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
$13.78 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$24.60M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$13.70M
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
5/28/2026Maripau Wealth Management LLC51,404$707K0.3%-16.3%0.100%
5/19/2026NewEdge Advisors LLC23,311$321K0.0%-9.6%0.046%
5/19/2026Bank of America Corp DE735,903$10.13M0.0%-6.2%1.439%
5/19/2026Cim LLC28,491$392K0.1%+3.5%0.056%
5/18/2026Royal Bank of Canada130,368$1.79M0.0%+13.2%0.255%
5/13/2026Cetera Investment Advisers70,688$973K0.0%+9.7%0.138%
5/8/2026Cassaday & Co Wealth Management LLC7,250$100K0.0%N/A0.014%
5/5/2026D.A. Davidson & CO.78,203$1.08M0.0%+4.1%0.153%
5/5/2026Sanctuary Advisors LLC137,029$1.89M0.0%+26.3%0.268%
5/2/2026International Assets Investment Management LLC65,378$905K0.0%+18.6%0.128%
5/1/2026Fifth Third Bancorp74,221$1.02M0.0%N/A0.145%
4/30/2026Kestra Advisory Services LLC23,430$322K0.0%+18.7%0.046%
4/29/2026Integrated Advisors Network LLC12,229$168K0.0%-79.7%0.024%
4/27/2026Private Advisor Group LLC335,492$4.62M0.0%-2.2%0.656%
4/24/2026Essex LLC11,800$162K0.0%-14.5%0.023%
4/23/2026North Star Investment Management Corp.318,191$4.38M0.3%+19.0%0.621%
4/22/2026Janney Montgomery Scott LLC179,572$2.47M0.0%-4.1%0.351%
4/20/2026Lord & Richards Wealth Management LLC84,373$1.16M1.0%-7.4%0.165%
4/20/2026Keudell Morrison Wealth Management15,278$210K0.0%N/A0.030%
4/17/2026Signal Advisors Wealth LLC215,944$2.97M0.2%-11.5%0.421%
4/17/2026Sterneck Capital Management LLC143,954$1.98M0.9%+5.8%0.281%
4/16/2026RFG Holdings Inc.12,147$167K0.0%-62.2%0.024%
3/17/2026Rockefeller Capital Management L.P.7,256$103K0.0%-20.9%0.014%
3/5/2026Bayban3,900$55K0.0%N/A0.007%
2/24/2026Avory & Company LLC22,985$325K0.2%-25.9%0.044%
2/18/2026NewEdge Advisors LLC25,780$365K0.0%-31.7%0.049%
2/18/2026Cim LLC27,522$389K0.1%-3.8%0.053%
2/17/2026Integrated Advisors Network LLC60,239$852K0.0%-24.6%0.116%
2/17/2026Cetera Investment Advisers64,439$911K0.0%-10.9%0.124%
2/17/2026Osaic Holdings Inc.91,438$1.29M0.0%+2.6%0.175%
2/17/2026Private Advisor Group LLC342,877$4.85M0.0%+1.1%0.657%
2/17/2026&PARTNERS65,323$924K0.0%N/A0.125%
2/17/2026Royal Bank of Canada115,160$1.63M0.0%-5.8%0.221%
2/16/2026Motiv8 Investments LLC7,000$99K0.1%N/A0.013%
2/16/2026Arax Advisory Partners8,665$123K0.0%N/A0.017%
2/16/2026Aptus Capital Advisors LLC10,234$145K0.0%+19.2%0.020%
2/13/2026Kestra Advisory Services LLC19,732$279K0.0%-16.1%0.038%
2/13/2026Rosenblum Silverman Sutton S F Inc. CA155,290$2.20M0.5%+112.0%0.298%
2/13/2026Stifel Financial Corp106,939$1.51M0.0%-2.7%0.205%
2/13/2026Wells Fargo & Company MN606,487$8.58M0.0%-19.8%1.163%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
2/12/2026HRT Financial LP28,704$405K0.0%+68.0%0.055%
2/12/2026Commonwealth Equity Services LLC83,557$1.18M0.0%-7.3%0.160%
2/12/2026StoneX Group Inc.17,975$254K0.0%N/A0.034%
2/12/2026Leigh Baldwin & CO. LLC12,500$177K0.1%-60.1%0.024%
2/11/2026Gilpin Wealth Management LLC12,450$176K0.1%N/A0.024%
2/11/2026LPL Financial LLC814,355$11.52M0.0%-4.7%1.562%
2/10/2026Northwestern Mutual Wealth Management Co.14,479$205K0.0%+10.1%0.028%
2/10/2026Novak & Powell Financial Services Inc.11,795$167K0.1%N/A0.023%
2/9/2026Prospera Financial Services Inc111,002$1.57M0.0%-5.6%0.213%
2/6/2026Evoke Wealth LLC334,076$4.72M0.1%+4.9%0.641%
2/6/2026Wilian Securities LLC16,287$230K0.2%N/A0.031%
2/6/2026HighTower Advisors LLC53,801$761K0.0%-25.4%0.103%
2/6/2026Envestnet Portfolio Solutions Inc.41,910$593K0.0%+60.1%0.080%
2/3/2026International Assets Investment Management LLC55,141$780K0.0%-27.0%0.106%
2/2/2026Truist Financial Corp25,177$356K0.0%+6.5%0.048%
2/2/2026Oppenheimer & Co. Inc.26,763$378K0.0%+9.0%0.051%
1/30/2026North 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%
1/29/2026Kestra Private Wealth Services LLC13,585$192K0.0%-12.8%0.026%
1/29/2026UBS Group AG1,321,542$18.69M0.0%-5.7%2.534%
1/29/2026Sanctuary Advisors LLC108,511$1.53M0.0%-4.6%0.208%
1/29/2026ProVise Management Group LLC23,877$338K0.0%-3.3%0.046%
1/28/2026Field & Main Bank101,425$1.43M0.4%-6.1%0.194%
1/28/2026Joseph P. Lucia & Associates LLC18,916$267K0.1%-6.7%0.036%
1/26/2026Private Trust Co. NA12,620$178K0.0%+11.4%0.024%
1/23/2026Avion Wealth6,324$89K0.0%-30.2%0.012%
1/23/2026RFG Holdings Inc.32,110$454K0.1%-22.1%0.062%
1/23/2026HF Advisory Group LLC23,981$339K0.1%+8.1%0.046%
1/22/2026Sterneck Capital Management LLC136,034$1.92M0.9%+7.1%0.261%
1/21/2026Flagship Harbor Advisors LLC2,811$40K0.0%N/A0.005%
1/21/2026Leading Edge Financial Planning LLC23,180$328K0.1%-6.6%0.044%
1/20/2026Accel Wealth Management33,213$470K0.1%-15.0%0.064%
1/16/2026Wealth Advisory Solutions LLC124,262$1.76M0.4%-2.6%0.231%
1/16/2026Walker Asset Management LLC36,420$515K0.3%-5.8%0.068%
1/16/2026HF Advisory Group LLC23,981$339K0.0%+8.1%0.045%
1/15/2026Lord & Richards Wealth Management LLC91,115$1.29M1.1%+5.3%0.169%
1/14/2026Cushing Capital Partners LLC49,461$699K0.5%-1.6%0.092%
1/14/2026Wealthcare Advisory Partners LLC23,406$331K0.0%-25.3%0.044%
1/13/2026Capital Investment Advisors LLC26,465$374K0.0%-8.4%0.049%
1/13/2026Signal Advisors Wealth LLC244,105$3.45M0.3%+14.0%0.454%
1/8/2026Wealth Enhancement Advisory Services LLC125,850$1.79M0.0%+37.3%0.233%
1/7/2026Magnus Financial Group LLC85,144$1.20M0.1%+1.6%0.157%
1/6/2026Investors Research Corp322,794$4.56M0.8%+8.7%0.594%
1/5/2026City Center Advisors LLC12,255$173K0.2%+14.5%0.023%
11/18/2025Advisory Services Network LLC8,277$121K0.0%N/A0.015%
11/17/2025NewEdge Advisors LLC37,740$552K0.0%+39.9%0.069%
11/17/2025Susquehanna International Group LLP36,966$540K0.0%-52.8%0.068%
11/17/2025Northwestern Mutual Wealth Management Co.13,145$192K0.0%-14.5%0.024%
11/17/2025Maripau Wealth Management LLC54,638$799K0.4%-6.0%0.100%
11/17/2025National Bank of Canada FI4,373$64K0.0%-44.5%0.008%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
11/17/2025Citadel Advisors LLC31,251$457K0.0%+48.1%0.057%
11/17/2025Bank of America Corp DE740,240$10.82M0.0%+9.5%1.359%
11/17/2025Ameriprise Financial Inc.60,174$880K0.0%-10.5%0.111%
11/14/2025Raymond James Financial Inc.119,608$1.75M0.0%-3.2%0.220%
11/14/2025Comerica Bank78,456$1.15M0.0%+189.5%0.144%
11/13/2025Rehmann Capital Advisory Group12,698$185K0.0%-24.6%0.023%
11/13/2025UBS Group AG1,401,504$20.49M0.0%+26.0%2.574%
11/13/2025Private Advisor Group LLC339,025$4.96M0.0%-8.4%0.623%
11/13/2025Rosenblum Silverman Sutton S F Inc. CA73,265$1.07M0.2%+26.6%0.135%
11/12/2025Leading Edge Financial Planning LLC24,821$363K0.1%+70.3%0.046%


PGF Institutional Ownership - Frequently Asked Questions

During the previous two years, 146 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), Evoke Wealth LLC ($4.72M), and Private Advisor Group LLC ($4.62M).Learn more on Invesco Financial Preferred ETF's institutional investors.

Of the 115 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), Orion Portfolio Solutions LLC ($185.07K), Investors Research Corp ($166.26K), and Bank of America Corp DE ($129.40K).

Institutional investors have bought a total of 1,722,873 shares in the last 24 months. This purchase volume represents approximately $24.60M in transactions.

Of the 63 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), RFG Holdings Inc. ($80.05K), UBS Group AG ($79.96K), Integrated Advisors Network LLC ($69.51K), 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 968,399 shares in the last 24 months. This volume of shares sold represents approximately $13.70M in transactions.


Related Companies

This page (NYSEARCA:PGF) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
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
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Elon’s new "tollbooth"
The SpaceX IPO was valued at $1.75 trillion. But one analyst says fighting over those shares may be the wrong ...
Weiss Ratings | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Oil is settling in yuan now - here's what that means for gold
Saudi Arabia has terminated its 1974 petrodollar agreement with the United States - the deal that forced every...
Golden Portfolio | Sponsoredtc pixel