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Disclosery

PGF INVESCO EXCHANGE TRADED FD T

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FINL PFD ETF (fund)

162 managers (163 13F filers) reported a position in PGF shares at 2025-03-31, 10,433,378 shares in all. 16 filers opened a position and 24 filers sold out during the quarter.

Managers
162
13F filers
163
New
16
Added
50
Reduced
50
Sold out
24
Shares held by filers
10,433,378

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,854,646$26.5M<0.01%-15,12513F-HRTimelineGroup
LPL Financial LLC1,241,815$17.7M0.01%+50,07713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN822,717$11.7M<0.01%+35,90413F-HRTimelineGroup
UBS Group AGin group UBS Group AG641,544$9.16M<0.01%+5,65513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/610,841$8.72M<0.01%-441,07413F-HRTimelineGroup
Private Advisor Group, LLC446,768$6.38M0.04%-13,85213F-HRTimeline
EVOKE WEALTH, LLC300,903$4.3M0.11%-3,80013F-HRTimeline
North Star Investment Management Corp.290,051$4.14M0.3%-7,95113F-HRTimeline
Investors Research Corp245,789$3.51M0.76%+37,87913F-HRTimeline
Integrated Advisors Network LLC165,573$2.36M0.12%+7,23313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC155,168$2.22M<0.01%+40,01413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP148,451$2.12M<0.01%-17,55613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA140,584$2.01M<0.01%+2,46013F-HR/ATimelineGroup
Wealth Advisory Solutions, LLC124,964$1.78M0.47%new13F-HRTimeline
Sterneck Capital Management, LLC120,733$1.72M0.93%+3,56013F-HRTimeline
Field & Main Bank107,162$1.53M0.54%+14,34113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC106,613$1.52M<0.01%+26,45713F-HR/ATimelineGroup
Signal Advisors Wealth, LLC102,361$1.46M0.14%new13F-HRTimeline
Prospera Financial Services Inc102,170$1.46M0.03%-1,55413F-HRTimeline
RFG Holdings, Inc.92,195$1.32M0.43%-10,18813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC91,488$1.31M<0.01%+6,38413F-HRTimeline
Cambridge Investment Research Advisors,…89,456$1.28M<0.01%-15,57313F-HRTimeline
Sanctuary Advisors, LLC88,538$1.26M0.01%+2,83813F-HRTimeline
Magnus Financial Group LLC81,246$1.16M0.11%+1,21113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.78,593$1.12M<0.01%-65,08613F-HRTimelineGroup
D.A. DAVIDSON & CO.77,630$1.11M0.01%+4,89213F-HRTimeline
MML INVESTORS SERVICES, LLC76,035$1.09M<0.01%+6,43713F-HRTimeline
HighTower Advisors, LLC71,996$1.03M<0.01%-43913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…70,438$1.01M0.09%+23,40313F-HRTimeline
Freedom Investment Management, Inc.66,876$955K0.08%+24613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,068$886K<0.01%+5,92413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS55,247$789K<0.01%-60813F-HRTimeline
Cetera Investment Advisers53,032$757K<0.01%-57113F-HRTimeline
Accel Wealth Management52,956$756K0.27%-5,13113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC52,708$753K<0.01%-32,32513F-HRTimelineGroup
ROSENBLUM SILVERMAN SUTTON S F INC /CA50,920$727K0.2%+13,69013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,959$713K<0.01%-32,38113F-HRTimelineGroup
Sowell Financial Services LLC49,181$702K0.03%+7,54513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…47,921$684K<0.01%+6,76413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding44,310$633K-6,351Timeline
LJI Wealth Management, LLC42,720$610K0.12%-61713F-HRTimeline
Walker Asset Management, LLC41,260$589K0.36%013F-HRTimeline
Avory & Company, LLC41,079$587K0.39%-1,97613F-HRTimeline
Cushing Capital Partners, LLC40,586$580K0.52%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC38,599$551K0.32%new13F-HRTimeline
Lord & Richards Wealth Management, LLC36,580$522K0.59%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,006$443K<0.01%-29913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,697$441K<0.01%+4,09813F-HR/ATimelineGroup
COMERICA BANK30,245$432K<0.01%-1,82513F-HRTimeline
Capital Investment Advisors, LLC30,173$431K0.01%-2,08813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …29,969$428K0.01%-39013F-HRTimelineGroup
CIM, LLC29,181$417K0.06%-221,32913F-HRTimeline
Janney Montgomery Scott LLC28,545$408K<0.01%+85113F-HRTimeline
MGB Wealth Management, LLC27,764$396K0.14%-7113F-HRTimeline
Caprock Group, LLC26,218$374K0.01%013F-HRTimeline
ProVise Management Group, LLC25,042$358K0.03%-1,00013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/24,599$351K<0.01%-3,24113F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.23,873$341K0.01%new13F-HRTimeline
MAI Capital Management23,048$329K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,763$325K<0.01%+5013F-HRTimelineGroup
WEDBUSH SECURITIES INC22,551$322K0.01%+6813F-HRTimeline
Western Financial Corp/CA21,961$314K0.18%+17413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC21,860$312K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC21,405$306K<0.01%-8,67613F-HRTimeline
Fiduciary Alliance LLC21,167$302K0.03%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…21,103$301K0.01%-1,95313F-HRTimelineGroup
Essex LLC20,200$288K0.06%013F-HRTimeline
HF Advisory Group, LLC20,141$288K0.13%+99213F-HRTimeline
Joseph P. Lucia & Associates, LLC20,060$286K0.13%+1,25013F-HRTimeline
Institute for Wealth Management, LLC.19,200$274K0.04%-10013F-HRTimeline
SFI Advisors, LLC18,514$264K0.2%013F-HRTimeline
DEARBORN PARTNERS LLC18,377$262K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,903$256K<0.01%+4,01713F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp17,275$247K<0.01%013F-HRTimelineGroup
Leading Edge Financial Planning LLC16,796$240K0.07%013F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC16,203$231K0.05%013F-HRTimeline
WOLVERINE TRADING, LLC15,123$217K0.01%+2,26713F-HRTimeline
Symphony Financial Services, Inc.14,408$206K0.13%-1,02513F-HRTimeline
Fort Sheridan Advisors LLC14,300$204K0.03%-3,70013F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,031$200K0.01%+8113F-HRTimeline
Abbot Financial Management, Inc.13,775$197K0.1%-1,98413F-HRTimeline
Novak & Powell Financial Services, Inc.13,299$190K0.12%+6713F-HRTimeline
Rehmann Capital Advisory Group12,820$183K0.01%-3,39413F-HRTimeline
Advisors Capital Management, LLC12,740$182K<0.01%+19013F-HRTimeline
Mariner, LLCin group Mariner, LLC12,687$181K<0.01%+8113F-HRTimelineGroup
Valley Brook Capital Group, Inc.12,600$180K0.14%013F-HRTimeline
APPLETON PARTNERS INC/MA12,226$175K0.01%-65013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,205$174K<0.01%+8713F-HRTimelineGroup
ROCKLAND TRUST CO11,695$167K0.01%013F-HRTimeline
Farther Finance Advisors, LLC11,489$164K<0.01%+6,80713F-HRTimeline
PRIVATE TRUST CO NA11,330$162K0.02%+10,04013F-HRTimeline
MSH Capital Advisors LLC10,861$155K0.05%+513F-HRTimeline
Triangle Securities Wealth Management10,681$153K0.04%-1,35013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Empirical Financial Services, LLC d.b.a…10,487$150K<0.01%new13F-HRTimeline
Premier Path Wealth Partners, LLC10,245$146K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,000$143K<0.01%013F-HRTimelineGroup
Financial Insights, Inc.10,000$143K0.06%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,873$112K<0.01%013F-HRTimelineGroup
Running Point Capital Advisors, LLC7,756$111K0.04%-2,45113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,698$82.9K<0.01%+10013F-HRTimelineGroup
Arax Advisory Partners5,585$79.8K0.01%+4,79513F-HRTimeline
Aptus Capital Advisors, LLC5,554$79.3K<0.01%+4,73713F-HRTimeline
Friedenthal Financial5,042$72K0.04%+24913F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC5,000$71.4K0.08%new13F-HRTimeline
IFP Advisors, Inc4,031$57.6K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC4,000$57.1K0.06%013F-HRTimeline
Anchor Investment Management, LLC4,000$57.1K0.01%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC3,900$55.7K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC2,621$37.4K<0.01%new13F-HRTimeline
Palouse Capital Management, Inc.2,588$37K0.03%013F-HRTimeline
AE Wealth Management LLC2,422$34.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,415$34.5K<0.01%-40113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,250$32.1K<0.01%+15013F-HRTimelineGroup
GAMMA Investing LLC2,180$31.1K<0.01%013F-HR/ATimeline
McClarren Financial Advisors, Inc.14$31K0.02%-2,13513F-HRTimeline
Promus Capital, LLC2,117$30.2K0.02%013F-HR/ATimeline
Register Financial Advisors LLC2,072$29.6K0.02%+3113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,942$27.7K0.01%013F-HRTimeline
JDM Financial Group LLC1,778$25.4K0.01%+2713F-HRTimeline
Kessler Investment Group, LLC1,508$21.5K0.01%013F-HRTimeline
ROGCO, LP1,461$20.9K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,350$19.3K<0.01%+1,20013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,350$19.3K0.01%-4,35013F-HRTimeline
WealthShield Partners, LLC1,309$18.7K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,169$16.7K<0.01%+6913F-HRTimeline
Steward Partners Investment Advisory, L…1,122$16K<0.01%-213F-HRTimeline
Park Place Capital Corp1,120$16K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,060$15.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,021$15K<0.01%-9213F-HRTimelineGroup
WASHINGTON TRUST Co1,000$14.3K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,000$14.3K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC950$13.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.730$10K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners684$9.77K<0.01%-78513F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…655$9.36K<0.01%+1013F-HRTimelineGroup
Capital Investment Advisory Services, L…553$7.9K<0.01%+813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…540$7.71K<0.01%new13F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC500$7.14K<0.01%013F-HRTimeline
AlphaCore Capital LLC500$7.14K<0.01%new13F-HRTimeline
Independence Bank of Kentucky500$7.14K<0.01%-45013F-HRTimeline
Wealth Preservation Advisors, LLC500$7.14K0.01%13F-HRTimeline
Heritage Wealth Advisors484$6.91K<0.01%013F-HRTimeline
Pacifica Partners Inc.447$6.33K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd439$6.27K<0.01%013F-HRTimeline
SIGNATUREFD, LLC341$4.87K<0.01%-85513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…325$4.64K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC333$4K<0.01%new13F-HRTimeline
Capital Investment Counsel, Inc275$3.93K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC272$3.88K<0.01%013F-HRTimeline
Allworth Financial LP275$3.88K<0.01%-2,66113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC248$3.55K<0.01%+313F-HRTimeline
Costello Asset Management, INC248$3.54K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management200$2.86K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC178$2.54K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.150$2.14K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management137$1.96K<0.01%13F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN124$1.77K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC102$1.46K<0.01%-1,24113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO43$614<0.01%-974,98413F-HRTimelineGroup
Dunhill Financial, LLC25$357<0.01%-1,98413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$14<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,03713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.