Wellington-altus Usa »

Invesco Financial Preferred Et other shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Invesco Financial Preferred Et other (PGF) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa 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 Wellington-altus Usa 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 Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7k 124 13.76
2026-03-31 $1.7k 124 13.71
2025-12-31 $1.8k 124 14.14

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding Invesco Financial Preferred Et other

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

View all funds holding Invesco Financial Preferred Et other