CFG
PGF icon

Citizens Financial Group’s Invesco Financial Preferred ETF PGF Stock Holding History

Citizens Financial Group’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
2026
Q1 		$363K Hold
26,350
– – 0.01% 634
2025
Q4 		$373K Hold
26,350
– – 0.01% 611
2025
Q3 		$385K Buy
26,350
+8,400
+47% +$121K 0.01% 588
2025
Q2 		$253K Sell
17,950
-3,153
-15% -$44.2K ﹤0.01% 617
2025
Q1 		$301K Sell
21,103
-1,953
-8% -$28.7K 0.01% 504
2024
Q4 		$335K Sell
23,056
-1,353
-6% -$20.6K 0.01% 461
2024
Q3 		$382K Buy
24,409
+994
+4% +$15.1K 0.01% 425
2024
Q2 		$345K Buy
+23,415
New +$346K 0.01% 428
2020
Q1 		– Sell
-548
Closed -$10K – 1197
2019
Q4 		$10K Buy
+548
New +$10.3K ﹤0.01% 758
2018
Q4 		– Sell
-331
Closed -$6K – 567
2018
Q3 		$6K Buy
+331
New +$6.08K ﹤0.01% 460

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
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return