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Pgx etf shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $12 1 12.00
2023-12-31 $23 2 11.50

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View all positions for GoalVest Advisory

Top funds holding Pgx etf

Bank of America Corporation
Wells Fargo & Company
LPL Financial
Ameriprise Financial
Morgan Stanley
UBS Group
Bessemer
Cohen & Steers Capital Management
Spectrum Asset Management
Royal Bank of Canada
Hanson McClain Advisors
Advisor Group Holdings
Huntington National Bank
Stonebridge Advisors
Wright Fund Managment

View all funds holding Pgx etf