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Disclosery

PGF INVESCO EXCHANGE TRADED FD T

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FINL PFD ETF (fund)

155 managers (157 13F filers) reported a position in PGF shares at 2025-12-31, 10,504,941 shares in all. 15 filers opened a position and 21 filers sold out during the quarter.

Managers
155
13F filers
157
New
15
Added
44
Reduced
51
Sold out
21
Shares held by filers
10,504,941

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY1,548,101$21.9M<0.01%-115,75913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,321,542$18.7M<0.01%-79,96213F-HRTimelineGroup
LPL Financial LLC814,355$11.5M<0.01%-40,39913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/784,826$11.1M<0.01%+44,58613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN606,487$8.58M<0.01%-149,36313F-HRTimelineGroup
Private Advisor Group, LLC342,877$4.85M0.02%+3,85213F-HRTimeline
EVOKE WEALTH, LLC334,076$4.72M0.09%+15,75213F-HRTimeline
Investors Research Corp322,794$4.56M0.84%+25,71013F-HRTimeline
North Star Investment Management Corp.267,442$3.78M0.24%-9,02013F-HRTimeline
Signal Advisors Wealth, LLC244,105$3.45M0.27%+30,01613F-HRTimeline
Janney Montgomery Scott LLC187,242$2.65M0.01%+3813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC163,351$2.31M<0.01%+43,74313F-HRTimelineGroup
ROSENBLUM SILVERMAN SUTTON S F INC /CA155,290$2.2M0.51%+82,02513F-HRTimeline
Sterneck Capital Management, LLC136,034$1.92M0.87%+9,07513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…125,850$1.79M<0.01%+34,19113F-HRTimeline
Wealth Advisory Solutions, LLC124,262$1.76M0.41%-3,27613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA115,160$1.63M<0.01%-7,04313F-HRTimelineGroup
Prospera Financial Services Inc111,002$1.57M0.03%-6,56113F-HRTimeline
Sanctuary Advisors, LLC108,511$1.53M0.01%-5,28313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP106,939$1.51M<0.01%-2,91513F-HRTimelineGroup
Field & Main Bank101,425$1.43M0.41%-6,58313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.91,438$1.29M<0.01%+2,30713F-HRTimelineGroup
Lord & Richards Wealth Management, LLC91,115$1.29M1.11%+4,62013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding86,896$1.23M+13,338Timeline
Cambridge Investment Research Advisors,…85,145$1.2M<0.01%+4,94213F-HRTimeline
Magnus Financial Group LLC85,144$1.2M0.09%+1,34113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC83,557$1.18M<0.01%-6,58213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…78,287$1.11M<0.01%+41,32113F-HRTimelineGroup
D.A. DAVIDSON & CO.75,101$1.06M0.01%013F-HRTimeline
COMERICA BANK70,907$1M<0.01%-7,54913F-HRTimeline
&PARTNERS65,323$924K<0.01%new13F-HRTimeline
Cetera Investment Advisers64,439$911K<0.01%-7,88813F-HRTimeline
MML INVESTORS SERVICES, LLC62,375$882K<0.01%-40013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC61,425$870K0.4%+6,78713F-HRTimeline
Integrated Advisors Network LLC60,239$852K0.04%-19,64913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…55,141$780K0.05%-20,40113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS54,914$776K<0.01%013F-HRTimeline
HighTower Advisors, LLC53,801$761K<0.01%-18,29013F-HRTimeline
Cushing Capital Partners, LLC49,461$699K0.52%-80013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC46,155$653K<0.01%-14,01913F-HRTimelineGroup
LJI Wealth Management, LLC41,520$587K0.09%+58413F-HRTimeline
Walker Asset Management, LLC36,420$515K0.28%-2,25013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,710$491K<0.01%-31913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding33,317$471K-5,785Timeline
Accel Wealth Management33,213$470K0.13%-5,84213F-HRTimeline
RFG Holdings, Inc.32,110$454K0.11%-9,11613F-HRTimeline
HRT FINANCIAL LP28,704$405K<0.01%+11,61913F-HRTimeline
MGB Wealth Management, LLC27,577$390K0.11%+5713F-HRTimeline
CIM, LLC27,522$389K0.05%-1,09513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,763$378K0.01%+2,21413F-HRTimelineGroup
Capital Investment Advisors, LLC26,465$374K0.01%-2,43113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…26,350$373K<0.01%013F-HRTimelineGroup
Caprock Group, LLC26,068$369K0.01%-15013F-HRTimeline
NewEdge Advisors, LLC25,780$365K<0.01%-11,96013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,177$356K<0.01%+1,54013F-HRTimelineGroup
HF Advisory Group, LLC23,981$339K0.12%+1,79613F-HR/ATimeline
ProVise Management Group, LLC23,877$338K0.02%-81513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,406$331K0.01%-7,93813F-HRTimelineGroup
Leading Edge Financial Planning LLC23,180$328K0.07%-1,64113F-HRTimeline
Avory & Company, LLC22,985$325K0.21%-8,01613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,659$306K<0.01%013F-HRTimelineGroup
Western Financial Corp/CA20,952$296K0.12%-2513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,496$290K<0.01%+5513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC20,000$283K0.01%013F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC18,916$267K0.1%-1,36013F-HRTimeline
Institute for Wealth Management, LLC.18,547$262K0.03%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.17,975$254K0.01%new13F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp17,275$244K<0.01%013F-HRTimelineGroup
DEARBORN PARTNERS LLC17,147$242K0.01%-12513F-HRTimeline
MAI Capital Management16,435$232K<0.01%-1,65013F-HRTimeline
Tailwinds Wealth, LLC16,287$230K0.25%13F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC16,203$229K0.05%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,685$208K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,479$205K<0.01%+1,33413F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,048$199K<0.01%new13F-HRTimelineGroup
Krilogy Financial LLC13,592$196K0.01%+8313F-HRTimeline
Abbot Financial Management, Inc.13,827$196K0.08%+1813F-HRTimeline
Essex LLC13,800$195K0.03%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,703$194K0.01%-19213F-HRTimeline
Advisors Capital Management, LLC13,351$189K<0.01%+21013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,078$185K<0.01%-1,13613F-HRTimelineGroup
PRIVATE TRUST CO NA12,620$178K0.02%+1,29013F-HRTimeline
LEIGH BALDWIN & CO., LLC12,500$177K0.12%-70013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC12,450$176K0.14%13F-HRTimeline
City Center Advisors, LLC12,255$173K0.16%+1,55613F-HRTimeline
Fort Sheridan Advisors LLC11,800$167K0.02%013F-HRTimeline
Novak & Powell Financial Services, Inc.11,795$167K0.09%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,161$158K<0.01%+9713F-HRTimelineGroup
MSH Capital Advisors LLC10,583$150K0.03%+1013F-HRTimeline
MATAURO, LLC10,328$146K0.02%+16313F-HRTimeline
Aptus Capital Advisors, LLC10,234$145K<0.01%+1,64913F-HRTimeline
Symphony Financial Services, Inc.10,184$144K0.07%-22113F-HRTimeline
Arax Advisory Partners8,665$123K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,256$103K<0.01%-1,92213F-HR/ATimelineGroup
Motiv8 Investments LLC7,000$99K0.05%new13F-HRTimeline
Farther Finance Advisors, LLC6,820$96.4K<0.01%+14513F-HRTimeline
Avion Wealth6,324$89K0.02%-2,73913F-HRTimeline
Boreal Capital Management LLC5,847$82.7K0.06%013F-HRTimeline
Friedenthal Financial5,343$75.6K0.04%+22213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,373$61.8K<0.01%013F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC4,000$56.6K0.06%013F-HRTimeline
Anchor Investment Management, LLC4,000$56.6K<0.01%013F-HRTimeline
BAYBAN3,900$55.1K0.05%13F-HRTimeline
ROGCO, LP3,619$51.2K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,811$39.8K<0.01%new13F-HRTimeline
Palouse Capital Management, Inc.2,588$36.6K0.02%013F-HRTimeline
AE Wealth Management LLC2,350$33.2K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,250$31.8K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,190$31K<0.01%013F-HRTimeline
GAMMA Investing LLC2,180$30.8K<0.01%013F-HRTimeline
Register Financial Advisors LLC2,171$30.7K0.01%+3413F-HRTimeline
Waverly Advisors, LLC2,117$29.9K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,942$27.5K0.01%013F-HRTimeline
JDM Financial Group LLC1,863$26.3K0.01%+3013F-HRTimeline
Larson Financial Group LLC1,500$21.2K<0.01%new13F-HRTimeline
NVWM, LLC1,300$18.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,169$16.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,122$15.9K<0.01%013F-HRTimeline
Park Place Capital Corp1,120$15.8K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,060$15K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,000$14.1K<0.01%-7113F-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$12K<0.01%013F-HRTimeline
Empirical Asset Management, LLC11,952$12K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners717$10.1K<0.01%+1113F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding687$9.71K-18,263Timeline
Triumph Capital Management600$8.48K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC500$7.07K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC500$7.07K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.517$7K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS490$6.93K<0.01%new13F-HRTimelineGroup
Heritage Wealth Advisors484$6.84K<0.01%013F-HRTimeline
Pacifica Partners Inc.447$6.39K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC333$4.71K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC300$4.24K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC284$4K<0.01%+413F-HRTimelineGroup
Allworth Financial LP275$3.89K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC263$3.72K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC260$3.68K<0.01%+413F-HRTimeline
Costello Asset Management, INC260$3.68K<0.01%+413F-HRTimeline
Sound Income Strategies, LLC177$2.54K<0.01%-113F-HRTimeline
BLAIR WILLIAM & CO/IL150$2.12K<0.01%013F-HRTimeline
WealthShield Partners, LLC145$2.05K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd139$1.97K<0.01%-30013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO136$1.92K<0.01%-1,47013F-HRTimelineGroup
FMR LLCin group FMR LLC131$1.85K<0.01%-2613F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN124$1.75K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.124$1.75K<0.01%13F-HRTimeline
Westfuller Advisors, LLC103$1.46K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…68$962<0.01%+1513F-HRTimelineGroup
Running Point Capital Advisors, LLC54$764<0.01%-8,45813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$198<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$21<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$15<0.01%013F-HRTimelineGroup