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
Q3 		– Sell
-21,100
Closed -$298K – 13771
2025
Q2 		$298K Buy
+21,100
New +$296K ﹤0.01% 9843
2025
Q1 		– Sell
-9,600
Closed -$140K – 15315
2024
Q4 		$140K Sell
9,600
-4,700
-33% -$71.6K ﹤0.01% 10996
2024
Q3 		$224K Buy
14,300
+9,800
+218% +$149K ﹤0.01% 9919
2024
Q2 		$66.3K Sell
4,500
-500
-10% -$7.38K ﹤0.01% 11443
2024
Q1 		$76.2K Buy
5,000
+3,200
+178% +$48.1K ﹤0.01% 11712
2023
Q4 		$26.2K Buy
+1,800
New +$25.2K ﹤0.01% 12383
2023
Q3 		– Sell
-9,500
Closed -$136K – 14890
2023
Q2 		$136K Sell
9,500
-7,300
-43% -$105K ﹤0.01% 10468
2023
Q1 		$244K Buy
16,800
+11,500
+217% +$176K ﹤0.01% 9810
2022
Q4 		$76.3K Buy
+5,300
New +$78.4K ﹤0.01% 11577
2022
Q1 		– Sell
-10,500
Closed -$198K – 14334
2021
Q4 		$198K Buy
+10,500
New +$197K ﹤0.01% 11868
2021
Q3 		– Sell
-13,000
Closed -$251K – 14443
2021
Q2 		$251K Sell
13,000
-800
-6% -$15.2K ﹤0.01% 11688
2021
Q1 		$261K Buy
+13,800
New +$259K ﹤0.01% 11152
2020
Q4 		– Sell
-43,300
Closed -$811K – 11372
2020
Q3 		$811K Sell
43,300
-31,000
-42% -$576K ﹤0.01% 6400
2020
Q2 		$1.33M Buy
74,300
+50,600
+214% +$901K ﹤0.01% 5305
2020
Q1 		$400K Buy
23,700
+5,100
+27% +$92.6K ﹤0.01% 6835
2019
Q4 		$351K Buy
+18,600
New +$349K ﹤0.01% 7341

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.