Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Invesco Financial Preferred ETF (PGF)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: PGF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 5.81% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.32 | 52 Weeks Range 13.40 - 15.19 | Updated Date 06/29/2025 |
52 Weeks Range 13.40 - 15.19 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Financial Preferred ETF
ETF Overview
Overview
The Invesco Financial Preferred ETF (PGF) seeks to track the investment results of the ICE Exchange-Listed Financial Senior Preferred & Hybrid Securities Index. It provides exposure to U.S.-listed preferred securities of financial companies.
Reputation and Reliability
Invesco is a large and reputable asset management firm with a long track record in the ETF market.
Management Expertise
Invesco has extensive experience in managing fixed income and preferred security investments.
Investment Objective
Goal
To track the investment results of the ICE Exchange-Listed Financial Senior Preferred & Hybrid Securities Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of its benchmark index.
Composition The ETF primarily holds preferred stocks issued by financial institutions.
Market Position
Market Share: PGF holds a significant, though not dominant, market share in the financial preferred ETF segment.
Total Net Assets (AUM): 406200000
Competitors
Key Competitors
- SPFF
- PSK
- FPE
Competitive Landscape
The financial preferred ETF market is moderately competitive. PGF offers focused exposure to the financial sector but may have a higher expense ratio than some competitors. SPFF is a larger, broader preferred ETF. PSK offers a defined maturity strategy. FPE aims for high income from the financial preferred market.
Financial Performance
Historical Performance: Historical performance can be found on financial websites, typically returns data for 1, 3, 5, and 10 year periods.
Benchmark Comparison: PGF's performance should closely track its benchmark index, the ICE Exchange-Listed Financial Senior Preferred & Hybrid Securities Index.
Expense Ratio: 0.63
Liquidity
Average Trading Volume
PGF exhibits moderate liquidity, allowing for relatively easy trading for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting adequate liquidity, but can widen during periods of market stress.
Market Dynamics
Market Environment Factors
Interest rate movements, financial sector performance, and overall market sentiment all influence PGF's performance.
Growth Trajectory
Growth is dependent on investor demand for preferred securities and the financial sector's stability. No change in investment strategy.
Moat and Competitive Advantages
Competitive Edge
PGFu2019s competitive advantage lies in its brand recognition and focused exposure to financial sector preferred securities. This targeted approach can be appealing to investors seeking specific sector exposure, though it also concentrates risk. Invesco's established presence in the ETF market adds to its credibility. However, its expense ratio may be a disadvantage compared to some competitors. Overall, PGF offers a straightforward way to access the financial preferred market.
Risk Analysis
Volatility
PGF's volatility is influenced by interest rate sensitivity and the credit risk of the underlying financial institutions.
Market Risk
PGF is exposed to the specific risks of the financial sector, including regulatory changes and economic downturns.
Investor Profile
Ideal Investor Profile
PGF is suited for income-seeking investors who want exposure to preferred securities issued by financial institutions.
Market Risk
PGF is more suitable for long-term investors seeking income, but less suitable for active traders due to moderate volatility.
Summary
Invesco Financial Preferred ETF (PGF) provides exposure to preferred securities issued by financial companies and is appropriate for long-term income-seeking investors. The ETF's performance hinges on the stability of the financial sector and interest rate movements. It is passively managed to track the ICE Exchange-Listed Financial Senior Preferred & Hybrid Securities Index. While it offers a targeted approach, it is important to consider its expense ratio and the risks associated with concentrating in a single sector before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco
- Morningstar
- ETF.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco Financial Preferred ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. ICE Data Indices, LLC (the "index provider") compiles and calculates the underlying index, a market capitalization weighted index designed to track the performance of exchange-listed, fixed rate U.S. dollar denominated preferred securities, and securities that the index provider believes are functionally equivalent to preferred securities, issued in the U.S. domestic market by financial companies. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.