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 | 57M | $653M | -3% | Dec 2023 |
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| Wells Fargo & Company | 15M | $176M | -1% | Dec 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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| Huntington National Bank | 2.0M | $23M | -11% | Dec 2023 |
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| Advisor Group Holdings | 1.8M | $21M | -33% | Dec 2023 |
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| Stonebridge Advisors | 1.7M | $20M | -10% | Mar 2024 |
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| Jpmorgan Chase & Co | 1.5M | $18M | -12% | Dec 2023 |
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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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| 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 | 905k | $11M | -4% | Mar 2024 |
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| Granite Bay Wealth Management | 897k | $9.8M | -1% | Dec 2023 |
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| Raymond James & Associates | 889k | $11M | 8% | Mar 2024 |
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| Creative Planning | 860k | $9.9M | -3% | 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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| McAdam | 671k | $8.0M | 8% | 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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| Principal Financial Group | 603k | $6.9M | 3516% | Dec 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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| Marshall Wace | 510k | $5.8M | 100% | Dec 2023 |
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| Plimoth Trust | 504k | $6.0M | 4% | Mar 2024 |
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| Cherry Tree Wealth Management | 499k | $5.7M | 9% | Dec 2023 |
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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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| 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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| 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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| 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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| Gyl Financial Synergies | 328k | $3.8M | 27% | Dec 2023 |
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| First PREMIER Bank | 326k | $3.9M | 14% | Mar 2024 |
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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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| 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 | 276k | $3.2M | 56% | Dec 2023 |
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| Retireful | 251k | $3.0M | 100% | Mar 2024 |
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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 | 220k | $2.6M | -5% | Mar 2024 |
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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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| 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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| O'rourke & Company | 184k | $2.2M | -4% | Mar 2024 |
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| Mariner Wealth Advisors | 183k | $2.1M | 139% | Dec 2023 |
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| StoneCrest Wealth Management | 182k | $2.2M | 35% | Mar 2024 |
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| HPM Partners | 176k | $2.0M | -19% | Dec 2023 |
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| Beta Wealth | 174k | $2.0M | -3% | 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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| Howard Wealth Management | 165k | $1.9M | -13% | Dec 2023 |
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| Boothe Investment Group | 158k | $1.8M | 4% | Dec 2023 |
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| Etesian Wealth Advisors | 158k | $1.9M | -3% | Mar 2024 |
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| NewEdge Wealth | 147k | $1.7M | 3% | Dec 2023 |
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| Old National Trust Company | 146k | $1.7M | -14% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 137k | $1.6M | 6% | Dec 2023 |
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| Transcend Wealth Collective | 136k | $1.6M | -21% | Dec 2023 |
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| Stratos Wealth Partners | 136k | $1.6M | -44% | Mar 2024 |
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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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| 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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| Diam | 110k | $1.3M | -3% | Dec 2023 |
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| BEAM Asset Management | 109k | $1.3M | -7% | Dec 2023 |
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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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| Ohio Valley Financial | 108k | $1.2M | 21% | Dec 2023 |
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| Shulman DeMeo Asset Management | 108k | $1.3M | 0% | Mar 2024 |
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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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| Global Retirement Partners | 100k | $1.2M | -12% | Mar 2024 |
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| Albion Financial Group | 96k | $1.1M | 9% | Mar 2024 |
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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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| Beacon Pointe Advisors | 92k | $1.1M | -24% | Dec 2023 |
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| Captrust Financial Advisors | 88k | $1.0M | -1% | Dec 2023 |
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| Western Wealth Management | 84k | $963k | 225% | Dec 2023 |
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| Butensky & Cohen Financial Security | 82k | $971k | -7% | Mar 2024 |
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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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| 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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| Accel Wealth Management | 73k | $863k | -6% | Mar 2024 |
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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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| Merit Financial Group | 67k | $767k | -75% | Dec 2023 |
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| Stone Point Wealth | 67k | $765k | -3% | Dec 2023 |
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| Independence Bank of Kentucky | 66k | $787k | -5% | Mar 2024 |
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| Wilbanks Smith & Thomas Asset Management | 66k | $759k | 150% | Dec 2023 |
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| Mirae Asset Global Investments | 63k | $720k | 100% | Dec 2023 |
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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 | 60k | $685k | 20% | Dec 2023 |
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| 1620 Investment Advisors | 60k | $684k | -12% | Dec 2023 |
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| Colony | 57k | $648k | 100% | Dec 2023 |
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| Optimum Investment Advisors | 56k | $670k | 1% | Mar 2024 |
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| Godshalk Welsh Capital Management | 53k | $608k | -47% | Dec 2023 |
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| Aletheian Wealth Advisors | 53k | $627k | 0% | Mar 2024 |
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| DHK Financial Advisors | 52k | $599k | 2% | Dec 2023 |
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| Retirement Group | 52k | $593k | -2% | Dec 2023 |
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| Summit Financial | 48k | $574k | 57% | Mar 2024 |
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| Wagner Wealth Management | 48k | $572k | 100% | Mar 2024 |
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| SRS Capital Advisors | 47k | $544k | -15% | Dec 2023 |
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| Hilton Capital Management | 47k | $537k | -10% | Dec 2023 |
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| Narwhal Capital Management | 46k | $528k | 0% | Dec 2023 |
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| International Assets Investment Management | 46k | $542k | 17% | Mar 2024 |
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| Rockland Trust | 45k | $533k | 0% | Mar 2024 |
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| Koshinski Asset Management | 44k | $510k | -31% | Dec 2023 |
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| Bristlecone Advisors | 44k | $525k | 0% | Mar 2024 |
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| Paragon Private Wealth Management | 44k | $506k | -7% | Dec 2023 |
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| Atria Wealth Solutions | 44k | $502k | -13% | 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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| AE Wealth Management | 42k | $500k | -27% | Dec 2023 |
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| HighTower Advisors | 40k | $462k | -33% | 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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| Private Trust Co Na | 37k | $428k | -28% | Dec 2023 |
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| J. W. Coons Advisors | 37k | $421k | -40% | Dec 2023 |
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| Sigma Planning | 35k | $400k | -52% | Dec 2023 |
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| Landaas & Co | 34k | $388k | -48% | Dec 2023 |
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| Sowell Financial Services | 24k | $279k | -70% | Dec 2023 |
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| Joule Financial | 23k | $265k | -64% | Dec 2023 |
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| Sax Wealth Advisors | 16k | $184k | -87% | Dec 2023 |
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| Ameritas Advisory Services | 14k | $164k | -74% | Dec 2023 |
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| Chicago Partners Investment | 12k | $135k | -80% | Dec 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 |
| Guidance Capital | Dec 2023 | 91k | $1.0M |
| Independent Wealth Network | Dec 2023 | 77k | $883k |
| Brighton Jones | Sep 2023 | 53k | $581k |
| Paradigm, Strategies in Wealth Management | Sep 2023 | 52k | $568k |