PGF

Invesco Financial PreferredETF$13.54 0.22%
UnclassifiedUSCUSIP 46137V621· EOD Jul 24, 2026◍ Confluence graph
Tracked 13F Holders
117
-77 QoQ
13F Value (tracked)
$115.2M
13F Moves · latest Q
23 added
11 trimmed
Recent Filings
0

Price & smart-money activity

$13.54 0.22%5Y -29.2%
$12.76$14.49$16.23$17.96$19.692021202220232024202520262215202217301727191920221918171817151718141918142410262324172418262122312119911
Hover for who · click for detailEnd-of-day closing prices52w $13.51 – $14.94

Who owns PGF?

117 tracked 13F filers

117 tracked 13F filers disclose a position in PGF as of the latest SEC 13F filings, a combined $115.2M 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.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$21.2M
1.5M
−0.5%
Reduced · −8K sh
Q1 2026
2UBS Group AG
$18.2M
1.3M
+0.3%
Added · +3K sh
Q1 2026
3LPL Financial LLC
$10.6M
769K
−5.6%
Reduced · −46K sh
Q1 2026
4BANK OF AMERICA CORP /DE/
$10.1M
736K
−6.2%
Reduced · −49K sh
Q1 2026
5WELLS FARGO & COMPANY/MN
$8.5M
618K
+1.9%
Added · +11K sh
Q1 2026
6Private Advisor Group, LLC
$4.6M
335K
−2.1%
Reduced · −7K sh
Q1 2026
7EVOKE WEALTH, LLC
$4.1M
301K
−9.8%
Reduced · −33K sh
Q1 2026
8RAYMOND JAMES FINANCIAL INC
$2.3M
164K
+0.2%
Added · +339 sh
Q1 2026
9Sanctuary Advisors, LLC
$1.9M
137K
+26%
Added · +29K sh
Q1 2026
10ROYAL BANK OF CANADA
$1.8M
130K
+13%
Added · +15K sh
Q1 2026
11Wealth Advisory Solutions, LLC
$1.7M
126K
+13%
Added · +14K sh
Q2 2026
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$1.5M
109K
−5.8%
Reduced · −7K sh
Q2 2026
13OSAIC HOLDINGS, INC.
$1.4M
103K
+13%
Added · +12K sh
Q1 2026
14Prospera Financial Services Inc
$1.4M
101K
−5.6%
Reduced · −6K sh
Q2 2026
15Lord & Richards Wealth Management, LLC
$1.2M
90K
+7.1%
Added · +6K sh
Q2 2026
16Magnus Financial Group LLC
$1.2M
88K
+1.5%
Added · +1K sh
Q2 2026
17ENVESTNET ASSET MANAGEMENT INC
$1.2M
84K
+86%
Added · +39K sh
Q1 2026
18D.A. DAVIDSON & CO.
$1.1M
78K
Held
Q2 2026
19COMMONWEALTH EQUITY SERVICES, LLC
$1.0M
76K
−8.9%
Reduced · −7K sh
Q1 2026
20FIFTH THIRD BANCORP
$1.0M
74K
New
+74K sh
Q1 2026
21Cetera Investment Advisers
$973K
71K
+9.7%
Added · +6K sh
Q1 2026
22Equitable Holdings, Inc.
$945K
69K
New
+69K sh
Q1 2026
23MML INVESTORS SERVICES, LLC
$928K
67K
+8.1%
Added · +5K sh
Q1 2026
24Tailwinds Wealth, LLC
$920K
67K
+202%
Added · +45K sh
Q2 2026
25INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
$872K
63K
−2.9%
Reduced · −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, 7 funds opened a new position in PGF and 16 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
7
funds
Added
16
funds
Reduced
11
funds
Exited
0
funds

Funds that own PGF also own

CompanyCo-held byCombined value
SS SPDR S&P 500 ETF TRUST-USSPY47 funds$13.9B
MICROSOFT CORPMSFT47 funds$13.5B
ALPHABET INC-CL AGOOGL47 funds$9.8B
VANGUARD S&P 500 ETFVOO47 funds$8.8B
JPMORGAN CHASE & COJPM47 funds$5.9B
BROADCOM INCAVGO47 funds$5.6B
ALPHABET INC-CL CGOOG47 funds$5.6B
META PLATFORMS INC-CLASS AMETA47 funds$4.8B
ISHARES CORE MSCI EAFE ETFIEFA47 funds$4.2B
VANGUARD FTSE DEVELOPED ETFVEA47 funds$3.9B
JOHNSON & JOHNSONJNJ47 funds$3.7B
VISA INC-CLASS A SHARESV47 funds$3.3B

Ranked by how many of PGF's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

42 funds-76 since Q3 2024
061121Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $14.4M

Recent filings

0 shown

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.