Parkside Financial Bank & Trust’s Invesco Financial Preferred ETF PGF Stock Holding History

Parkside Financial Bank & Trust’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	-915	Closed	-$13.4K	–	2770
2025 Q3	$13.4K	Buy	+915	New	+$13.2K	﹤0.01%	1404
2023 Q2	–	Sell	-537	Closed	-$7.8K	–	2081
2023 Q1	$7.8K	Buy	+537	New	+$8.22K	﹤0.01%	1189
2016 Q1	–	Sell	-1,309	Closed	-$25K	–	1089
2015 Q4	$25K	Buy	+1,309	New	+$24.3K	0.01%	470

Other funds holding PGF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Parkside Financial Bank & Trust's PGF Position: Q4 2025 in Review

Parkside Financial Bank & Trust sold out of Invesco Financial Preferred ETF (PGF) in Q4 2025, closing a stake of 915 shares — an estimated $13.4K sold.

Parkside Financial Bank & Trust first reported a position in PGF in Q4 2015 and held it in 3 quarters. The position peaked at $25K in Q4 2015. 157 funds tracked by Wall St. Rank hold PGF as of Q4 2025.

Parkside Financial Bank & Trust reported no remaining Invesco Financial Preferred ETF position as of Q4 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 915 Invesco Financial Preferred ETF shares in Q4 2025, an estimated $13.4K.
Parkside Financial Bank & Trust first reported a position in Invesco Financial Preferred ETF in Q4 2015 and held it in 3 quarters.
Parkside Financial Bank & Trust's Invesco Financial Preferred ETF position peaked at $25K in Q4 2015.
157 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2025, filed 13 Feb 2026.