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Public ownership evidence

Invesco Financial Preferred ETF (PGF) Ownership Disclosures

Read PGF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2923,873$340,912None
Advisors Asset Management, Inc.2021-12-312026-08-283,765$70,857None
Advisors Asset Management, Inc.2021-09-302026-08-283,836$73,000None
Advisors Asset Management, Inc.2020-12-312026-08-272,638$51,000None
Advisors Asset Management, Inc.2021-03-312026-08-273,855$72,782None
Advisors Asset Management, Inc.2021-06-302026-08-273,832$74,000None
Rehmann Capital Advisory Group2026-06-302026-08-2112,772$175,104None
Field & Main Bank2026-06-302026-08-20101,976$1,398,091None
Beacon Pointe Advisors, LLC2026-06-302026-08-1928,991$397,463None
Advisors Asset Management, Inc.2019-03-312026-08-196,517$119,000None
Advisors Asset Management, Inc.2019-09-302026-08-193,422$64,265None
Advisors Asset Management, Inc.2019-06-302026-08-196,422$118,293None
JDM Financial Group LLC2026-06-302026-08-191,919$26,306None
Equitable Holdings, Inc.2026-06-302026-08-1853,633$735,309None
DEARBORN PARTNERS LLC2026-06-302026-08-1816,372$224,460None
Glen Eagle Advisors, LLC2026-06-302026-08-15600$8,226None
Ameritas Advisory Services, LLC2026-06-302026-08-1519,051$261,188None
Qube Research & Technologies Ltd2026-06-302026-08-15600$8,226None
IFG Advisory, LLC2026-06-302026-08-15708$9,707None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,166$84,541None
OSAIC HOLDINGS, INC.2026-06-302026-08-1592,337$1,266,043None
Heritage Wealth Advisors2026-06-302026-08-15484$6,636None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1523,657$324,337None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1526,558$364,110None
Ancora Advisors LLC2026-06-302026-08-1520,000$274,200None
Gotham Asset Management, LLC2026-06-302026-08-1518,490$253,498None
Waverly Advisors, LLC2026-06-302026-08-152,117$29,024None
Thrivent Financial for Lutherans2026-06-302026-08-1525,258$346,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1534,025$464,780None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1542,944$588,765None
MAI Capital Management2026-06-302026-08-15301,582$4,134,694None
MAI Capital Management2026-06-302026-08-1511,405$156,363None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1513,630$186,867None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1522,061$302,452None
Park Place Capital Corp2026-06-302026-08-151,120$15,355None
ROYAL BANK OF CANADA2026-06-302026-08-151,720$24,000None
ROYAL BANK OF CANADA2026-06-302026-08-15158,410$2,172,000None
CITADEL ADVISORS LLC2026-06-302026-08-1561,562$844,015None
Larson Financial Group LLC2026-06-302026-08-151,517$20,792None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1543,650$598,442None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15134,319$1,841,516None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15347,745$4,767,581None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15330,854$4,536,004None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15230,107$3,154,767None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15490,108$6,719,378None
Boreal Capital Management LLC2026-06-302026-08-145,847$80,156None
Advisors Asset Management, Inc.2018-12-312026-08-146,654$116,000None
Advisors Asset Management, Inc.2018-09-302026-08-146,062$110,000None
Advisors Asset Management, Inc.2018-06-302026-08-141,634$30,000None
Sanctuary Advisors, LLC2026-06-302026-08-14139,578$1,913,615None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Rehmann Capital Advisory Group ↗Field & Main Bank ↗Beacon Pointe Advisors, LLC ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.