Roger Wittlin Investment Advisory »

Pgx etf shares owned by Roger Wittlin Investment Advisory

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

Historical chart of Roger Wittlin Investment Advisory investment in Pgx etf

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pgx etf by Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $129k 11k 11.88
2023-12-31 $122k 11k 11.47
2023-09-30 $115k 11k 10.95
2023-06-30 $117k 10k 11.37
2023-03-31 $149k 13k 11.48

More positions owned by Roger Wittlin Investment Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Roger Wittlin Investment 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