Who owns Pgx etf?
- Ticker: PGX
- CUSIP Number: 46138e511
Tip: Access positions for across all investors
Analyze quarterly positions in Pgx etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Pgx etf stock
Who bought or sold Pgx etf this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 51M | $605M | -11% | Mar 2024 |
|
| Wells Fargo & Company | 15M | $176M | -4% | Mar 2024 |
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| LPL Financial | 12M | $147M | -15% | Mar 2024 |
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| Ameriprise Financial | 9.2M | $111M | -19% | Mar 2024 |
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| Morgan Stanley | 8.0M | $95M | -16% | Mar 2024 |
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| UBS Group | 5.1M | $61M | 12% | Mar 2024 |
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| Bessemer | 5.1M | $58M | 0% | Dec 2023 |
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| Cohen & Steers Capital Management | 3.6M | $42M | 572088% | Mar 2024 |
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| Spectrum Asset Management | 3.5M | $42M | -5% | Mar 2024 |
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| Royal Bank of Canada | 3.5M | $41M | 1% | Mar 2024 |
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| Hanson McClain Advisors | 3.4M | $40M | 7% | Mar 2024 |
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| Advisor Group Holdings | 2.0M | $24M | 10% | Mar 2024 |
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| Huntington National Bank | 1.9M | $22M | -5% | Mar 2024 |
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| Stonebridge Advisors | 1.7M | $20M | -10% | Mar 2024 |
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| Wright Fund Managment | 1.5M | $18M | 100% | Mar 2024 |
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| ACT Advisors | 1.4M | $16M | 4719% | Mar 2024 |
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| Raymond James Financial Services Advisors | 1.3M | $16M | 54% | Mar 2024 |
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| Iowa State Bank | 1.3M | $15M | -9% | Mar 2024 |
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| Checchi Capital Advisers | 1.2M | $14M | 11% | Mar 2024 |
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| Intrepid Financial Planning Group | 1.2M | $14M | -11% | Mar 2024 |
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| Advisors Management Group | 1.2M | $14M | 3% | Mar 2024 |
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| Commonwealth Equity Services | 1.1M | $13M | 4% | Mar 2024 |
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| Bank Of Montreal | 1.0M | $12M | -11% | Mar 2024 |
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| Envestnet Asset Management | 1.0M | $12M | -51% | Mar 2024 |
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| Marshall Wace | 937k | $11M | 84% | Mar 2024 |
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| Cambridge Investment Research Advisors | 905k | $11M | -4% | Mar 2024 |
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| Raymond James & Associates | 889k | $11M | 8% | Mar 2024 |
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| Goldman Sachs Group | 866k | $10M | 2054% | Mar 2024 |
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| Advisors Preferred | 866k | $10M | 155% | Mar 2024 |
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| Creative Planning | 860k | $10M | 0% | Mar 2024 |
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| Stifel Financial | 808k | $9.6M | 83% | Mar 2024 |
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| Garrett Wealth Advisory Group | 692k | $8.2M | 2% | Mar 2024 |
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| McAdam | 671k | $8.0M | 8% | Mar 2024 |
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| First National Bank & Trust Co Of Newtown | 666k | $7.9M | -1% | Mar 2024 |
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| Archetype Wealth Partners | 645k | $7.4M | -28% | Dec 2023 |
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| Live Oak Investment Partners | 617k | $7.1M | 94% | Dec 2023 |
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| Private Advisor | 599k | $7.1M | -17% | Mar 2024 |
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| Jpmorgan Chase & Co | 586k | $7.0M | -62% | Mar 2024 |
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| Traverso Chambers Private Wealth Management | 577k | $6.6M | 2% | Dec 2023 |
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| Branch Banking & Trust Company | 573k | $6.8M | -1% | Mar 2024 |
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| Plimoth Trust | 504k | $6.0M | 4% | Mar 2024 |
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| Cherry Tree Wealth Management | 500k | $5.9M | 0% | Mar 2024 |
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| Prairiewood Capital | 480k | $5.7M | 10% | Mar 2024 |
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| Janney Montgomery Scott | 478k | $5.7M | -57% | Mar 2024 |
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| Rockefeller Capital Management | 449k | $5.1M | -71% | Dec 2023 |
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| RFG Advisory | 446k | $5.3M | 50% | Mar 2024 |
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| Coulter & Justus Financial Services | 435k | $5.2M | 100% | Mar 2024 |
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| Noesis Capital Management Corp. | 435k | $5.2M | 0% | Mar 2024 |
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| KCM Investment Advisors | 432k | $5.1M | -25% | Mar 2024 |
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| Integrated Wealth Concepts | 426k | $5.1M | -29% | Mar 2024 |
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| Sound Income Strategies | 391k | $4.6M | 10% | Mar 2024 |
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| Sanibel Captiva Trust Company | 377k | $4.3M | 100% | Dec 2023 |
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| Baird Financial | 358k | $4.1M | 526% | Dec 2023 |
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| William Blair $ Company | 355k | $4.2M | 18% | Mar 2024 |
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| Honkamp Krueger Financial Services | 338k | $4.0M | -5% | Mar 2024 |
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| Gyl Financial Synergies | 328k | $3.8M | 27% | Dec 2023 |
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| Bluefin Capital Management | 327k | $3.9M | 100% | Mar 2024 |
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| First PREMIER Bank | 326k | $3.9M | 14% | Mar 2024 |
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| Investors Research Corp | 309k | $3.7M | 3% | Mar 2024 |
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| First Hawaiian Bank | 294k | $3.5M | -5% | Mar 2024 |
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| Atria Investments | 278k | $3.2M | -10% | Dec 2023 |
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| Kades & Cheifetz | 274k | $3.3M | -1% | Mar 2024 |
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| Geneos Wealth Management | 271k | $3.2M | 12% | Mar 2024 |
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| Ohio Valley Financial | 270k | $3.2M | 150% | Mar 2024 |
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| Retireful | 251k | $3.0M | 100% | Mar 2024 |
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| Kestra Advisory Services | 232k | $2.7M | -50% | Dec 2023 |
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| IFP Advisors | 231k | $2.7M | 9% | Dec 2023 |
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| Principal Securities | 231k | $2.7M | -4% | Mar 2024 |
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| KG&L Capital Management | 225k | $2.7M | -3% | Mar 2024 |
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| Charles Schwab Trust | 220k | $2.6M | -5% | Mar 2024 |
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| Stephens | 220k | $2.6M | -3% | Mar 2024 |
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| Baker Avenue Asset Management | 217k | $2.6M | 3% | Mar 2024 |
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| Oppenheimer & Co | 211k | $2.5M | 33% | Mar 2024 |
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| Orion Portfolio Solutions | 207k | $2.5M | 3% | Mar 2024 |
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| Integrated Advisors Network | 204k | $2.4M | -2% | Mar 2024 |
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| HBK Sorce Advisory | 195k | $2.3M | 6% | Mar 2024 |
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| Susquehanna International | 191k | $2.3M | -65% | Mar 2024 |
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| Daymark Wealth Partners | 190k | $2.2M | -22% | Dec 2023 |
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| Steward Partners Investment Advisory | 190k | $2.3M | -2% | Mar 2024 |
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| Atlantic Trust | 186k | $2.2M | -3% | Mar 2024 |
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| O'rourke & Company | 184k | $2.2M | -4% | Mar 2024 |
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| Mercer Global Advisors | 183k | $2.2M | -9% | Mar 2024 |
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| StoneCrest Wealth Management | 182k | $2.2M | 35% | Mar 2024 |
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| Boothe Investment Group | 180k | $2.1M | 14% | Mar 2024 |
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| Brian McDonald | 178k | $2.1M | 1% | Mar 2024 |
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| White Pine Capital | 176k | $2.0M | 30% | Mar 2024 |
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| Beta Wealth | 174k | $2.0M | -3% | Dec 2023 |
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| Citadel Advisors | 171k | $2.0M | 71% | Mar 2024 |
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| Mariner Wealth Advisors | 171k | $2.0M | -7% | Mar 2024 |
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| Etesian Wealth Advisors | 158k | $1.9M | -3% | Mar 2024 |
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| Howard Wealth Management | 158k | $1.9M | -5% | Mar 2024 |
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| Hilton Capital Management | 155k | $1.8M | 231% | Mar 2024 |
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| Advisory Alpha | 151k | $1.8M | -9% | Mar 2024 |
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| Transcend Wealth Collective | 151k | $1.8M | 11% | Mar 2024 |
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| Old National Trust Company | 146k | $1.7M | -14% | Mar 2024 |
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| Warren Averett Asset Management | 143k | $1.7M | 100% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 137k | $1.6M | 6% | Dec 2023 |
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| Stratos Wealth Partners | 136k | $1.6M | -44% | Mar 2024 |
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| NewEdge Wealth | 132k | $1.5M | -10% | Mar 2024 |
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| Strategic Financial | 129k | $1.5M | 72% | Dec 2023 |
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| Thrivent Financial for Lutherans | 127k | $1.5M | -8% | Mar 2024 |
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| Sontag Advisory | 117k | $1.4M | -39% | Mar 2024 |
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| Wolverine Trading | 115k | $1.4M | 100% | Mar 2024 |
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| Apollon Wealth Management | 114k | $1.4M | 8% | Mar 2024 |
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| H D Vest Advisory Services | 110k | $1.3M | 2% | Mar 2024 |
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| D L Carlson Investment Group | 110k | $1.3M | -70% | Dec 2023 |
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| Fifth Third Securities | 110k | $1.3M | -2% | Mar 2024 |
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| Community Fin'l Svs | 109k | $1.3M | -87% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 109k | $1.3M | 21% | Mar 2024 |
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| BEAM Asset Management | 108k | $1.3M | -1% | Mar 2024 |
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| Shulman DeMeo Asset Management | 108k | $1.3M | 0% | Mar 2024 |
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| Mosaic Financial Group | 106k | $1.3M | 100% | Mar 2024 |
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| Jane Street | 103k | $1.2M | -38% | Mar 2024 |
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| Balanced Wealth Group | 102k | $1.2M | 30% | Mar 2024 |
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| Diam | 102k | $1.2M | -7% | Mar 2024 |
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| Madison Wealth Partners | 101k | $1.2M | -2% | Mar 2024 |
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| Sequoia Financial Advisors | 100k | $1.2M | 6% | Mar 2024 |
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| Global Retirement Partners | 100k | $1.2M | -12% | Mar 2024 |
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| Goss Wealth Management | 98k | $1.2M | 6% | Mar 2024 |
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| Albion Financial Group | 96k | $1.1M | 9% | Mar 2024 |
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| Kingsview Wealth Management | 94k | $1.1M | 1% | Mar 2024 |
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| Beacon Pointe Advisors | 92k | $1.1M | -24% | Dec 2023 |
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| Federation des caisses Desjardins du Quebec | 90k | $1.1M | 100% | Mar 2024 |
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| Shufro Rose & Co | 89k | $1.1M | -16% | Mar 2024 |
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| Captrust Financial Advisors | 88k | $1.0M | 0% | Mar 2024 |
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| Sei Investments | 83k | $985k | 0% | Mar 2024 |
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| Butensky & Cohen Financial Security | 82k | $971k | -7% | Mar 2024 |
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| Jackson, Grant Investment Advisers | 81k | $967k | 1% | Mar 2024 |
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| Gould Asset Management | 78k | $928k | 0% | Mar 2024 |
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| D.A. Davidson & Co. | 76k | $907k | 1% | Mar 2024 |
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| Glaxis Capital Management | 75k | $891k | 3% | Mar 2024 |
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| Gratus Capital | 75k | $891k | 0% | Mar 2024 |
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| Accel Wealth Management | 73k | $863k | -6% | Mar 2024 |
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| Coastwise Capital Group | 72k | $856k | 1% | Mar 2024 |
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| Sigma Planning | 68k | $813k | 96% | Mar 2024 |
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| CFG Asset Management | 68k | $811k | -4% | Mar 2024 |
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| Independence Bank of Kentucky | 66k | $787k | -5% | Mar 2024 |
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| Cullen Frost Bankers | 64k | $758k | -19% | Mar 2024 |
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| CSM Advisors | 62k | $733k | 0% | Mar 2024 |
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| 1620 Investment Advisors | 61k | $730k | 3% | Mar 2024 |
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| Ashton Thomas Private Wealth | 61k | $726k | -2% | Mar 2024 |
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| Levy Wealth Management Group | 61k | $698k | 0% | Mar 2024 |
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| Global Assets Advisory | 60k | $5.0M | 100% | Mar 2024 |
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| Sanchez Wealth Management Group | 59k | $698k | -2% | Mar 2024 |
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| Central Trust & Investment | 58k | $687k | -19% | Mar 2024 |
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| Atria Wealth Solutions | 57k | $678k | 30% | Mar 2024 |
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| Colony | 57k | $671k | 0% | Mar 2024 |
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| Optimum Investment Advisors | 56k | $670k | 1% | Mar 2024 |
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| Brighton Jones | 55k | $652k | 100% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 54k | $647k | -40% | Mar 2024 |
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| Transatlantique Private Wealth | 54k | $645k | -15% | Mar 2024 |
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| Pnc Financial Services | 53k | $625k | -28% | Mar 2024 |
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| Mirae Asset Global Investments | 49k | $583k | -22% | Mar 2024 |
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| SRS Capital Advisors | 47k | $544k | -15% | Dec 2023 |
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| Citigroup | 47k | $553k | -43% | Mar 2024 |
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| Two Sigma Securities | 42k | $503k | -39% | Mar 2024 |
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| HPM Partners | 34k | $892k | -81% | Mar 2024 |
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| Qube Research & Technologies | 30k | $355k | -56% | Mar 2024 |
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| Western Wealth Management | 30k | $353k | -65% | Mar 2024 |
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| Stone Point Wealth | 30k | $351k | -56% | Mar 2024 |
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| Wilbanks Smith & Thomas Asset Management | 26k | $311k | -60% | Mar 2024 |
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| MONECO Advisors | 26k | $308k | -80% | Mar 2024 |
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| Merit Financial Group | 25k | $293k | -62% | Mar 2024 |
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| Trinity Legacy Partners | 21k | $248k | -97% | Mar 2024 |
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| Perennial Investment Advisors | 11k | $135k | -79% | Mar 2024 |
|
Who sold out of Pgx etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Granite Bay Wealth Management | Dec 2023 | 897k | $9.8M |
| Gts Securities | Dec 2023 | 821k | $9.4M |
| Principal Financial Group | Dec 2023 | 603k | $6.9M |
| Blue Fin Capital | Sep 2023 | 229k | $2.5M |
| First Trust Advisors | Sep 2023 | 216k | $2.4M |
| Guidance Capital | Dec 2023 | 91k | $1.0M |
| AlphaCore Capital | Sep 2023 | 82k | $901k |
| Independent Wealth Network | Dec 2023 | 77k | $883k |