PGF

Invesco Financial PreferredETF$13.18 0.30%
UnclassifiedCUSIP 46137V621· EOD Sep 11, 2026

Among active 13F managers last quarter, 6 opened and 15 added, while 12 reduced; the largest holder to move was Sterneck Capital Management, LLC (+6.8%).

Tracked 13F holders
137
88 in Q2 2026 filings
13F value (tracked)
$126.7M
13F moves · latest Q
21 added
12 reduced

Price & smart-money activity

$13.18 0.30%5Y -31.0%
$12.71$14.42$16.14$17.86$19.5720212022202320242025202623152122183017282019202319191719171517191420181424103025262127203124273528221822
Hover for who · click for detailEnd-of-day closing prices52w $13.14 – $14.94

Who owns PGF?

137 tracked 13F filers · ranked by shares held

137 tracked 13F filers disclose a position in PGF as of the latest SEC 13F filings, a combined $126.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Morgan Stanley1.5M
$21.2M
−0.5%
Reduced · −8K sh
Q1 2026
2UBS Group AG1.3M
$18.2M
+0.3%
Added · +3K sh
Q1 2026
3LPL Financial LLC769K
$10.6M
−5.6%
Reduced · −46K sh
Q1 2026
4Bank Of America Corp736K
$10.1M
−6.2%
Reduced · −49K sh
Q1 2026
5Wells Fargo & Company618K
$8.5M
+1.9%
Added · +11K sh
Q1 2026
6Private Advisor Group, LLC319K
$4.4M
−4.9%
Reduced · −16K sh
Q2 2026
7MAI Capital Management313K
$4.3M
19×
Added · +297K sh
Q2 2026
8Signal Advisors Wealth, LLC303K
$4.1M
+40%
Added · +87K sh
Q2 2026
9Raymond James Financial Inc164K
$2.3M
+0.2%
Added · +339 sh
Q1 2026
10Sterneck Capital Management, LLC154K
$2.1M
+6.8%
Added · +10K sh
Q2 2026
11Sanctuary Advisors, LLC140K
$1.9M
+1.9%
Added · +3K sh
Q2 2026
12Royal Bank Of Canada130K
$1.8M
+13%
Added · +15K sh
Q1 2026
13Wealth Advisory Solutions, LLC126K
$1.7M
+13%
Added · +14K sh
Q2 2026
14Wealth Enhancement Advisory Services, LLC109K
$1.5M
−5.8%
Reduced · −7K sh
Q2 2026
15Osaic Holdings, Inc.103K
$1.4M
+13%
Added · +12K sh
Q1 2026
16Field & Main Bank102K
$1.4M
+5.5%
Added · +5K sh
Q2 2026
17Prospera Financial Services Inc101K
$1.4M
−5.6%
Reduced · −6K sh
Q2 2026
18Lord & Richards Wealth Management, LLC90K
$1.2M
+7.1%
Added · +6K sh
Q2 2026
19Magnus Financial Group LLC88K
$1.2M
+1.5%
Added · +1K sh
Q2 2026
20Envestnet Asset Management Inc84K
$1.2M
+86%
Added · +39K sh
Q1 2026
21D.A. Davidson & Co.78K
$1.1M
Held
Q2 2026
22Commonwealth Equity Services, LLC76K
$1.0M
−8.9%
Reduced · −7K sh
Q1 2026
23Fifth Third Bancorp74K
$1.0M
New
+74K sh
Q1 2026
24Cetera Investment Advisers71K
$973K
+9.7%
Added · +6K sh
Q1 2026
25MML Investors Services, LLC70K
$958K
+3.7%
Added · +2K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PGF being bought or sold by institutions?

Last quarter, 6 funds opened a new position in PGF and 15 added to an existing one, while 12 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
15
added to an existing position
Reduced
12
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own PGF also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT72 funds$14.7B
JPMorgan Chase & CoJPM72 funds$4.9B
Apple IncAAPL71 funds$18.9B
Alphabet Inc-CL AGOOGL71 funds$10.0B
Nvidia CorpNVDA70 funds$19.6B
Amazon.com IncAMZN70 funds$11.4B
Alphabet Inc-CL CGOOG70 funds$7.4B
Meta Platforms Inc-Class AMETA70 funds$5.1B
Eli Lilly & CoLLY70 funds$5.0B
Berkshire Hathaway Inc-CL BBRK/B70 funds$3.5B
SS SPDR S&P 500 ETF Trust-USSPY69 funds$12.7B
Broadcom IncAVGO69 funds$7.8B

Ranked by how many of PGF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PGF.

Institutional ownership over time

88 tracked filers in Q2 2026 filingsstill filing
069137Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $37.2M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in PGF

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PGF/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PGF.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PGF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.