INVESCO FINANCIAL PREFERRED PGF
$13.78
+0.3% 52w: $13.19 – $14.20
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data13.1913.7014.20
Jun 20, 2025 Jul 2, 2026
Institutional holders
149
-7 QoQ
13F value
$140.0M
-5.6% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$298K calls / — puts
Institutional value by quarter
Number of holders
Who owns PGF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.5M | $21.2M | 0.0% | -0.5% |
| UBS Group AG | Bank broker | 1.3M | $18.2M | 0.0% | +0.3% |
| LPL Financial LLC | Bank broker | 768.7K | $10.6M | 0.0% | -5.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 735.9K | $10.1M | 0.0% | -6.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 617.8K | $8.5M | 0.0% | +1.9% |
| Investors Research Corp | Wealth advisor | 352.7K | $4.9M | 0.9% | +9.3% |
| Private Advisor Group, LLC | Wealth advisor | 335.5K | $4.6M | 0.0% | -2.2% |
| North Star Investment Management Corp. | Diversified mechanical | 318.2K | $4.4M | 0.3% | +19.0% |
| EVOKE WEALTH, LLC | Wealth advisor | 301.3K | $4.1M | 0.1% | -9.8% |
| Signal Advisors Wealth, LLC | Wealth advisor | 215.9K | $3.0M | 0.2% | -11.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 179.6K | $2.5M | 0.0% | -4.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 163.7K | $2.3M | 0.0% | +0.2% |
| Rosenblum Silverman Sutton S F Inc /ca ★2 | Fundamental diversified | 161.5K | $2.2M | 0.6% | +4.0% |
| Sterneck Capital Management, LLC | Wealth advisor | 144.0K | $2.0M | 0.9% | +5.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 137.0K | $1.9M | 0.0% | +26.3% |
| ROYAL BANK OF CANADA | Bank broker | 130.4K | $1.8M | 0.0% | +13.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 115.4K | $1.6M | 0.0% | -8.3% |
| Wealth Advisory Solutions, LLC | Wealth advisor | 111.5K | $1.5M | 0.3% | -10.3% |
| Prospera Financial Services Inc | Diversified mechanical | 107.3K | $1.5M | 0.0% | -3.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 103.0K | $1.4M | 0.0% | +12.7% |
| Field & Main Bank | Other | 96.7K | $1.3M | 0.4% | -4.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 86.5K | $1.2M | 0.0% | +1.6% |
| Magnus Financial Group LLC | Wealth advisor | 86.4K | $1.2M | 0.1% | +1.5% |
| Lord & Richards Wealth Management, LLC | Wealth advisor | 84.4K | $1.2M | 1.0% | -7.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 83.8K | $1.2M | 0.0% | +86.2% |
| D.A. DAVIDSON & CO. | Wealth advisor | 78.2K | $1.1M | 0.0% | +4.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 76.2K | $1.0M | 0.0% | -8.9% |
| FIFTH THIRD BANCORP | Diversified mechanical | 74.2K | $1.0M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 70.7K | $973K | 0.0% | +9.7% |
| Equitable Holdings, Inc. | Wealth advisor | 68.7K | $945K | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 67.4K | $928K | 0.0% | +8.1% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 65.4K | $905K | 0.1% | +18.6% |
| HighTower Advisors, LLC | Diversified mechanical | 54.1K | $744K | 0.0% | +0.6% |
| MARIPAU WEALTH MANAGEMENT LLC | Wealth advisor | 51.4K | $707K | 0.3% | -16.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 44.0K | $605K | 0.0% | -19.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 43.4K | $597K | 0.0% | -6.1% |
| LJI Wealth Management, LLC | Wealth advisor | 40.9K | $563K | 0.1% | -1.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 39.8K | $548K | 0.0% | -49.1% |
| Walker Asset Management, LLC ★2 | Fundamental diversified | 36.4K | $501K | 0.3% | Held |
| Accel Wealth Management | Wealth advisor | 32.8K | $451K | 0.1% | -1.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 31.5K | $433K | 0.0% | -9.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 28.8K | $397K | 0.0% | -73.0% |
| CIM, LLC ★2 | Fundamental diversified | 28.5K | $392K | 0.1% | +3.5% |
| OPPENHEIMER & CO INC | Diversified mechanical | 27.2K | $375K | 0.0% | +1.7% |
| CITIZENS FINANCIAL GROUP INC/RI | Other | 26.4K | $363K | 0.0% | Held |
| Capital Investment Advisors, LLC | Wealth advisor | 26.2K | $360K | 0.0% | -1.1% |
| Caprock Group, LLC | Other | 26.1K | $359K | 0.0% | Held |
| Leading Edge Financial Planning LLC | Wealth advisor | 26.0K | $358K | 0.1% | +12.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 25.7K | $354K | 0.0% | -0.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 25.2K | $347K | 0.0% | +0.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.