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Disclosery

PGF INVESCO EXCHANGE TRADED FD T

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FINL PFD ETF (fund)

149 managers (150 13F filers) reported a position in PGF shares at 2026-03-31, 10,175,160 shares in all. 16 filers opened a position and 17 filers sold out during the quarter.

Managers
149
13F filers
150
New
16
Added
44
Reduced
45
Sold out
17
Shares held by filers
10,175,160

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY1,540,010$21.2M<0.01%-8,09113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,324,977$18.2M<0.01%+3,43513F-HRTimelineGroup
LPL Financial LLC768,701$10.6M<0.01%-45,65413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/735,903$10.1M<0.01%-48,92313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN617,759$8.5M<0.01%+11,27213F-HR/ATimelineGroup
Investors Research Corp352,719$4.85M0.93%+29,92513F-HRTimeline
Private Advisor Group, LLC335,492$4.62M0.02%-7,38513F-HRTimeline
North Star Investment Management Corp.318,191$4.38M0.27%+50,74913F-HRTimeline
EVOKE WEALTH, LLC301,284$4.15M0.08%-32,79213F-HRTimeline
Signal Advisors Wealth, LLC215,944$2.97M0.2%-28,16113F-HRTimeline
Janney Montgomery Scott LLC179,572$2.47M0.01%-7,67013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC163,690$2.25M<0.01%+33913F-HRTimelineGroup
ROSENBLUM SILVERMAN SUTTON S F INC /CA161,546$2.22M0.58%+6,25613F-HRTimeline
Sterneck Capital Management, LLC143,954$1.98M0.89%+7,92013F-HRTimeline
Sanctuary Advisors, LLC137,029$1.89M0.01%+28,51813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA130,368$1.79M<0.01%+15,20813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…115,414$1.6M<0.01%-10,43613F-HRTimeline
Wealth Advisory Solutions, LLC111,462$1.53M0.34%-12,80013F-HRTimeline
Prospera Financial Services Inc107,309$1.48M0.02%-3,69313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.103,033$1.42M<0.01%+11,59513F-HRTimelineGroup
Field & Main Bank96,677$1.33M0.39%-4,74813F-HRTimeline
Cambridge Investment Research Advisors,…86,523$1.19M<0.01%+1,37813F-HRTimeline
Magnus Financial Group LLC86,405$1.19M0.1%+1,26113F-HRTimeline
Lord & Richards Wealth Management, LLC84,373$1.16M1.02%-6,74213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding83,758$1.15M-3,138Timeline
D.A. DAVIDSON & CO.78,203$1.08M0.01%+3,10213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC76,152$1.05M<0.01%-7,40513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…74,221$1.02M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers70,688$973K<0.01%+6,24913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.68,695$945K0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC67,427$928K<0.01%+5,05213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…65,378$905K0.06%+10,23713F-HRTimeline
HighTower Advisors, LLC54,101$744K<0.01%+30013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC51,404$707K0.31%-10,02113F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS43,999$605K<0.01%-10,91513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC43,356$597K<0.01%-2,79913F-HR/ATimelineGroup
LJI Wealth Management, LLC40,935$563K0.09%-58513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,816$548K<0.01%-38,47113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding37,015$509K+3,698Timeline
Walker Asset Management, LLC36,420$501K0.27%013F-HRTimeline
Accel Wealth Management32,762$451K0.12%-45113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31,493$433K<0.01%-3,21713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,837$397K<0.01%-78,10213F-HRTimelineGroup
CIM, LLC28,491$392K0.06%+96913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …27,226$375K<0.01%+46313F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…26,350$363K0.01%013F-HRTimelineGroup
Capital Investment Advisors, LLC26,178$360K0.01%-28713F-HR/ATimeline
Caprock Group, LLC26,068$359K0.01%013F-HRTimeline
Leading Edge Financial Planning LLC25,982$358K0.08%+2,80213F-HRTimeline
NewEdge Advisors, LLC25,741$354K<0.01%-3913F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,218$347K<0.01%+4113F-HRTimelineGroup
HF Advisory Group, LLC23,849$328K0.11%-13213F-HRTimeline
Avory & Company, LLC23,681$326K0.42%+69613F-HRTimeline
ProVise Management Group, LLC22,702$312K0.02%-1,17513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…22,656$312K<0.01%+8,60813F-HRTimelineGroup
Tailwinds Wealth, LLC22,242$306K0.75%+5,95513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,219$292K<0.01%+72313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,473$282K<0.01%new13F-HRTimelineGroup
Western Financial Corp/CA20,070$276K0.11%-88213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC20,000$275K0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,517$269K0.01%-3,88913F-HRTimelineGroup
Institute for Wealth Management, LLC.18,547$255K0.03%013F-HRTimeline
Gotham Asset Management, LLC18,490$254K<0.01%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC17,846$246K0.09%-1,07013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp17,275$238K<0.01%013F-HRTimelineGroup
DEARBORN PARTNERS LLC16,872$232K0.01%-27513F-HRTimeline
MAI Capital Management16,435$226K<0.01%013F-HRTimeline
Novak & Powell Financial Services, Inc.16,348$225K0.12%+4,55313F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC16,203$223K0.05%013F-HRTimeline
Keudell/Morrison Wealth Management15,278$210K0.04%new13F-HRTimeline
Krilogy Financial LLC13,640$193K0.01%+4813F-HRTimeline
Abbot Financial Management, Inc.13,844$190K0.08%+1713F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,702$189K0.01%-113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …13,630$188K<0.01%new13F-HRTimelineGroup
Advisors Capital Management, LLC13,549$186K<0.01%+19813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,232$182K<0.01%-1,24713F-HRTimelineGroup
Rehmann Capital Advisory Group12,772$176K0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,694$175K0.01%-5,28113F-HRTimelineGroup
City Center Advisors, LLC12,632$174K0.16%+37713F-HRTimeline
LEIGH BALDWIN & CO., LLC12,500$172K0.11%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,359$170K<0.01%-9,30013F-HRTimelineGroup
Integrated Advisors Network LLC12,229$168K0.01%-48,01013F-HRTimeline
RFG Holdings, Inc.12,147$167K0.04%-19,96313F-HRTimeline
Fort Sheridan Advisors LLC11,800$162K0.02%013F-HRTimeline
Essex LLC11,800$162K0.03%-2,00013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,637$160K<0.01%-3,04813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…11,252$155K<0.01%+9113F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC11,025$152K0.12%-1,42513F-HRTimeline
MATAURO, LLC10,481$144K0.02%+15313F-HRTimeline
Arax Advisory Partners8,665$119K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA8,431$116K0.01%-4,18913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,296$100K<0.01%+4013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC7,250$99.8K<0.01%new13F-HRTimeline
Advisory Services Network, LLC6,957$95.7K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC6,826$94.5K<0.01%+613F-HRTimeline
Avion Wealth6,324$87K0.02%013F-HRTimeline
VISION FINANCIAL MARKETS LLC4,000$55K0.05%013F-HRTimeline
Anchor Investment Management, LLC4,000$55K<0.01%013F-HRTimeline
Pacific Center for Financial Services3,967$54.6K0.01%new13F-HRTimeline
BAYBAN3,900$53.7K0.05%013F-HRTimeline
ROGCO, LP3,619$49.8K0.02%013F-HRTimeline
Cornerstone National Bank & Trust Co3,500$48.4K0.02%new13F-HRTimeline
Palouse Capital Management, Inc.2,588$35.6K0.02%013F-HRTimeline
Hickory Point Bank & Trust2,500$34.4K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,250$31K<0.01%013F-HRTimelineGroup
Register Financial Advisors LLC2,203$30.3K0.01%+3213F-HRTimeline
GAMMA Investing LLC2,180$30K<0.01%013F-HRTimeline
Waverly Advisors, LLC2,117$29.1K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,942$26.7K0.01%013F-HRTimeline
JDM Financial Group LLC1,890$26K0.01%+2713F-HRTimeline
Larson Financial Group LLC1,541$21.2K<0.01%+4113F-HRTimeline
NVWM, LLC1,300$17.9K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,169$16.1K<0.01%013F-HRTimeline
Park Place Capital Corp1,120$15.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,095$15.1K<0.01%-2713F-HRTimeline
Bogart Wealth, LLC1,060$14.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,000$13.8K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,000$13.8K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC950$13.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO933$12.8K<0.01%+79713F-HR/ATimelineGroup
SIMPLEX TRADING, LLC878$12.1K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.850$11.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC826$11.4K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.765$10.5K<0.01%-1,42513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…697$9.59K<0.01%+1013F-HRTimelineGroup
Triumph Capital Management600$8.26K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC589$8.1K<0.01%+30513F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC500$6.88K<0.01%013F-HR/ATimeline
N.E.W. Advisory Services LLC500$6.88K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC500$6.88K0.01%013F-HRTimeline
Heritage Wealth Advisors484$6.66K<0.01%013F-HRTimeline
Pacifica Partners Inc.447$6.15K<0.01%013F-HRTimeline
PETERSON WEALTH MANAGEMENT400$5.5K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC336$4.62K<0.01%-9,89813F-HRTimeline
Princeton Global Asset Management LLC333$4.58K<0.01%013F-HRTimeline
Allworth Financial LP275$3.78K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC264$3.64K<0.01%+413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS228$3.14K<0.01%-26213F-HRTimelineGroup
Sound Income Strategies, LLC177$2.45K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC160$2.2K<0.01%-10313F-HRTimeline
BLAIR WILLIAM & CO/IL150$2.06K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC147$2.02K<0.01%+1613F-HRTimelineGroup
WealthShield Partners, LLC145$2K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN124$1.71K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.124$1.7K<0.01%013F-HRTimeline
Westfuller Advisors, LLC103$1.42K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd92$1.27K<0.01%-4713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$193<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$21<0.01%013F-HRTimelineGroup