Founders Financial Alliance, LLC PGF — INVESCO FINANCIAL

Ownership history in Founders Financial Alliance, LLC  ·  20 quarters on record

AI Ownership Summary

Founders Financial Alliance, LLC reported INVESCO FINANCIAL (PGF) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows PGF at 0.00% 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 Founders Financial Alliance, LLC's position in INVESCO FINANCIAL, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 Founders Financial Alliance, LLC fund profile Founders Financial Alliance, LLC full holdings
How Founders Financial Alliance, LLC held PGF — position size vs. price
% of Fund (quarterly)    PGF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 826 -730 -46.9% 0.00% $11K 2026-05-11 $14.02
2025 Q3 ADDED — — — 1,556 +730 +88.4% 0.00% $23K 2025-11-07 $13.95
2024 Q4 UNCHANGED — — — 826 — 0% 0.00% $12K 2025-02-07 $13.54
2024 Q3 UNCHANGED — — — 826 — 0% 0.00% $13K 2024-11-01 $13.83
2024 Q2 UNCHANGED — — — 826 — 0% 0.00% $12K 2024-08-26 $13.75
2024 Q1 REDUCED 6.5% -2.0% ✅ 826 -57 -6.5% 0.00% $13K 2024-05-14 $12.96
2023 Q4 REDUCED 58.4% +6.5% ❌ 883 -1,240 -58.4% 0.00% $13K 2024-02-09 $13.14
13 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

Lord & Richards Wealth Management, LLC 1.02% Investors Research Corp 3Y 7Y 0.93% Sterneck Capital Management, LLC 3Y 7Y 0.89% Tailwinds Wealth, LLC 0.75% ROSENBLUM SILVERMAN SUTTON S F INC /CA 3Y 7Y 0.58% Avory & Company, LLC 3Y 0.42% Field & Main Bank 3Y 7Y 0.39% Wealth Advisory Solutions, LLC 3Y 0.34% MARIPAU WEALTH MANAGEMENT LLC 3Y 0.31% Walker Asset Management, LLC 3Y 0.27%

FAQ About Founders Financial Alliance, LLC and PGF

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

How long has Founders Financial Alliance, LLC reported owning PGF?

Founders Financial Alliance, LLC reported PGF across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PGF position in Founders Financial Alliance, LLC's portfolio?

The largest reported portfolio weight for PGF was 0.00% in 2023 Q4.

What is the latest reported PGF position on this page?

The most recent filing on this page is 2026 Q1, when Founders Financial Alliance, LLC reported 826 shares, equal to 0.00% of portfolio, with an estimated market value of $11K.

What does the chart on this PGF ownership page compare?

The chart compares Founders Financial Alliance, LLC'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.

How well did Founders Financial Alliance, LLC time their PGF position?

Based on 13F filing dates vs. subsequent PGF price moves, Founders Financial Alliance, LLC correctly timed 9 out of 15 reported position changes (60%). The annualised alpha on PGF relative to SPY over the holding period was -13.7%.

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