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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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 | 55M | $682M | 0% | Sep 2024 |
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Wells Fargo & Company | 15M | $181M | -2% | Sep 2024 |
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LPL Financial | 13M | $158M | -6% | Sep 2024 |
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Morgan Stanley | 8.3M | $96M | 5% | Jun 2024 |
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Royal Bank of Canada | 3.7M | $46M | 2% | Sep 2024 |
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Hanson McClain Advisors | 3.6M | $44M | 4% | Sep 2024 |
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Spectrum Asset Management | 3.5M | $43M | 1064% | Sep 2024 |
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Bessemer | 3.5M | $43M | -32% | Sep 2024 |
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Advisor Group Holdings | 2.0M | $25M | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 1.8M | $22M | 72% | Sep 2024 |
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Raymond James Financial Services Advisors | 1.6M | $20M | 17% | Sep 2024 |
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Huntington National Bank | 1.6M | $20M | -10% | Sep 2024 |
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ACT Advisors | 1.4M | $17M | 100% | Sep 2024 |
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Checchi Capital Advisers | 1.3M | $16M | 8% | Sep 2024 |
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Commonwealth Equity Services | 1.3M | $16M | 9% | Sep 2024 |
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Wright Fund Managment | 1.3M | $15M | 100% | Sep 2024 |
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Advisors Management Group | 1.2M | $15M | 3% | Sep 2024 |
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Iowa State Bank | 1.1M | $14M | -15% | Sep 2024 |
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Goldman Sachs Group | 1.1M | $13M | 25% | Jun 2024 |
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Intrepid Financial Planning Group | 1.1M | $13M | -5% | Sep 2024 |
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Envestnet Asset Management | 1.0M | $13M | 7% | Sep 2024 |
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Marshall Wace | 952k | $12M | -1% | Sep 2024 |
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Susquehanna International | 951k | $12M | 1109% | Sep 2024 |
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Cohen & Steers Capital Management | 939k | $11M | -74% | Jun 2024 |
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Stifel Financial | 891k | $10M | 10% | Jun 2024 |
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Cambridge Investment Research Advisors | 874k | $11M | 0% | Sep 2024 |
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Creative Planning | 835k | $10M | 0% | Sep 2024 |
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Cetera Investment Advisers | 769k | $8.9M | 4% | Jun 2024 |
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Garrett Wealth Advisory Group | 717k | $8.9M | 3% | Sep 2024 |
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Raymond James & Associates | 667k | $8.2M | -28% | Sep 2024 |
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First National Bank & Trust Co Of Newtown | 663k | $8.2M | -1% | Sep 2024 |
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Archetype Wealth Partners | 661k | $8.2M | 1% | Sep 2024 |
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Stonebridge Advisors | 659k | $7.6M | -61% | Jun 2024 |
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Live Oak Investment Partners | 647k | $8.0M | 1% | Sep 2024 |
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Hartland & Co | 625k | $7.7M | 2324% | Sep 2024 |
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McAdam | 607k | $7.5M | -13% | Sep 2024 |
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Private Advisor | 592k | $7.3M | -1% | Sep 2024 |
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Atria Investments | 569k | $7.0M | 4% | Sep 2024 |
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Barclays | 556k | $6.9M | 18430% | Sep 2024 |
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Price Capital Management | 553k | $6.8M | 100% | Sep 2024 |
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Prairiewood Capital | 529k | $6.5M | 7% | Sep 2024 |
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Branch Banking & Trust Company | 528k | $6.1M | -8% | Jun 2024 |
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RFG Advisory | 496k | $6.1M | 3% | Sep 2024 |
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AE Wealth Management | 493k | $6.1M | 1424% | Sep 2024 |
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Cherry Tree Wealth Management | 492k | $6.1M | 1% | Sep 2024 |
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Mml Investors Services | 483k | $6.0M | -8% | Sep 2024 |
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Rockefeller Capital Management | 483k | $5.6M | -10% | Jun 2024 |
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Janney Montgomery Scott | 475k | $5.9M | 3% | Sep 2024 |
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Plimoth Trust | 465k | $5.7M | -4% | Sep 2024 |
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Noesis Capital Management Corp. | 442k | $5.1M | 2% | Jun 2024 |
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Sound Income Strategies | 438k | $5.4M | 4% | Sep 2024 |
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William Blair $ Company | 399k | $4.9M | 1% | Sep 2024 |
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Integrated Wealth Concepts | 387k | $4.8M | 0% | Sep 2024 |
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Geneos Wealth Management | 376k | $4.3M | 39% | Jun 2024 |
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Investors Research Corp | 364k | $4.5M | 9% | Sep 2024 |
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KCM Investment Advisors | 359k | $4.4M | -3% | Sep 2024 |
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Apollon Wealth Management | 350k | $4.3M | -86% | Sep 2024 |
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Sanctuary Advisors | 344k | $3.9M | 100% | Jun 2024 |
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Synergy Financial Management | 323k | $4.0M | 100% | Sep 2024 |
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Acute Investment Advisory | 322k | $4.0M | 100% | Sep 2024 |
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Ohio Valley Financial | 316k | $3.9M | 9% | Sep 2024 |
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Honkamp Krueger Financial Services | 308k | $3.6M | -9% | Jun 2024 |
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First PREMIER Bank | 291k | $3.6M | -2% | Sep 2024 |
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First Hawaiian Bank | 290k | $3.6M | -1% | Sep 2024 |
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Kades & Cheifetz | 266k | $3.3M | 2% | Sep 2024 |
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Wolverine Trading | 261k | $3.2M | 514% | Sep 2024 |
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Stephens | 254k | $3.1M | 9% | Sep 2024 |
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Kestra Advisory Services | 251k | $3.1M | -46% | Sep 2024 |
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CoreCap Advisors | 237k | $2.9M | 2865% | Sep 2024 |
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Baker Avenue Asset Management | 227k | $2.8M | 5% | Sep 2024 |
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Sowell Financial Services | 224k | $2.8M | 14% | Sep 2024 |
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HBK Sorce Advisory | 217k | $2.7M | 0% | Sep 2024 |
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Pensionmark Financial Group | 215k | $2.5M | 100% | Jun 2024 |
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Boothe Investment Group | 214k | $2.6M | 8% | Sep 2024 |
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Oppenheimer & Co | 211k | $2.6M | 0% | Sep 2024 |
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Sanibel Captiva Trust Company | 204k | $2.5M | -12% | Sep 2024 |
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Gyl Financial Synergies | 202k | $2.5M | 0% | Sep 2024 |
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Mariner Wealth Advisors | 201k | $2.5M | 7% | Sep 2024 |
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Principal Securities | 200k | $2.5M | -3% | Sep 2024 |
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Daymark Wealth Partners | 197k | $2.4M | 6% | Sep 2024 |
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KG&L Capital Management | 195k | $2.4M | -5% | Sep 2024 |
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Integrated Advisors Network | 194k | $2.4M | -1% | Sep 2024 |
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Steward Partners Investment Advisory | 193k | $2.2M | 2% | Jun 2024 |
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White Pine Capital | 191k | $2.4M | -4% | Sep 2024 |
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Orion Portfolio Solutions | 191k | $2.4M | -8% | Sep 2024 |
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IFP Advisors | 189k | $2.2M | 2% | Jun 2024 |
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StoneCrest Wealth Management | 178k | $2.2M | 8% | Sep 2024 |
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Atlantic Trust | 177k | $2.2M | 0% | Sep 2024 |
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Transcend Wealth Collective | 170k | $2.1M | 8% | Sep 2024 |
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Mercer Global Advisors | 163k | $1.9M | -11% | Jun 2024 |
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Charles Schwab Trust | 161k | $2.0M | -28% | Sep 2024 |
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Transatlantique Private Wealth | 161k | $2.0M | -2% | Sep 2024 |
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Brian McDonald | 160k | $2.0M | -4% | Sep 2024 |
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Wealth Enhancement Advisory Services | 155k | $1.8M | 43% | Jun 2024 |
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Advisory Alpha | 153k | $1.9M | 0% | Sep 2024 |
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Sigma Planning | 152k | $1.9M | 29% | Sep 2024 |
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Global Retirement Partners | 149k | $1.8M | -5% | Sep 2024 |
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Hilton Capital Management | 148k | $1.8M | -2% | Sep 2024 |
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Guggenheim Capital, LLC Managers | 139k | $1.7M | 0% | Sep 2024 |
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Etesian Wealth Advisors | 135k | $1.7M | -11% | Sep 2024 |
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Goss Wealth Management | 131k | $1.5M | 34% | Jun 2024 |
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Invesco | 128k | $1.6M | -2% | Sep 2024 |
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HPM Partners | 118k | $1.5M | -8% | Sep 2024 |
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Albion Financial Group | 118k | $1.5M | 26% | Sep 2024 |
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Sontag Advisory | 118k | $1.5M | 26% | Sep 2024 |
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Gotham Asset Management | 113k | $1.4M | 0% | Sep 2024 |
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Shulman DeMeo Asset Management | 108k | $1.3M | 0% | Sep 2024 |
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Mosaic Financial Group | 105k | $1.3M | -1% | Sep 2024 |
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BEAM Asset Management | 105k | $1.3M | -3% | Sep 2024 |
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Diam | 100k | $1.2M | 6% | Sep 2024 |
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H D Vest Advisory Services | 100k | $1.1M | -10% | Jun 2024 |
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Stratos Wealth Partners | 99k | $1.2M | -5% | Sep 2024 |
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Madison Wealth Partners | 98k | $1.2M | -2% | Sep 2024 |
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Principal Financial Group | 95k | $1.2M | 633% | Sep 2024 |
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Kingsview Wealth Management | 94k | $1.2M | -2% | Sep 2024 |
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Balanced Wealth Group | 94k | $1.2M | 6% | Sep 2024 |
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Jones Financial Companies, L.L | 93k | $1.2M | 2182% | Sep 2024 |
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Captrust Financial Advisors | 88k | $1.1M | 1% | Sep 2024 |
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Flagship Harbor Advisors | 86k | $1.1M | 99% | Sep 2024 |
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One Capital Management | 85k | $1.0M | -76% | Sep 2024 |
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Independent Wealth Network | 85k | $1.0M | 3% | Sep 2024 |
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Sequoia Financial Advisors | 84k | $1.0M | -4% | Sep 2024 |
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CI Private Wealth | 84k | $1.0M | -6% | Sep 2024 |
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Colony | 83k | $1.0M | 47% | Sep 2024 |
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Shufro Rose & Co | 83k | $960k | -7% | Sep 2024 |
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Sei Investments | 83k | $1.0M | 0% | Sep 2024 |
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Jackson, Grant Investment Advisers | 82k | $1.0M | 1% | Sep 2024 |
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Federation des caisses Desjardins du Quebec | 82k | $1.0M | -12% | Sep 2024 |
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Crew Capital Management | 81k | $1.0M | 11% | Sep 2024 |
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CFG Asset Management | 81k | $1.0M | 3% | Sep 2024 |
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Glaxis Capital Management | 80k | $988k | 0% | Sep 2024 |
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Gries Financial | 80k | $982k | 42% | Sep 2024 |
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Gould Asset Management | 78k | $964k | -2% | Sep 2024 |
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Prosperity Consulting Group | 78k | $960k | 100% | Sep 2024 |
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Jane Street | 75k | $931k | 86% | Sep 2024 |
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D.A. Davidson & Co. | 75k | $871k | -1% | Jun 2024 |
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Gratus Capital | 75k | $866k | 0% | Jun 2024 |
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Butensky & Cohen Financial Security | 74k | $918k | -5% | Sep 2024 |
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Good Life Advisors | 71k | $872k | 91% | Sep 2024 |
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NewEdge Wealth | 70k | $868k | -32% | Sep 2024 |
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Cullen Frost Bankers | 69k | $854k | 0% | Sep 2024 |
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Old National Trust Company | 67k | $833k | 0% | Sep 2024 |
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Coastwise Capital Group | 65k | $807k | -1% | Sep 2024 |
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Two Sigma Securities | 65k | $754k | 54% | Jun 2024 |
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1620 Investment Advisors | 62k | $770k | -1% | Sep 2024 |
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CSM Advisors | 62k | $762k | 0% | Sep 2024 |
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Brookstone Capital Management | 61k | $750k | 52% | Sep 2024 |
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Levy Wealth Management Group | 61k | $699k | 0% | Jun 2024 |
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Ashton Thomas Private Wealth | 60k | $742k | 0% | Sep 2024 |
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Accel Wealth Management | 58k | $719k | -13% | Sep 2024 |
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Independence Bank of Kentucky | 56k | $696k | -11% | Sep 2024 |
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Beta Wealth | 47k | $586k | -39% | Sep 2024 |
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Thrivent Financial for Lutherans | 45k | $555k | -65% | Sep 2024 |
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Howard Wealth Management | 40k | $491k | -56% | Sep 2024 |
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Renaissance Technologies | 32k | $390k | -71% | Sep 2024 |
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Citadel Advisors | 22k | $270k | -85% | Sep 2024 |
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Who sold out of Pgx etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Advisors Preferred | Jun 2024 | 537k | $6.2M |
Liberty Wealth Management | Jun 2024 | 234k | $237k |
Bluefin Capital Management | Jun 2024 | 141k | $1.6M |
Hrt Financial | Jun 2024 | 131k | $1.5M |
Community Fin'l Svs | Jun 2024 | 73k | $841k |