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Invesco Financial Preferred (PGF)

CUSIP: 46137V621 | NYSE | 615 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Investors Research Corp411,899
0.9% of portfolio›$5.2M
North Star Investment Management Corp.342,803
0.2% of portfolio›$4.4M
Signal Advisors Wealth, LLC335,987
0.2% of portfolio›$4.3M
Wealth Advisory Solutions, LLC112,751
0.3% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC110,007
0.0% of portfolio›$1.4M
Prospera Financial Services Inc92,808
0.0% of portfolio›$1.2M
Lord & Richards Wealth Management, LLC84,705
0.8% of portfolio›$1.1M
Magnus Financial Group LLC79,164
0.1% of portfolio›$1.0M
D.A. Davidson & Co.75,503
0.0% of portfolio›$961.9K
Cambridge Investment Research Advisors, Inc.72,926
0.0% of portfolio›$929.0K
Commonwealth Equity Services, LLC72,540
0.0% of portfolio›$924.2K
Fifth Third Bancorp69,311
0.0% of portfolio›$883.0K
International Assets Investment Management, LLC63,561
0.0% of portfolio›$814.9K
LJI Wealth Management, LLC45,481
0.1% of portfolio›$579.4K
Kestra Advisory Services, LLC36,935
0.0% of portfolio›$470.6K
StoneX Group Inc.32,375
0.0% of portfolio›$421.3K
Thrivent Financial for Lutherans31,892
0.0% of portfolio›$406.0K
Oppenheimer & Co Inc28,150
0.0% of portfolio›$358.6K
HF Advisory Group, LLC27,218
0.1% of portfolio›$346.8K
Truist Financial Corp26,613
0.0% of portfolio›$339.0K
Avory & Company, LLC26,587
0.4% of portfolio›$338.7K
Walker Asset Management, LLC25,520
0.2% of portfolio›$325.1K
Capital Investment Advisors, LLC23,188
0.0% of portfolio›$295.4K
Western Financial Corp22,258
0.1% of portfolio›$283.6K
Accel Wealth Management22,242
0.1% of portfolio›$283.4K
Leading Edge Financial Planning LLC19,113
0.1% of portfolio›$243.5K
Financial Insights, Inc.17,200
0.1% of portfolio›$219.1K
Wealthcare Advisory Partners LLC17,150
0.0% of portfolio›$218.5K
City Center Advisors, LLC16,552
0.2% of portfolio›$210.9K
Mcrae Capital Management Inc15,935
0.0% of portfolio›$203.0K
Joseph P. Lucia & Associates, LLC15,726
0.1% of portfolio›$200.3K
Kestra Private Wealth Services, LLC13,585
0.0% of portfolio›$173.1K
Integrity Alliance, Llc.13,218
0.0% of portfolio›$168.4K
M Holdings Securities, Inc.12,705
0.1% of portfolio›$162.0K
Sowell Financial Services LLC12,306
0.0% of portfolio›$156.8K
Grimes & Co Wealth Management, LLC11,601
0.0% of portfolio›$147.8K
DT Investment Partners, LLC11,450
0.0% of portfolio›$145.9K
Gilpin Wealth Management, LLC9,425
0.1% of portfolio›$120.1K
Private Trust Co NA8,431
0.0% of portfolio›$107.4K
Cassaday & Co Wealth Management LLC7,250
0.0% of portfolio›$92.4K
Farther Finance Advisors, LLC5,293
0.0% of portfolio›$67.4K
Vision Financial Markets LLC4,000
0.0% of portfolio›$51.2K
Pacific Center for Financial Services3,967
0.0% of portfolio›$50.5K
Pinnacle Bancorp, Inc.3,580
0.0% of portfolio›$45.6K
Cornerstone National Bank & Trust Co3,500
0.0% of portfolio›$44.9K
Hickory Point Bank & Trust2,500
0.0% of portfolio›$31.9K
Register Financial Advisors LLC2,275
0.0% of portfolio›$29.0K
US Bancorp \de\2,250
0.0% of portfolio›$28.7K
Gamma Investing LLC2,161
0.0% of portfolio›$27.5K
Larson Financial Group LLC1,503
0.0% of portfolio›$19.1K
Nvwm, LLC1,300
0.0% of portfolio›$16.6K
Compass Financial Management LLC1,086
0.0% of portfolio›$13.8K
Richards, Merrill & Peterson, Inc.1,000
0.0% of portfolio›$12.7K
Capital Investment Advisory Services, LLC1,000
0.0% of portfolio›$12.7K
Lanark Financial, Inc.850
0.0% of portfolio›$10.8K
Triumph Capital Management600
0.0% of portfolio›$7.6K
Princeton Global Asset Management LLC333
0.0% of portfolio›$4.2K
Duncker Streett & Co Inc85
0.0% of portfolio›$1.1K
Latitude Advisors, LLC1
0.0% of portfolio›$10
StyleTurnoverLocationFiled
Investors Research Corp
411,899$5.2M0.9%ETFLowAtlanta, GA2026-10-07
North Star Investment Management Corp.
342,803$4.4M0.2%CoreLowChicago, IL2026-10-27
Signal Advisors Wealth, LLC
335,987$4.3M0.2%ETFLowDetroit, MI2026-10-13
Wealth Advisory Solutions, LLC
112,751$1.4M0.3%ETFLowZionsville, IN2026-10-20
Wealth Enhancement Advisory Services, LLC
110,007$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Prospera Financial Services Inc
92,808$1.2M0.0%CoreMediumDallas, TX2026-11-04
Lord & Richards Wealth Management, LLC
84,705$1.1M0.8%ETFMediumHighlands Ranch, CO2026-10-14
Magnus Financial Group LLC
79,164$1.0M0.1%ETFLowNew York, NY2026-10-21
D.A. Davidson & Co.
75,503$961.9K0.0%CoreLowGreat Falls, MT2026-10-28
Cambridge Investment Research Advisors, Inc.
72,926$929.0K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
72,540$924.2K0.0%ETFLowWaltham, MA2026-11-02
Fifth Third Bancorp
69,311$883.0K0.0%IndexVery LowCincinnati, OH2026-11-05
International Assets Investment Management, LLC
63,561$814.9K0.0%CoreVery HighOrlando, FL2026-11-02
LJI Wealth Management, LLC
45,481$579.4K0.1%ETFLowIndianapolis, IN2026-10-28
Kestra Advisory Services, LLC
36,935$470.6K0.0%CoreLowAustin, TX2026-11-02
StoneX Group Inc.
32,375$421.3K0.0%ETFMediumNew York, NY2026-11-03
Thrivent Financial for Lutherans
31,892$406.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Oppenheimer & Co Inc
28,150$358.6K0.0%CoreLowNew York, NY2026-10-26
HF Advisory Group, LLC
27,218$346.8K0.1%ValueLowAnnapolis, MD2026-10-09
Truist Financial Corp
26,613$339.0K0.0%CoreLowCharlotte, NC2026-10-30
Avory & Company, LLC
26,587$338.7K0.4%GARPLowMiami, FL2026-10-21
Walker Asset Management, LLC
25,520$325.1K0.2%CoreVery LowSpringfield, MO2026-10-13
Capital Investment Advisors, LLC
23,188$295.4K0.0%CoreLowAtlanta, GA2026-10-22
Western Financial Corp
22,258$283.6K0.1%MomentumHighSan Diego, CA2026-10-14
Accel Wealth Management
22,242$283.4K0.1%ETFLowWaverly, IA2026-10-13
Leading Edge Financial Planning LLC
19,113$243.5K0.1%ETFLowKnoxville, TN2026-10-23
Financial Insights, Inc.
17,200$219.1K0.1%ETFLowTacoma, WA2026-10-27
Wealthcare Advisory Partners LLC
17,150$218.5K0.0%ETFLowWest Chester, PA2026-10-21
City Center Advisors, LLC
16,552$210.9K0.2%ETFMediumTroy, MI2026-10-08
Mcrae Capital Management Inc
15,935$203.0K0.0%CoreLowMorristown, NJ2026-10-15
Joseph P. Lucia & Associates, LLC
15,726$200.3K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Kestra Private Wealth Services, LLC
13,585$173.1K0.0%GrowthLowAustin, TX2026-10-30
Integrity Alliance, Llc.
13,218$168.4K0.0%ETFMediumUrbandale, IA2026-10-29
M Holdings Securities, Inc.
12,705$162.0K0.1%ETFHighPortland, OR2026-11-03
Sowell Financial Services LLC
12,306$156.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Grimes & Co Wealth Management, LLC
11,601$147.8K0.0%CoreLowWestborough, MA2026-10-29
DT Investment Partners, LLC
11,450$145.9K0.0%ETFVery LowChadds Ford, PA2026-10-27
Gilpin Wealth Management, LLC
9,425$120.1K0.1%GrowthLowDenver, CO2026-10-09
Private Trust Co NA
8,431$107.4K0.0%CoreLowCleveland, OH2026-10-20
Cassaday & Co Wealth Management LLC
7,250$92.4K0.0%ETFVery LowMclean, VA2026-10-27
Farther Finance Advisors, LLC
5,293$67.4K0.0%IndexLowSan Francisco, CA2026-10-08
Vision Financial Markets LLC
4,000$51.2K0.0%CoreLowStamford, CT2026-10-22
Pacific Center for Financial Services
3,967$50.5K0.0%ETFMediumDanville, CA2026-10-15
Pinnacle Bancorp, Inc.
3,580$45.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Cornerstone National Bank & Trust Co
3,500$44.9K0.0%ETFMediumPalatine, IL2026-10-20
Hickory Point Bank & Trust
2,500$31.9K0.0%CoreVery LowDecatur, IL2026-10-01
Register Financial Advisors LLC
2,275$29.0K0.0%GARPLowAtlanta, GA2026-10-23
US Bancorp \de\
2,250$28.7K0.0%IndexLowMinneapolis, MN2026-11-05
Gamma Investing LLC
2,161$27.5K0.0%IndexVery LowFoster City, CA2026-10-08
Larson Financial Group LLC
1,503$19.1K0.0%GrowthLowSt Louis, MO2026-11-05
Nvwm, LLC
1,300$16.6K0.0%GrowthMediumYardley, PA2026-10-14
Compass Financial Management LLC
1,086$13.8K0.0%CoreN/ATampa, FL2026-10-30
Richards, Merrill & Peterson, Inc.
1,000$12.7K0.0%GrowthLowSpokane, WA2026-10-19
Capital Investment Advisory Services, LLC
1,000$12.7K0.0%CoreMediumRaleigh, NC2026-10-30
Lanark Financial, Inc.
850$10.8K0.0%CoreMediumBirmingham, AL2026-10-26
Triumph Capital Management
600$7.6K0.0%ETFMediumDenver, CO2026-10-14
Princeton Global Asset Management LLC
333$4.2K0.0%GrowthLowPrinceton, NJ2026-10-21
Duncker Streett & Co Inc
85$1.1K0.0%GrowthLowSt. Louis, MO2026-10-27
Latitude Advisors, LLC
1$100.0%ETFLowYorkville, IL2026-10-27