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Disclosery

PGF INVESCO EXCHANGE TRADED FD T

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FINL PFD ETF (fund)

157 managers (159 13F filers) reported a position in PGF shares at 2025-06-30, 10,410,557 shares in all. 12 filers opened a position and 17 filers sold out during the quarter.

Managers
157
13F filers
159
New
12
Added
50
Reduced
51
Sold out
17
Shares held by filers
10,410,557

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY1,707,295$24.1M<0.01%-147,35113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,111,940$15.7M<0.01%+470,39613F-HRTimelineGroup
LPL Financial LLC975,225$13.8M<0.01%-266,59013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN820,396$11.6M<0.01%-2,32113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/676,150$9.54M<0.01%+65,30913F-HRTimelineGroup
Private Advisor Group, LLC370,136$5.22M0.03%-76,63213F-HRTimeline
EVOKE WEALTH, LLC318,111$4.49M0.11%+17,20813F-HRTimeline
North Star Investment Management Corp.286,523$4.04M0.28%-3,52813F-HRTimeline
Investors Research Corp275,264$3.88M0.76%+29,47513F-HRTimeline
Signal Advisors Wealth, LLC177,919$2.51M0.2%+75,55813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA159,796$2.25M<0.01%+19,21213F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP148,560$2.1M<0.01%+10913F-HRTimelineGroup
Wealth Advisory Solutions, LLC127,078$1.79M0.45%+2,11413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC123,594$1.74M<0.01%-31,57413F-HRTimelineGroup
Sterneck Capital Management, LLC120,520$1.7M0.86%-21313F-HRTimeline
Field & Main Bank106,852$1.51M0.49%-31013F-HRTimeline
Sanctuary Advisors, LLC102,527$1.45M0.01%+13,98913F-HRTimeline
Prospera Financial Services Inc101,268$1.43M0.03%-90213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC92,725$1.31M<0.01%+1,23713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.88,414$1.25M<0.01%+9,82113F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…83,919$1.18M<0.01%-5,53713F-HRTimeline
Lord & Richards Wealth Management, LLC83,216$1.17M1.23%+46,63613F-HRTimeline
Magnus Financial Group LLC82,509$1.16M0.1%+1,26313F-HRTimeline
Integrated Advisors Network LLC81,734$1.15M0.05%-83,83913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…78,246$1.1M<0.01%+28,28713F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…77,042$1.09M0.09%+6,60413F-HRTimeline
D.A. DAVIDSON & CO.76,101$1.07M0.01%-1,52913F-HRTimeline
HighTower Advisors, LLC72,147$1.02M<0.01%+15113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC67,225$949K<0.01%+14,51713F-HRTimelineGroup
Freedom Investment Management, Inc.65,640$926K0.07%-1,23613F-HRTimeline
MML INVESTORS SERVICES, LLC61,724$871K<0.01%-14,31113F-HRTimeline
RFG Holdings, Inc.61,231$864K0.25%-30,96413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC58,141$823K0.41%+19,54213F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA57,850$816K0.2%+6,93013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS54,914$775K<0.01%-33313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,779$755K<0.01%+4,85813F-HRTimeline
Accel Wealth Management52,637$743K0.25%-31913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC52,277$738K<0.01%-9,79113F-HRTimelineGroup
Cetera Investment Advisers49,445$698K<0.01%-3,58713F-HRTimeline
Sowell Financial Services LLC49,229$695K0.03%+4813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding45,199$638K+889Timeline
Cushing Capital Partners, LLC43,862$619K0.52%+3,27613F-HRTimeline
LJI Wealth Management, LLC40,371$570K0.1%-2,34913F-HRTimeline
Walker Asset Management, LLC40,170$567K0.33%-1,09013F-HRTimeline
Avory & Company, LLC30,990$437K0.27%-10,08913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,904$435K<0.01%+20713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …29,994$423K0.01%+2513F-HRTimelineGroup
CIM, LLC29,181$412K0.06%013F-HRTimeline
Capital Investment Advisors, LLC28,894$408K0.01%-1,27913F-HR/ATimeline
Janney Montgomery Scott LLC28,333$400K<0.01%-21213F-HRTimeline
MGB Wealth Management, LLC27,764$392K0.13%013F-HRTimeline
COMERICA BANK27,096$382K<0.01%-3,14913F-HRTimeline
NewEdge Advisors, LLC26,979$381K<0.01%+5,57413F-HRTimeline
ProVise Management Group, LLC25,042$353K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,812$332K<0.01%-7,19413F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,860$323K<0.01%+9713F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.22,350$315K0.02%-1,52313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,259$314K<0.01%-2,34013F-HRTimelineGroup
MAI Capital Management21,962$310K<0.01%-1,08613F-HRTimeline
Western Financial Corp/CA21,960$310K0.17%-113F-HRTimeline
HF Advisory Group, LLC21,079$297K0.12%+93813F-HRTimeline
Joseph P. Lucia & Associates, LLC20,276$286K0.12%+21613F-HRTimeline
Essex LLC20,200$285K0.06%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC20,000$282K0.01%+10,00013F-HRTimelineGroup
Institute for Wealth Management, LLC.18,847$266K0.03%-35313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…17,950$253K<0.01%-3,15313F-HRTimelineGroup
DEARBORN PARTNERS LLC17,647$249K0.01%-73013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp17,275$244K<0.01%013F-HRTimelineGroup
Rehmann Capital Advisory Group16,838$238K0.01%+4,01813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,522$233K<0.01%new13F-HR/ATimelineGroup
MCRAE CAPITAL MANAGEMENT INC16,203$229K0.05%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,366$217K<0.01%-2,53713F-HRTimelineGroup
NorthCoast Asset Management LLC15,350$217K<0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,638$207K0.01%+60713F-HRTimeline
Leading Edge Financial Planning LLC14,572$206K0.06%-2,22413F-HRTimeline
WEDBUSH SECURITIES INC13,827$195K0.01%-8,72413F-HRTimeline
Abbot Financial Management, Inc.13,792$195K0.09%+1713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,758$194K<0.01%-8,10213F-HRTimelineGroup
Fiduciary Alliance LLC13,267$187K0.01%-7,90013F-HRTimeline
Novak & Powell Financial Services, Inc.12,974$183K0.13%-32513F-HRTimeline
Advisors Capital Management, LLC12,938$183K<0.01%+19813F-HRTimeline
Valley Brook Capital Group, Inc.12,600$178K0.13%013F-HRTimeline
Symphony Financial Services, Inc.11,896$168K0.1%-2,51213F-HRTimeline
Fort Sheridan Advisors LLC11,800$166K0.02%-2,50013F-HRTimeline
Farther Finance Advisors, LLC11,685$165K<0.01%+19613F-HRTimeline
PRIVATE TRUST CO NA11,330$160K0.02%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,971$155K<0.01%-1,23413F-HRTimelineGroup
MSH Capital Advisors LLC10,566$149K0.04%-29513F-HRTimeline
Arkadios Wealth Advisors10,356$146K<0.01%new13F-HRTimeline
Premier Path Wealth Partners, LLC10,245$145K0.02%013F-HRTimeline
Triangle Securities Wealth Management10,147$143K0.04%-53413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
City Center Advisors, LLC10,052$142K0.15%new13F-HRTimeline
MATAURO, LLC10,008$141K0.03%new13F-HRTimeline
Financial Insights, Inc.10,000$141K0.05%013F-HRTimeline
Avion Wealth9,063$127K0.03%new13F-HR/ATimeline
Running Point Capital Advisors, LLC8,506$120K0.03%+75013F-HRTimeline
Aptus Capital Advisors, LLC8,194$116K<0.01%+2,64013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,873$111K<0.01%013F-HR/ATimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding6,613$93.3K+5,958Timeline
Boreal Capital Management LLC5,846$82.5K0.07%13F-HRTimeline
Arax Advisory Partners5,185$73.2K<0.01%-40013F-HRTimeline
Friedenthal Financial5,120$72.2K0.04%+7813F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC5,000$70.5K0.08%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,260$60.1K<0.01%-1,43813F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC4,000$56.4K0.05%013F-HRTimeline
Anchor Investment Management, LLC4,000$56.4K<0.01%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC3,900$55K<0.01%013F-HRTimelineGroup
ROGCO, LP3,619$51.1K0.02%+2,15813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,881$40.7K<0.01%+26013F-HRTimeline
MOTCO2,700$38.5K<0.01%new13F-HRTimeline
Palouse Capital Management, Inc.2,588$36.5K0.02%013F-HRTimeline
NVWM, LLC2,431$34.3K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,415$34.1K<0.01%013F-HRTimeline
AE Wealth Management LLC2,350$33.2K<0.01%-7213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,250$31.7K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC2,180$30.8K<0.01%013F-HRTimeline
Promus Capital, LLC2,117$29.9K0.02%013F-HR/ATimeline
Register Financial Advisors LLC2,104$29.7K0.01%+3213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,942$27.4K0.01%013F-HRTimeline
JDM Financial Group LLC1,805$25.5K0.01%+2713F-HRTimeline
Kessler Investment Group, LLC1,508$21.3K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,350$19K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,169$16.5K<0.01%013F-HRTimeline
Park Place Capital Corp1,120$15.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,122$15.8K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,060$15K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA1,000$14.1K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,000$14.1K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC950$13.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.850$11K<0.01%+12013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners695$9.81K<0.01%+1113F-HRTimelineGroup
SIMPLEX TRADING, LLC633$8K<0.01%+30013F-HRTimeline
Capital Investment Advisory Services, L…562$7.93K<0.01%+913F-HRTimeline
AlphaCore Capital LLC500$7.05K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC500$7.05K<0.01%013F-HRTimeline
Heritage Wealth Advisors484$6.83K<0.01%013F-HRTimeline
Pacifica Partners Inc.447$6.29K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd439$6.19K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…325$4.58K<0.01%013F-HRTimeline
Global Retirement Partners, LLC300$4.23K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC276$4K<0.01%-74513F-HRTimelineGroup
Allworth Financial LP275$3.88K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC272$3.84K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC252$3.56K<0.01%+413F-HRTimeline
Costello Asset Management, INC252$3.56K<0.01%+413F-HRTimeline
Sound Income Strategies, LLC178$2.51K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC160$2.26K<0.01%+5813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL150$2.12K<0.01%-1,20013F-HRTimeline
Geneos Wealth Management Inc.150$2.12K<0.01%013F-HRTimeline
WealthShield Partners, LLC145$2.05K<0.01%-1,16413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN124$1.75K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…65$917<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC25$352<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$198<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6$85<0.01%-3713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$14<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.