13FBOX
INVESCO FINANCIAL PREFERRED ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO FINANCIAL PREFERRED ETF

PGF
持有机构数
150
机构合计市值 (Q2 2026)
$1.46亿
机构合计股数 (Q2 2026)
1,062.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+92.3万股
67 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-59.4万股
54 · 18 清仓 · ≈
⚖️ 净额
+32.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.46亿
持有机构数
150
新买入
17
加仓
50
减仓
36
清仓
18
持股不变
47
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#94$2,046.3万149.3万股$2,432.6万166.4万股-17.1万股-10.29%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#70$1,843.2万134.4万股$1,823.2万132.5万股+1.9万股+1.47%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#107$987.4万72.0万股$1,012.6万73.6万股-1.6万股-2.13%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#73$975.7万71.2万股$1,057.7万76.9万股-5.7万股-7.42%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#85$930.4万67.9万股$850.0万61.8万股+6.1万股+9.85%加仓
Investors Research Corp
0.93%0.93%#2$519.5万37.9万股$485.3万35.3万股+2.6万股+7.43%加仓
North Star Investment Management Corp.
0.25%0.27%#9$463.7万33.8万股$437.8万31.8万股+2.0万股+6.31%加仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.02%#36$437.4万31.9万股$461.6万33.5万股-1.6万股-4.91%减仓
MAI资本管理MAI Capital Management
0.02%<0.01%#39$429.1万31.3万股$22.6万1.6万股+29.7万股+1,804.39%加仓
Signal Advisors Wealth, LLC
0.21%0.2%#11$414.7万30.3万股$297.1万21.6万股+8.7万股+40.08%加仓
EVOKE WEALTH, LLC
0.08%0.07%#20$414.6万30.1万股$414.6万30.1万股00.00%持仓不变
Janney Montgomery Scott LLC
<0.01%0.01%#60$247.6万18.1万股$247.1万18.0万股+1,058股+0.59%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#105$244.0万17.8万股$225.2万16.4万股+1.4万股+8.72%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#118$219.6万16.0万股$179.4万13.0万股+3.0万股+22.83%加仓
Sterneck Capital Management, LLC
0.9%0.89%#3$210.8万15.4万股$198.1万14.4万股+9,781股+6.79%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#51$191.4万14.0万股$188.6万13.7万股+2,549股+1.86%加仓
Wealth Advisory Solutions, LLC
0.35%0.34%#6$172.3万12.6万股$153.4万11.1万股+1.4万股+12.74%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#69$149.2万10.9万股$160.3万11.5万股-6,663股-5.77%减仓
Field & Main Bank
0.29%0.39%#8$139.8万10.2万股$133.0万9.7万股+5,299股+5.48%加仓
繁荣金融服务Prospera Financial Services Inc
0.02%0.02%#35$138.9万10.1万股$147.7万10.7万股-5,979股-5.57%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#83$135.1万9.9万股$141.8万10.3万股-4,530股-4.40%减仓
Lord & Richards Wealth Management, LLC
0.97%1.02%#1$123.9万9.0万股$116.1万8.4万股+5,995股+7.11%加仓
Magnus Financial Group LLC
0.08%0.1%#19$120.2万8.8万股$118.9万8.6万股+1,294股+1.50%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#119$109.7万8.0万股$115.3万8.4万股-3,712股-4.43%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.01%0.01%#54$107.2万7.8万股$107.6万7.8万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#89$105.6万7.7万股$104.8万7.6万股+850股+1.12%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#71$100.7万7.3万股$119.1万8.7万股-1.3万股-15.14%减仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#84$97.6万7.1万股$102.1万7.4万股-3,004股-4.05%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#98$97.1万7.1万股$97.3万7.1万股+170股+0.24%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#76$95.8万7.0万股$92.8万6.7万股+2,482股+3.68%加仓
Tailwinds Wealth, LLC
0.54%0.75%#4$92.0万6.7万股$30.6万2.2万股+4.5万股+201.70%加仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.03%0.06%#31$87.2万6.3万股$90.5万6.5万股-1,896股-2.90%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#135$84.4万6.2万股$00股+6.2万股新买入
MARIPAU WEALTH MANAGEMENT LLC
0.3%0.31%#7$82.9万6.0万股$70.7万5.1万股+8,462股+16.46%加仓
Equitable控股Equitable Holdings, Inc.
<0.01%0.01%#62$73.5万5.4万股$94.5万6.9万股-1.5万股-21.93%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#103$73.4万5.4万股$74.4万5.4万股-545股-1.01%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#95$69.5万5.1万股$60.5万4.4万股+6,695股+15.22%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#138$68.8万5.0万股$54.8万4.0万股+1.0万股+26.12%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#133$58.9万4.3万股$59.7万4.3万股-412股-0.95%减仓
LJI Wealth Management, LLC
0.08%0.09%#21$56.7万4.1万股$56.3万4.1万股+418股+1.02%加仓
ROSENBLUM SILVERMAN SUTTON S F INC /CA
0.13%0.58%#13$56.0万4.1万股$222.3万16.2万股-12.1万股-74.72%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#82$51.2万3.7万股$32.2万2.3万股+1.4万股+59.26%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#125$46.5万3.4万股$43.3万3.1万股+2,532股+8.04%加仓
Walker Asset Management, LLC
0.23%0.27%#10$45.9万3.3万股$50.1万3.6万股-2,950股-8.10%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%#79$39.7万2.9万股$00股+2.9万股新买入
CIM, LLC
0.05%0.06%#27$39.2万2.9万股$39.2万2.8万股+83股+0.29%加仓
奥本海默公司OPPENHEIMER & CO INC
<0.01%<0.01%#66$38.4万2.8万股$37.5万2.7万股+749股+2.75%加仓
Avory & Company, LLC
0.45%0.42%#5$36.3万2.6万股$32.6万2.4万股+2,811股+11.87%加仓
公民金融集团CITIZENS FINANCIAL GROUP INC/RI
<0.01%0.01%#63$36.1万2.6万股$36.3万2.6万股00.00%持仓不变
顶岩集团Caprock Group, LLC
0.01%0.01%#53$35.7万2.6万股$35.9万2.6万股00.00%持仓不变

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