PGF β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Triangle Securities Wealth Management  Β·  12 quarters on record

AI Ownership Summary

Triangle Securities Wealth Management reported INVESCO EXCHANGE TRADED FD T (PGF) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.07% in 2023 Q4. The latest visible filing shows PGF at 0.03% 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 Triangle Securities Wealth Management's position in INVESCO EXCHANGE TRADED FD T, 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
2025 Q3

PGF was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% 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 2025 Q3

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 Triangle Securities Wealth Management fund profile Triangle Securities Wealth Management full holdings
How Triangle Securities Wealth Management held PGF β€” position size vs. price
% of Fund (quarterly)    PGF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 10,147 β€” 0% 0.03% $148K 2025-10-15 $14.18
2025 Q2 REDUCED 10,147 -534 -5.0% 0.04% $143K 2025-07-10 $13.75
2025 Q1 REDUCED 10,681 -1,350 -11.2% 0.04% $153K 2025-04-10 $12.96
2024 Q4 REDUCED 12,031 -1,425 -10.6% 0.04% $175K 2025-01-15 $13.61
2024 Q3 REDUCED 13,456 -1,138 -7.8% 0.05% $211K 2024-11-14 $13.93
2024 Q2 UNCHANGED 14,594 β€” 0% 0.06% $215K 2024-07-10 $13.35
2024 Q1 UNCHANGED 14,594 β€” 0% 0.06% $222K 2024-04-10 $13.16
2023 Q4 UNCHANGED 14,594 β€” 0% 0.07% $213K 2024-01-10 $12.89
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PGF

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 0.93% Hickory Point Bank & Trust 0.02%

FAQ About Triangle Securities 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 Triangle Securities Wealth Management reported owning PGF?

Triangle Securities Wealth Management reported PGF across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for PGF was 0.07% in 2023 Q4.

What is the latest reported PGF position on this page?

The most recent filing on this page is 2025 Q3, when Triangle Securities Wealth Management reported 10,147 shares, equal to 0.03% of portfolio, with an estimated market value of $148K.

What does the chart on this PGF ownership page compare?

The chart compares Triangle Securities 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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