Westside Investment Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Westside Investment Management’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 Q1	–	Sell	-1,300	Closed	-$18.9K	–	1004
2024 Q4	$18.9K	Hold	1,300	–	–	﹤0.01%	578
2024 Q3	$19.4K	Hold	1,300	–	–	﹤0.01%	589
2024 Q2	$19.1K	Hold	1,300	–	–	﹤0.01%	555
2024 Q1	$19.9K	Buy	+1,300	New	+$19.6K	﹤0.01%	518
2023 Q2	–	Sell	-242	Closed	-$3.51K	–	852
2023 Q1	$3.51K	Hold	242	–	–	﹤0.01%	735
2022 Q4	$3	Hold	242	–	–	﹤0.01%	748
2022 Q3	$3	Hold	242	–	–	﹤0.01%	748
2022 Q2	$3	Hold	242	–	–	﹤0.01%	741
2022 Q1	$4	Hold	242	–	–	﹤0.01%	706
2021 Q4	$4	Hold	242	–	–	﹤0.01%	699
2021 Q3	$4	Hold	242	–	–	﹤0.01%	683
2021 Q2	$4	Hold	242	–	–	﹤0.01%	670
2021 Q1	$4	Hold	242	–	–	﹤0.01%	655
2020 Q4	$4	Hold	242	–	–	﹤0.01%	578
2020 Q3	$4	Sell	242 -242	-50%	-$4.49K	﹤0.01%	568
2020 Q2	$8	Hold	484	–	–	﹤0.01%	500
2020 Q1	$8	Buy	+484	New	+$8.79K	﹤0.01%	495
2019 Q2	$8	Buy	+484	New	+$8.92K	﹤0.01%	507
2018 Q4	$8.4K	Hold	484	–	–	﹤0.01%	501
2018 Q3	$8.74K	Hold	484	–	–	﹤0.01%	521
2018 Q2	$8.96K	Hold	484	–	–	﹤0.01%	586
2018 Q1	$8.98K	Hold	484	–	–	﹤0.01%	571
2017 Q4	$9.09K	Hold	484	–	–	﹤0.01%	586
2017 Q3	$9.09K	Hold	484	–	–	0.01%	568
2017 Q2	$9.26K	Hold	484	–	–	0.01%	552
2017 Q1	$9.1K	Buy	+484	New	+$8.93K	﹤0.01%	529

Other funds holding PGF

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Westside Investment Management's PGF Position: Q1 2025 in Review

Westside Investment Management sold out of Invesco Financial Preferred ETF (PGF) in Q1 2025, closing a stake of 1,300 shares — an estimated $18.9K sold.

Westside Investment Management first reported a position in PGF in Q1 2017 and held it in 26 quarters. The position peaked at $19.9K in Q1 2024. 162 funds tracked by Wall St. Rank hold PGF as of Q1 2025.

Westside Investment Management reported no remaining Invesco Financial Preferred ETF position as of Q1 2025 after selling out during the quarter.
Westside Investment Management sold 1,300 Invesco Financial Preferred ETF shares in Q1 2025, an estimated $18.9K.
Westside Investment Management first reported a position in Invesco Financial Preferred ETF in Q1 2017 and held it in 26 quarters.
Westside Investment Management's Invesco Financial Preferred ETF position peaked at $19.9K in Q1 2024.
162 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2025.

Based on Westside Investment Management's 13F filing for Q1 2025, filed 25 Apr 2025.