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Invesco Financial Preferred Et other shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors 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 EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $107k 7.8k 13.71
2019-12-31 $389k 21k 18.88

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Top funds holding Invesco Financial Preferred Et other

Morgan Stanley
UBS Group
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Investors Research Corp
North Star Investment Management
Private Advisor
MAI Wealth Advisors
Signal Advisors Wealth
Janney Montgomery Scott
Raymond James Financial
Royal Bank of Canada
Sterneck Capital Management
Sanctuary Advisors

View all funds holding Invesco Financial Preferred Et other