Who owns Pgx etf?

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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 57M $653M -3% Dec 2023
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Wells Fargo & Company 15M $176M -1% Dec 2023
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LPL Financial 15M $160M 12% Sep 2023
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Ameriprise Financial 11M $125M -9% Sep 2023
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Morgan Stanley 9.5M $104M -6% Sep 2023
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Bessemer 5.1M $58M 0% Dec 2023
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UBS Group 4.6M $53M -10% Dec 2023
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Spectrum Asset Management 3.7M $42M 30% Dec 2023
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Royal Bank of Canada 3.4M $40M 1% Dec 2023
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Hanson McClain Advisors 3.2M $36M -10% Dec 2023
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Envestnet Asset Management 2.1M $23M 0% Sep 2023
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Huntington National Bank 2.0M $23M -11% Dec 2023
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Stonebridge Advisors 1.9M $21M -1% Dec 2023
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Advisor Group Holdings 1.8M $21M -33% Dec 2023
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Jpmorgan Chase & Co 1.5M $18M -12% Dec 2023
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Iowa State Bank 1.4M $16M -3% Dec 2023
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Intrepid Financial Planning Group 1.3M $14M -2% Sep 2023
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Bank Of Montreal 1.2M $13M -24% Dec 2023
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Advisors Management Group 1.1M $13M 0% Dec 2023
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Janney Montgomery Scott 1.1M $13M 4% Dec 2023
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Checchi Capital Advisers 1.1M $12M 9% Dec 2023
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Commonwealth Equity Services 1.0M $12M -20% Dec 2023
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Cambridge Investment Research Advisors 939k $11M -4% Dec 2023
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Granite Bay Wealth Management 897k $9.8M -1% Dec 2023
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Community Fin'l Svs 862k $9.4M 100% Sep 2023
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Creative Planning 860k $9.9M -3% Dec 2023
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Raymond James Financial Services Advisors 856k $9.8M -13% Dec 2023
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Prudential Financial 833k $9.1M 9% Sep 2023
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Raymond James & Associates 825k $9.5M 11% Dec 2023
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Gts Securities 821k $9.4M 100% Dec 2023
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Trinity Legacy Partners 732k $8.4M 100% Dec 2023
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Private Advisor 720k $8.3M -23% Dec 2023
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Garrett Wealth Advisory Group 678k $7.8M 19% Dec 2023
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First National Bank & Trust Co Of Newtown 671k $7.7M -1% Dec 2023
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Archetype Wealth Partners 645k $7.4M -28% Dec 2023
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McAdam 622k $7.1M -1% Dec 2023
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Live Oak Investment Partners 617k $7.1M 94% Dec 2023
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Mml Investors Services 612k $6.7M -11% Sep 2023
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Principal Financial Group 603k $6.9M 3516% Dec 2023
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Integrated Wealth Concepts 596k $6.5M -23% Sep 2023
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KCM Investment Advisors 579k $6.3M -12% Sep 2023
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Branch Banking & Trust Company 578k $6.6M -3% Dec 2023
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Traverso Chambers Private Wealth Management 577k $6.6M 2% Dec 2023
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Susquehanna International 538k $5.9M 217% Sep 2023
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Marshall Wace 510k $5.8M 100% Dec 2023
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Cherry Tree Wealth Management 499k $5.7M 9% Dec 2023
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Plimoth Trust 485k $5.6M -16% Dec 2023
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Rockefeller Capital Management 449k $5.1M -71% Dec 2023
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Stifel Financial 441k $5.1M 7% Dec 2023
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Prairiewood Capital 437k $5.0M 50% Dec 2023
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Noesis Capital Management Corp. 433k $5.0M 519% Dec 2023
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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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Sound Income Strategies 356k $4.1M 5% Dec 2023
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Honkamp Krueger Financial Services 355k $4.1M -67% Dec 2023
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Advisors Preferred 339k $3.9M 100% Dec 2023
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Cetera Investment Advisers 338k $3.7M -2% Sep 2023
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Financial Network Investment Corporation 329k $3.6M -1% Sep 2023
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Gyl Financial Synergies 328k $3.8M 27% Dec 2023
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First Hawaiian Bank 309k $3.5M 5% Dec 2023
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Golden Green 307k $3.4M 3% Sep 2023
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William Blair $ Company 302k $3.5M 1% Dec 2023
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Investors Research Corp 299k $3.4M 5% Dec 2023
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RFG Advisory 297k $3.4M -24% Dec 2023
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First PREMIER Bank 286k $3.3M -2% Dec 2023
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Atria Investments 278k $3.2M -10% Dec 2023
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Kades & Cheifetz 276k $3.2M 56% Dec 2023
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Strategic Investment Solutions 260k $2.8M 3136% Sep 2023
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Stratos Wealth Partners 242k $2.8M 93% Dec 2023
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Geneos Wealth Management 242k $2.8M 3% Dec 2023
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Principal Securities 241k $2.8M 100% Dec 2023
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KG&L Capital Management 232k $2.7M 19% Dec 2023
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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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Charles Schwab Trust 230k $2.6M 66% Dec 2023
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Stephens 226k $2.5M -9% Sep 2023
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First Trust Advisors 216k $2.4M 38% Sep 2023
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Baker Avenue Asset Management 211k $2.4M 14905% Dec 2023
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Integrated Advisors Network 208k $2.4M -3% Dec 2023
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Mercer Global Advisors 202k $2.3M -9% Dec 2023
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Orion Portfolio Solutions 200k $2.3M -10% Dec 2023
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Steward Partners Investment Advisory 194k $2.2M -8% Dec 2023
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Atlantic Trust 192k $2.1M -5% Sep 2023
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O'rourke & Company 192k $2.2M -7% Dec 2023
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Sontag Advisory 191k $2.2M 2% Dec 2023
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Daymark Wealth Partners 190k $2.2M -22% Dec 2023
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HBK Sorce Advisory 184k $2.1M -16% Dec 2023
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Mariner Wealth Advisors 183k $2.1M 139% Dec 2023
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HPM Partners 176k $2.0M -19% Dec 2023
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Brian McDonald 175k $1.9M 159% Sep 2023
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Beta Wealth 174k $2.0M -3% Dec 2023
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Old National Trust Company 170k $2.0M -2% Dec 2023
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Jane Street 167k $1.9M -49% Dec 2023
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Advisory Alpha 166k $1.9M -12% Dec 2023
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GRT Capital Partners 166k $1.8M 3% Sep 2023
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Howard Wealth Management 165k $1.9M -13% Dec 2023
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Etesian Wealth Advisors 163k $1.9M -12% Dec 2023
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Oppenheimer & Co 159k $1.7M 6% Sep 2023
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Boothe Investment Group 158k $1.8M 4% Dec 2023
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Invesco 155k $1.7M -7% Sep 2023
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NewEdge Wealth 147k $1.7M 3% Dec 2023
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Guggenheim Capital, LLC Managers 137k $1.6M 6% Dec 2023
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Thrivent Financial for Lutherans 137k $1.5M -48% Sep 2023
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Transcend Wealth Collective 136k $1.6M -21% Dec 2023
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StoneCrest Wealth Management 136k $1.6M 100% Dec 2023
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White Pine Capital 135k $1.6M 47% Dec 2023
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Strategic Financial 129k $1.5M 72% Dec 2023
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MONECO Advisors 127k $1.5M -1% Dec 2023
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Global Retirement Partners 114k $1.3M -24% Dec 2023
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Fifth Third Securities 113k $1.2M 118% Sep 2023
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D L Carlson Investment Group 110k $1.3M -70% Dec 2023
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Diam 110k $1.3M -3% Dec 2023
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BEAM Asset Management 109k $1.3M -7% Dec 2023
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Ohio Valley Financial 108k $1.2M 21% Dec 2023
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Shulman DeMeo Asset Management 108k $1.2M 0% Dec 2023
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H D Vest Advisory Services 108k $1.2M 6% Dec 2023
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Apollon Wealth Management 106k $1.2M 0% Dec 2023
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Shufro Rose & Co 106k $1.2M 0% Dec 2023
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Madison Wealth Partners 103k $1.2M 100% Dec 2023
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Citadel Advisors 100k $1.2M 150% Dec 2023
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Old Mission Capital 97k $1.1M 100% Sep 2023
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Sequoia Financial Advisors 95k $1.1M -29% Dec 2023
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Kingsview Wealth Management 93k $1.1M -59% Dec 2023
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Goss Wealth Management 92k $1.0M -12% Sep 2023
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Beacon Pointe Advisors 92k $1.1M -24% Dec 2023
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Guidance Capital 91k $1.0M -29% Dec 2023
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Northwestern Mutual Wealth Management Company 90k $986k -51% Sep 2023
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Wealth Enhancement Advisory Services 90k $1.0M -26% Dec 2023
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Albion Financial Group 88k $1.0M -13% Dec 2023
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Captrust Financial Advisors 88k $1.0M -1% Dec 2023
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Butensky & Cohen Financial Security 88k $1.0M -18% Dec 2023
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Western Wealth Management 84k $963k 225% Dec 2023
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Sei Investments 83k $908k 0% Sep 2023
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AlphaCore Capital 82k $901k 0% Sep 2023
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Citigroup 81k $933k 114% Dec 2023
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Jackson, Grant Investment Advisers 81k $929k -40% Dec 2023
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Cullen Frost Bankers 79k $909k 0% Dec 2023
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Balanced Wealth Group 79k $906k 100% Dec 2023
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Gould Asset Management 78k $896k -1% Dec 2023
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Accel Wealth Management 78k $890k -9% Dec 2023
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Independent Wealth Network 77k $883k 4% Dec 2023
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D.A. Davidson & Co. 76k $867k 2% Dec 2023
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Gratus Capital 75k $860k 0% Dec 2023
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Glaxis Capital Management 73k $837k 508% Dec 2023
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Pnc Financial Services 73k $834k -4% Dec 2023
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Coastwise Capital Group 71k $820k -17% Dec 2023
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Central Trust & Investment 71k $819k -6% Dec 2023
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CFG Asset Management 71k $812k 6% Dec 2023
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Two Sigma Securities 70k $798k 98% Dec 2023
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Independence Bank of Kentucky 70k $797k -11% Dec 2023
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Merit Financial Group 67k $767k -75% Dec 2023
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Colony Group 62k $673k -19% Sep 2023
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Godshalk Welsh Capital Management 53k $608k -47% Dec 2023
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Aletheian Wealth Advisors 53k $606k -35% Dec 2023
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Lido Advisors 44k $501k -91% Dec 2023
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GPS Wealth Strategies Group 43k $492k -55% Dec 2023
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Flagship Harbor Advisors 42k $482k -67% Dec 2023
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Goldman Sachs Group 40k $461k -76% Dec 2023
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Wambolt & Associates 39k $447k -60% Dec 2023
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Sigma Planning 35k $400k -52% Dec 2023
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Sowell Financial Services 24k $279k -70% Dec 2023
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FinTrust Capital Advisors 21k $225k -76% Sep 2023
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Sax Wealth Advisors 16k $184k -87% Dec 2023
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Cohen & Steers Capital Management 624.00 $7.0k -100% Sep 2023
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Who sold out of Pgx etf?

Fund or Company Name Date Sold Shares Held Valued At
Hibernia Wealth Partners Sep 2023 499k $5.5M
Leicht Financial Planning & Wealth Management Sep 2023 321k $3.5M
Blue Fin Capital Sep 2023 229k $2.5M
SWS Partners Jun 2023 204k $2.3M
Renaissance Technologies Jun 2023 143k $1.6M