PGF — INVESCO EXCHANGE TRADED FD TR FINL PFD ETF

Ownership history in Accel Wealth Management  ·  22 quarters on record

AI Ownership Summary

Accel Wealth Management reported INVESCO EXCHANGE TRADED FD TR FINL PFD ETF (PGF) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.97% in 2023 Q4. The latest visible filing shows PGF at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PGF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accel Wealth Management's position in INVESCO EXCHANGE TRADED FD TR FINL PFD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PGF was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PGF stock page Accel Wealth Management fund profile Accel Wealth Management full holdings
How Accel Wealth Management held PGF — position size vs. price
% of Fund (quarterly)    PGF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 32,762 -451 -1.4% 0.12% $451K 2026-04-08 $14.01
2025 Q4 REDUCED 33,213 -5,842 -15.0% 0.13% $470K 2026-01-20 $14.12
2025 Q3 REDUCED 39,055 -13,582 -25.8% 0.17% $571K 2025-10-08 $14.22
2025 Q2 REDUCED 52,637 -319 -0.6% 0.25% $743K 2025-07-22 $13.57
2025 Q1 REDUCED 52,956 -5,131 -8.8% 0.27% $756K 2025-04-10 $12.96
2024 Q4 REDUCED 58,087 -6,976 -10.7% 0.32% $845K 2025-01-21 $13.81
2024 Q3 REDUCED 65,063 -41,057 -38.7% 0.38% $1.0M 2024-10-15 $14.42
2024 Q2 REDUCED 106,120 -6,802 -6.0% 0.63% $1.6M 2024-07-12 $13.57
2024 Q1 REDUCED 112,922 -19,843 -14.9% 0.73% $1.7M 2024-04-19 $12.86
2023 Q4 REDUCED 132,765 -24,166 -15.4% 0.97% $1.9M 2024-01-18 $12.82
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PGF

As of 2026 Q1 — sorted by position size

Investors Research Corp 3Y 7Y 0.93% Field & Main Bank 3Y 7Y 0.39% City Center Advisors, LLC 0.16% Magnus Financial Group LLC 3Y 7Y 0.1% Hickory Point Bank & Trust 0.02% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Park Place Capital Corp 3Y 0.0% Pacifica Partners Inc. 3Y 0.0% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Accel Wealth Management and PGF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accel Wealth Management reported owning PGF?

Accel Wealth Management reported PGF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PGF position in Accel Wealth Management's portfolio?

The largest reported portfolio weight for PGF was 0.97% in 2023 Q4.

What is the latest reported PGF position on this page?

The most recent filing on this page is 2026 Q1, when Accel Wealth Management reported 32,762 shares, equal to 0.12% of portfolio, with an estimated market value of $451K.

What does the chart on this PGF ownership page compare?

The chart compares Accel Wealth Management's quarterly PGF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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