Who Owns Invesco Financial Pfd Portfoli (PGF)? -- Institutional Holders (2026-03-31)

168 institutions reported holding $139.8M of Invesco Financial Pfd Portfoli (PGF) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($21.2M), UBS Group AG ($18.2M), LPL Financial LLC ($10.6M), BANK OF AMERICA CORP /DE/ ($10.1M), WELLS FARGO & COMPANY/MN ($8.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$21.2M1.5MTrimmed
2UBS Group AG$18.2M1.3MAdded
3LPL Financial LLC$10.6M768,701Trimmed
4BANK OF AMERICA CORP /DE/$10.1M735,903Trimmed
5WELLS FARGO & COMPANY/MN$8.5M617,759Added
6Investors Research Corp$4.9M352,719Added
7Private Advisor Group, LLC$4.6M335,492Trimmed
8North Star Investment Management Corp.$4.4M318,191Added
9EVOKE WEALTH, LLC$4.1M301,284Trimmed
10Signal Advisors Wealth, LLC$3.0M215,944Trimmed
11Janney Montgomery Scott LLC$2.5M179,572Trimmed
12RAYMOND JAMES FINANCIAL INC$2.3M163,690Added
13ROSENBLUM SILVERMAN SUTTON S F INC /CA$2.2M161,546Added
14Sterneck Capital Management, LLC$2.0M143,954Added
15Sanctuary Advisors, LLC$1.9M137,029Added
16Royal Bank of Canada$1.8M130,368Added
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.6M115,414Trimmed
18Wealth Advisory Solutions, LLC$1.5M111,462Trimmed
19Prospera Financial Services Inc$1.5M107,309Trimmed
20OSAIC HOLDINGS, INC.$1.4M103,033Added
21Field & Main Bank$1.3M96,677Trimmed
22Cambridge Investment Research Advisors, Inc.$1.2M86,523Added
23Magnus Financial Group LLC$1.2M86,405Added
24Lord & Richards Wealth Management, LLC$1.2M84,373Trimmed
25ENVESTNET ASSET MANAGEMENT INC$1.2M83,758Added

Source: SEC Form 13F filings · as of 2026-03-31