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Invesco Financial Preferred Et other shares owned by Lord & Richards Wealth Management

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

Historical chart of Lord & Richards 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 Lord & Richards 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 Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 91k 14.14
2025-09-30 $1.3M 87k 14.62
2025-06-30 $1.2M 83k 14.11
2025-03-31 $522k 37k 14.28

More positions owned by Lord & Richards Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Doubleline Etf Trust Mortgage Etf (DMBS)
Etf Ser Solutions Aptus Drawdown (ADME)
Invesco Exchange Traded Fd T Sp500 Eql Wgt (RSP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)
NVIDIA Corporation (NVDA)
Etf Ser Solutions Aptus Enhanced (JUCY)
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)
Vanguard Index Fds Small Cp Etf (VB)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)

View all positions for Lord & Richards Wealth Management

Top funds holding Invesco Financial Preferred Et other

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

View all funds holding Invesco Financial Preferred Et other