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Invesco Financial Preferred Et other shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Invesco Financial Preferred Et other (PGF) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Invesco Financial Preferred Et other

Tip: Access up to 7 years of quarterly data

All positions including Invesco Financial Preferred Et other held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Financial Preferred Et other by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $132k 9.1k 14.56
2025-06-30 $127k 9.1k 14.01

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding Invesco Financial Preferred Et other

Morgan Stanley
UBS Group
LPL Financial
Wells Fargo & Company
Private Advisor
Evoke Wealth
Investors Research Corp
North Star Investment Management
Signal Advisors Wealth
Janney Montgomery Scott
Wealth Advisory Solutions
Sterneck Capital Management
Royal Bank of Canada
Raymond James Financial
Prospera Financial Services

View all funds holding Invesco Financial Preferred Et other