PGF ETF Analysis: Financial Preferred | NYSE

Preferred Stock | NYSE, USA | Market Cap: 639m USD | 12M Return: -6.7% | US46137V6213 | Charts, Fundamentals & Technical Analysis

Preferred Stock, Financial Sector, Fixed Income, U.S. Domestic
Total Rating 20
Safety 55
Buy Signal -0.32
Preferred Stock
Category Rotation: +7.3
TER: 0.56%
AUM: 639M
Avg Turnover: 3.11M
Risk 3d forecast
Volatility6.68%
VaR 5th Pctl1.19%
VaR vs Median-0.67%
Reward TTM
Sharpe Ratio-1.90
Rel. Str. IBD24.5
Rel. Str. Peer Group20.8
Character TTM
Beta0.223
Beta Downside0.298
Hurst Exponent0.479
Drawdowns 3y
Max DD10.87%
CAGR/Max DD0.34
CAGR/Mean DD1.13

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan +0.6% 20
Feb +0.2% 8
Mar -0.0% 21
Apr +0.1% 5
May +0.3% 20
Jun +0.2% 15
Jul +0.2% 8
Aug -0.1% 5
Sep -0.2% 11
Oct -1.1% 78
Nov -1.0% 15
Dec -0.1% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: PGF Financial Preferred

The Invesco Financial Preferred ETF (PGF) primarily invests at least 90% of its total assets in securities that make up its underlying index. This index, compiled and calculated by ICE Data Indices, LLC, is a market capitalization weighted benchmark designed to measure the performance of exchange-listed, fixed rate, U.S. dollar denominated preferred securities issued in the U.S. domestic market by financial companies. The fund operates as a non-diversified ETF, focusing specifically on the preferred securities segment of the financial sector.

Headlines to Watch Out For
  • Fed rate cuts pressure fixed-rate preferred valuations
  • Bank earnings strength supports financial preferred issuer fundamentals
  • Credit spreads widen on subordinated bank preferred debt
What is the price of PGF shares?

As of September 25, 2026, the stock is trading at USD 12.93 with a total of 420,071 shares traded. Over the past week, the price has changed by -1.71%, over one month by -3.03%, over three months by -3.71% and over the past year by -6.67%.

Current recommended Stop Loss: 12.80 (which is 1% or 1.4 ATR below the current price).

Is PGF a buy, sell or hold?

Financial Preferred has no consensus analysts rating.