4/24/2026 Essex LLC11,800$162K0.0%-14.5%0.023%
4/23/2026 North Star Investment Management Corp.318,191$4.38M0.3%+19.0%0.621%
4/22/2026 Janney Montgomery Scott LLC179,572$2.47M0.0%-4.1%0.351%
4/20/2026 Lord & Richards Wealth Management LLC84,373$1.16M1.0%-7.4%0.165%
4/20/2026 Keudell Morrison Wealth Management15,278$210K0.0%N/A0.030%
4/17/2026 Signal Advisors Wealth LLC215,944$2.97M0.2%-11.5%0.421%
4/17/2026 Sterneck Capital Management LLC143,954$1.98M0.9%+5.8%0.281%
4/16/2026 RFG Holdings Inc.12,147$167K0.0%-62.2%0.024%
3/17/2026 Rockefeller Capital Management L.P.7,256$103K0.0%-20.9%0.014%
3/5/2026 Bayban3,900$55K0.0%N/A0.007%
2/24/2026 Avory & Company LLC22,985$325K0.2%-25.9%0.044%
2/18/2026 NewEdge Advisors LLC25,780$365K0.0%-31.7%0.049%
2/18/2026 Cim LLC27,522$389K0.1%-3.8%0.053%
2/17/2026 Integrated Advisors Network LLC60,239$852K0.0%-24.6%0.116%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
2/17/2026 Cetera Investment Advisers64,439$911K0.0%-10.9%0.124%
2/17/2026 Osaic Holdings Inc.91,438$1.29M0.0%+2.6%0.175%
2/17/2026 Private Advisor Group LLC342,877$4.85M0.0%+1.1%0.657%
2/17/2026 &PARTNERS65,323$924K0.0%N/A0.125%
2/17/2026 Royal Bank of Canada115,160$1.63M0.0%-5.8%0.221%
2/16/2026Motiv8 Investments LLC7,000$99K0.1%N/A0.013%
2/16/2026 Arax Advisory Partners8,665$123K0.0%N/A0.017%
2/16/2026 Aptus Capital Advisors LLC10,234$145K0.0%+19.2%0.020%
2/13/2026 Kestra Advisory Services LLC19,732$279K0.0%-16.1%0.038%
2/13/2026 Rosenblum Silverman Sutton S F Inc. CA155,290$2.20M0.5%+112.0%0.298%
2/13/2026 Stifel Financial Corp106,939$1.51M0.0%-2.7%0.205%
2/13/2026 Wells Fargo & Company MN606,487$8.58M0.0%-19.8%1.163%
2/12/2026 HRT Financial LP28,704$405K0.0%+68.0%0.055%
2/12/2026 Commonwealth Equity Services LLC83,557$1.18M0.0%-7.3%0.160%
2/12/2026 StoneX Group Inc.17,975$254K0.0%N/A0.034%
2/12/2026 Leigh Baldwin & CO. LLC12,500$177K0.1%-60.1%0.024%
2/11/2026 Gilpin Wealth Management LLC12,450$176K0.1%N/A0.024%
2/11/2026 LPL Financial LLC814,355$11.52M0.0%-4.7%1.562%
2/10/2026 Northwestern Mutual Wealth Management Co.14,479$205K0.0%+10.1%0.028%
2/10/2026 Novak & Powell Financial Services Inc.11,795$167K0.1%N/A0.023%
2/9/2026 Prospera Financial Services Inc111,002$1.57M0.0%-5.6%0.213%
2/6/2026 Evoke Wealth LLC334,076$4.72M0.1%+4.9%0.641%
2/6/2026 Wilian Securities LLC16,287$230K0.2%N/A0.031%
2/6/2026 HighTower Advisors LLC53,801$761K0.0%-25.4%0.103%
2/6/2026 Envestnet Portfolio Solutions Inc.41,910$593K0.0%+60.1%0.080%
2/3/2026 International Assets Investment Management LLC55,141$780K0.0%-27.0%0.106%
2/2/2026 Truist Financial Corp25,177$356K0.0%+6.5%0.048%
2/2/2026 Oppenheimer & Co. Inc.26,763$378K0.0%+9.0%0.051%
1/30/2026 North Star Investment Management Corp.267,442$3.78M0.2%-3.3%0.513%
1/29/2026Comerica Bank70,907$1.00M0.0%-9.6%0.136%
1/29/2026 Kestra Private Wealth Services LLC13,585$192K0.0%-12.8%0.026%
1/29/2026 UBS Group AG1,321,542$18.69M0.0%-5.7%2.534%
1/29/2026 Sanctuary Advisors LLC108,511$1.53M0.0%-4.6%0.208%
1/29/2026 ProVise Management Group LLC23,877$338K0.0%-3.3%0.046%
1/28/2026 Field & Main Bank101,425$1.43M0.4%-6.1%0.194%
1/28/2026 Joseph P. Lucia & Associates LLC18,916$267K0.1%-6.7%0.036%
1/26/2026 Private Trust Co. NA12,620$178K0.0%+11.4%0.024%
1/23/2026 Avion Wealth6,324$89K0.0%-30.2%0.012%
1/23/2026 RFG Holdings Inc.32,110$454K0.1%-22.1%0.062%
1/23/2026 HF Advisory Group LLC23,981$339K0.1%+8.1%0.046%
1/22/2026 Sterneck Capital Management LLC136,034$1.92M0.9%+7.1%0.261%
1/21/2026 Flagship Harbor Advisors LLC2,811$40K0.0%N/A0.005%
1/21/2026 Leading Edge Financial Planning LLC23,180$328K0.1%-6.6%0.044%
1/20/2026 Accel Wealth Management33,213$470K0.1%-15.0%0.064%
1/16/2026 Wealth Advisory Solutions LLC124,262$1.76M0.4%-2.6%0.231%
1/16/2026 Walker Asset Management LLC36,420$515K0.3%-5.8%0.068%
1/16/2026 HF Advisory Group LLC23,981$339K0.0%+8.1%0.045%
1/15/2026 Lord & Richards Wealth Management LLC91,115$1.29M1.1%+5.3%0.169%
1/14/2026 Cushing Capital Partners LLC49,461$699K0.5%-1.6%0.092%
1/14/2026 Wealthcare Advisory Partners LLC23,406$331K0.0%-25.3%0.044%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
1/13/2026 Capital Investment Advisors LLC26,465$374K0.0%-8.4%0.049%
1/13/2026 Signal Advisors Wealth LLC244,105$3.45M0.3%+14.0%0.454%
1/8/2026 Wealth Enhancement Advisory Services LLC125,850$1.79M0.0%+37.3%0.233%
1/7/2026 Magnus Financial Group LLC85,144$1.20M0.1%+1.6%0.157%
1/6/2026 Investors Research Corp322,794$4.56M0.8%+8.7%0.594%
1/5/2026 City Center Advisors LLC12,255$173K0.2%+14.5%0.023%
11/18/2025 Advisory Services Network LLC8,277$121K0.0%N/A0.015%
11/17/2025 NewEdge Advisors LLC37,740$552K0.0%+39.9%0.069%
11/17/2025 Susquehanna International Group LLP36,966$540K0.0%-52.8%0.068%
11/17/2025 Northwestern Mutual Wealth Management Co.13,145$192K0.0%-14.5%0.024%


PGF Institutional Ownership - Frequently Asked Questions

During the previous two years, 143 institutional investors and hedge funds held shares of Invesco Financial Preferred ETF. The most heavily invested institutionals were UBS Group AG ($18.69M), JPMorgan Chase & Co. ($14.19M), LPL Financial LLC ($11.52M), Bank of America Corp DE ($10.13M), Wells Fargo & Company MN ($8.58M), Investors Research Corp ($5.20M), and Evoke Wealth LLC ($4.72M).Learn more on Invesco Financial Preferred ETF's institutional investors.

Of the 110 institutional investors that purchased Invesco Financial Preferred ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($971.26K), UBS Group AG ($289.56K), Signal Advisors Wealth LLC ($244.11K), Raymond James Financial Inc. ($230.31K), Investors Research Corp ($218.71K), Orion Portfolio Solutions LLC ($185.07K), and Bank of America Corp DE ($129.40K).

Institutional investors have bought a total of 1,480,757 shares in the last 24 months. This purchase volume represents approximately $21.13M in transactions.

Of the 53 institutional investors that sold Invesco Financial Preferred ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($149.36K), UBS Group AG ($79.96K), Integrated Advisors Network LLC ($69.51K), RFG Holdings Inc. ($49.08K), Bank of America Corp DE ($48.92K), Susquehanna International Group LLP ($41.28K), and LPL Financial LLC ($40.40K).

Institutional investors have sold a total of 837,900 shares in the last 24 months. This volume of shares sold represents approximately $11.85M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PGF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel