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Disclosery

PGF INVESCO EXCHANGE TRADED FD T

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FINL PFD ETF (fund)

146 managers (148 13F filers) reported a position in PGF shares at 2026-06-30, 10,320,921 shares in all. 15 filers opened a position and 16 filers sold out during the quarter.

Managers
146
13F filers
148
New
15
Added
50
Reduced
37
Sold out
16
Shares held by filers
10,320,921

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,492,566$20.5M<0.01%-47,44413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,344,454$18.4M<0.01%+19,47713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/720,215$9.87M<0.01%-15,68813F-HRTimelineGroup
LPL Financial LLC711,683$9.76M<0.01%-57,01813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN678,599$9.3M<0.01%+60,84013F-HRTimelineGroup
Investors Research Corp378,941$5.2M0.93%+26,22213F-HRTimeline
North Star Investment Management Corp.338,254$4.64M0.25%+20,06313F-HRTimeline
Private Advisor Group, LLC319,009$4.37M0.02%-16,48313F-HRTimeline
MAI Capital Management312,987$4.29M0.02%+296,55213F-HRTimeline
Signal Advisors Wealth, LLC302,502$4.15M0.22%+86,55813F-HRTimeline
Janney Montgomery Scott LLC180,630$2.48M<0.01%+1,05813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC177,969$2.44M<0.01%+14,27913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA160,130$2.2M<0.01%+29,76213F-HRTimelineGroup
Sterneck Capital Management, LLC153,735$2.11M0.9%+9,78113F-HRTimeline
Sanctuary Advisors, LLC139,578$1.91M0.01%+2,54913F-HRTimeline
Wealth Advisory Solutions, LLC125,664$1.72M0.35%+14,20213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…108,751$1.49M<0.01%-6,66313F-HRTimeline
Field & Main Bank101,976$1.4M0.29%+5,29913F-HR/ATimeline
Prospera Financial Services Inc101,330$1.39M0.02%-5,97913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,503$1.35M<0.01%-4,53013F-HRTimelineGroup
Lord & Richards Wealth Management, LLC90,368$1.24M0.97%+5,99513F-HRTimeline
Magnus Financial Group LLC87,699$1.2M0.09%+1,29413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC80,046$1.1M<0.01%-3,71213F-HRTimelineGroup
D.A. DAVIDSON & CO.78,203$1.07M0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC77,002$1.06M<0.01%+85013F-HRTimeline
Cambridge Investment Research Advisors,…73,420$1.01M<0.01%-13,10313F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…71,217$976K<0.01%-3,00413F-HRTimelineGroup
Cetera Investment Advisers70,858$971K<0.01%+17013F-HRTimeline
MML INVESTORS SERVICES, LLC69,909$958K<0.01%+2,48213F-HRTimeline
Tailwinds Wealth, LLC67,104$920K0.54%+44,86213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…63,482$872K0.05%-1,89613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC61,562$844K<0.01%new13F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC59,866$829K0.3%+8,46213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,633$735K<0.01%-15,06213F-HRTimelineGroup
HighTower Advisors, LLC53,556$734K<0.01%-54513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding50,900$698K+13,885Timeline
CAPTRUST FINANCIAL ADVISORS50,694$695K<0.01%+6,69513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,215$688K<0.01%+10,39913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC42,944$589K<0.01%-41213F-HRTimelineGroup
LJI Wealth Management, LLC41,353$567K0.08%+41813F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA40,845$560K0.13%-120,70113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,025$465K<0.01%+2,53213F-HRTimelineGroup
Walker Asset Management, LLC33,470$459K0.23%-2,95013F-HRTimeline
Beacon Pointe Advisors, LLC28,991$397K<0.01%new13F-HRTimeline
CIM, LLC28,574$392K0.05%+8313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …27,975$384K<0.01%+74913F-HRTimelineGroup
Avory & Company, LLC26,492$363K0.45%+2,81113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…26,350$361K<0.01%013F-HRTimelineGroup
Caprock Group, LLC26,068$357K0.01%013F-HRTimeline
Leading Edge Financial Planning LLC26,014$357K0.06%+3213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,916$355K<0.01%+69813F-HRTimelineGroup
NewEdge Advisors, LLC25,563$350K<0.01%-17813F-HRTimeline
HF Advisory Group, LLC25,438$349K0.11%+1,58913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,258$346K<0.01%+2,60213F-HRTimelineGroup
Accel Wealth Management24,301$333K0.07%-8,46113F-HRTimeline
Capital Investment Advisors, LLC23,888$327K<0.01%-2,29013F-HRTimeline
ProVise Management Group, LLC22,702$311K0.02%013F-HRTimeline
Western Financial Corp/CA22,086$303K0.09%+2,01613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,061$302K<0.01%+84213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,355$293K<0.01%-7,48213F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC20,000$274K0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding19,758$271K+19,061Timeline
AE Wealth Management LLC19,045$261K<0.01%new13F-HRTimeline
Gotham Asset Management, LLC18,490$253K<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,775$244K<0.01%-1,74213F-HRTimelineGroup
Institute for Wealth Management, LLC.17,407$239K0.02%-1,14013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp17,275$237K<0.01%013F-HRTimelineGroup
DEARBORN PARTNERS LLC16,372$224K0.01%-50013F-HR/ATimeline
Joseph P. Lucia & Associates, LLC16,316$224K0.07%-1,53013F-HRTimeline
Novak & Powell Financial Services, Inc.16,277$223K0.11%-7113F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC15,936$218K0.04%-26713F-HRTimeline
City Center Advisors, LLC14,393$197K0.16%+1,76113F-HRTimeline
Abbot Financial Management, Inc.13,861$190K0.07%+1713F-HRTimeline
Advisors Capital Management, LLC13,752$189K<0.01%+20313F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,709$188K0.01%+713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …13,630$187K<0.01%013F-HRTimelineGroup
Keudell/Morrison Wealth Management13,187$181K0.03%-2,09113F-HRTimeline
Rehmann Capital Advisory Group12,772$175K0.01%013F-HRTimeline
LEIGH BALDWIN & CO., LLC12,500$171K0.09%013F-HRTimeline
Sowell Financial Services LLC12,260$168K0.01%new13F-HRTimeline
Fort Sheridan Advisors LLC11,800$162K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,729$161K<0.01%-63013F-HRTimelineGroup
DT Investment Partners, LLC11,450$157K0.01%new13F-HRTimeline
Vise Technologies, Inc.11,387$156K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,366$156K<0.01%-27113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…11,345$156K<0.01%+9313F-HRTimelineGroup
GREENLEAF TRUST11,337$155K<0.01%new13F-HRTimeline
Integrated Advisors Network LLC11,186$153K0.01%-1,04313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC10,025$137K0.1%-1,00013F-HRTimeline
PRIVATE TRUST CO NA8,431$116K0.01%013F-HRTimeline
EP Wealth Advisors, LLC7,792$107K<0.01%new13F-HRTimeline
Arax Advisory Partners7,620$104K<0.01%-1,04513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,371$101K<0.01%+7513F-HRTimelineGroup
Cassaday & Co Wealth Management LLC7,250$99.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC7,215$98.9K<0.01%+38913F-HRTimeline
Integrated Wealth Concepts LLC6,487$88.9K<0.01%new13F-HRTimeline
Avion Wealth6,324$86K0.02%013F-HRTimeline
Boreal Capital Management LLC5,847$80.2K0.06%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC4,000$55K0.05%013F-HRTimeline
Pacific Center for Financial Services3,967$54.4K0.01%013F-HRTimeline
ROGCO, LP3,619$49.6K0.02%013F-HRTimeline
Cornerstone National Bank & Trust Co3,500$48.1K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.3,200$43.9K0.01%+2,20013F-HRTimeline
Buck Wealth Strategies, LLC3,000$41.1K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,942$40.3K0.01%+1,00013F-HRTimeline
Hickory Point Bank & Trust2,500$34.3K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,250$30.8K<0.01%013F-HRTimelineGroup
Register Financial Advisors LLC2,236$30.7K0.01%+3313F-HRTimeline
GAMMA Investing LLC2,160$29.6K<0.01%-2013F-HRTimeline
Waverly Advisors, LLC2,117$29K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,072$28.4K<0.01%+1,92513F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC1,953$26.7K<0.01%13F-HRTimeline
JDM Financial Group LLC1,919$26.3K0.01%+2913F-HRTimeline
Larson Financial Group LLC1,517$20.8K<0.01%-2413F-HRTimeline
NVWM, LLC1,300$17.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,169$16K<0.01%013F-HRTimeline
Park Place Capital Corp1,120$15.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,095$15K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,060$14.5K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,000$13.7K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC954$13.1K<0.01%+7613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC950$13K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.850$11.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC826$11.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.765$10.5K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners739$10.1K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC708$9.71K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC676$9.27K<0.01%13F-HRTimeline
Qube Research & Technologies Ltd600$8.23K<0.01%+50813F-HRTimeline
Triumph Capital Management600$8.23K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC600$8.23K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC500$6.86K<0.01%013F-HRTimeline
Heritage Wealth Advisors484$6.64K<0.01%013F-HRTimeline
Pacifica Partners Inc.447$6.16K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…355$4.87K<0.01%-12,87713F-HRTimelineGroup
Princeton Global Asset Management LLC333$4.57K<0.01%013F-HRTimeline
Allworth Financial LP275$3.77K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC268$3.68K<0.01%+413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS228$3.13K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL150$2.06K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN124$1.7K<0.01%013F-HRTimeline
Westfuller Advisors, LLC103$1.41K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC85$1.17K<0.01%-7513F-HRTimeline
Aptus Capital Advisors, LLC33$452<0.01%-30313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$192<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$21<0.01%013F-HRTimelineGroup