Citadel Advisors
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Citadel Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Citadel Advisors’s Portfolio PGF Stock Details PGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-31,251
Closed -$457K – 13728
2025
Q3 		$457K Buy
+31,251
New +$452K ﹤0.01% 9359
2025
Q1 		– Sell
-79,705
Closed -$1.16M – 15316
2024
Q4 		$1.16M Buy
79,705
+14,663
+23% +$223K ﹤0.01% 6718
2024
Q3 		$1.02M Buy
65,042
+18,290
+39% +$278K ﹤0.01% 6832
2024
Q2 		$689K Buy
46,752
+45,086
+2,706% +$665K ﹤0.01% 7385
2024
Q1 		$25.4K Sell
1,666
-72,108
-98% -$1.08M ﹤0.01% 12836
2023
Q4 		$1.08M Buy
+73,774
New +$1.03M ﹤0.01% 6526
2023
Q2 		– Sell
-4,200
Closed -$60.6K – 15015
2023
Q1 		$61K Sell
4,200
-5,901
-58% -$90.3K ﹤0.01% 11907
2022
Q4 		$145K Buy
+10,101
New +$149K ﹤0.01% 10658
2022
Q1 		– Sell
-20,255
Closed -$381K – 14335
2021
Q4 		$381K Sell
20,255
-1,087
-5% -$20.3K ﹤0.01% 10351
2021
Q3 		$404K Buy
21,342
+8,553
+67% +$163K ﹤0.01% 10387
2021
Q2 		$247K Buy
+12,789
New +$243K ﹤0.01% 11720
2020
Q4 		– Sell
-53,075
Closed -$995K – 11373
2020
Q3 		$995K Buy
53,075
+38,039
+253% +$706K ﹤0.01% 6040
2020
Q2 		$269K Buy
+15,036
New +$268K ﹤0.01% 8083
2019
Q3 		– Sell
-142,387
Closed -$2.66M – 9615
2019
Q2 		$2.62M Sell
142,387
-1,489
-1% -$27.4K ﹤0.01% 4071
2019
Q1 		$2.63M Buy
+143,876
New +$2.6M ﹤0.01% 4008
2018
Q2 		– Sell
-48,363
Closed -$897K – 9160
2018
Q1 		$897K Buy
+48,363
New +$896K ﹤0.01% 4986
2015
Q1 		– Sell
-879
Closed -$16K – 8767
2014
Q4 		$16K Sell
879
-17,580
-95% -$319K ﹤0.01% 7959
2014
Q3 		$332K Buy
+18,459
New +$334K ﹤0.01% 5140
2014
Q2 		– Sell
-10,282
Closed -$183K – 8214
2014
Q1 		$183K Buy
+10,282
New +$180K ﹤0.01% 5606

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Citadel Advisors's PGF Position: Q4 2025 in Review

Citadel Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q4 2025, closing a stake of 31,251 shares — an estimated $457K sold.

Citadel Advisors first reported a position in PGF in Q1 2014 and held it in 19 quarters. The position peaked at $2.63M in Q1 2019. 157 funds tracked by Wall St. Rank hold PGF as of Q4 2025.

  • Citadel Advisors reported no remaining Invesco Financial Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 31,251 Invesco Financial Preferred ETF shares in Q4 2025, an estimated $457K.
  • Citadel Advisors first reported a position in Invesco Financial Preferred ETF in Q1 2014 and held it in 19 quarters.
  • Citadel Advisors's Invesco Financial Preferred ETF position peaked at $2.63M in Q1 2019.
  • 157 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.