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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 15M | $173M | 4% | Dec 2025 |
|
| Bramshill Investments | 7.3M | $82M | 100% | Dec 2025 |
|
| LPL Financial | 5.7M | $64M | -12% | Dec 2025 |
|
| Spectrum Asset Management | 5.4M | $60M | 48% | Dec 2025 |
|
| UBS Group | 5.3M | $60M | 32% | Dec 2025 |
|
| Jpmorgan Chase & Co | 4.4M | $52M | 100% | Sep 2025 |
|
| Ameriprise Financial | 4.1M | $47M | 2% | Dec 2025 |
|
| Bessemer | 3.5M | $42M | 0% | Dec 2025 |
|
| Royal Bank of Canada | 3.2M | $38M | 5% | Sep 2025 |
|
| Hanson McClain Advisors | 3.2M | $36M | 5% | Dec 2025 |
|
| Raymond James Financial | 2.7M | $31M | -7% | Dec 2025 |
|
| Cohen & Steers Capital Management | 2.2M | $24M | 1882% | Dec 2025 |
|
| First Trust Advisors | 2.0M | $22M | 100% | Dec 2025 |
|
| Hartland & Co | 1.7M | $19M | 38% | Dec 2025 |
|
| Advisor Group Holdings | 1.3M | $15M | -21% | Dec 2025 |
|
| Checchi Capital Advisers | 1.3M | $15M | -13% | Dec 2025 |
|
| Huntington National Bank | 1.3M | $14M | -4% | Dec 2025 |
|
| Mader & Shannon Wealth Management | 1.2M | $14M | 0% | Dec 2025 |
|
| Commonwealth Equity Services | 1.2M | $14M | -6% | Dec 2025 |
|
| Cary Street Partners Financial | 1.1M | $12M | -2% | Dec 2025 |
|
| Private Advisor | 953k | $11M | 6% | Dec 2025 |
|
| MAI Wealth Advisors | 919k | $10M | 4% | Dec 2025 |
|
| Stonebridge Advisors | 792k | $8.9M | 1819% | Dec 2025 |
|
| Rockefeller Capital Management | 758k | $8.5M | -7% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 752k | $8.5M | -5% | Dec 2025 |
|
| Trinity Legacy Partners | 718k | $8.1M | 3866% | Dec 2025 |
|
| Prairiewood Capital | 656k | $7.4M | 0% | Dec 2025 |
|
| Envestnet Asset Management | 604k | $6.8M | -8% | Dec 2025 |
|
| First National Bank & Trust Co Of Newtown | 602k | $6.8M | -5% | Dec 2025 |
|
| Quadrature Capital | 601k | $6.8M | 100% | Dec 2025 |
|
| Manske Wealth Management | 590k | $6.6M | -1% | Dec 2025 |
|
| Intrepid Financial Planning Group | 589k | $6.6M | -15% | Dec 2025 |
|
| Principal Financial Group | 571k | $6.4M | 100% | Dec 2025 |
|
| Stifel Financial | 565k | $6.3M | -6% | Dec 2025 |
|
| Investors Research Corp | 541k | $6.1M | 6% | Dec 2025 |
|
| Janney Montgomery Scott | 540k | $6.1M | 7% | Dec 2025 |
|
| Branch Banking & Trust Company | 520k | $5.8M | -3% | Dec 2025 |
|
| Creative Planning | 517k | $5.8M | -41% | Dec 2025 |
|
| McAdam | 471k | $5.3M | 1% | Dec 2025 |
|
| Sound Income Strategies | 463k | $5.3M | 8% | Dec 2025 |
|
| Wealth Enhancement Advisory Services | 443k | $5.0M | -4% | Dec 2025 |
|
| Plimoth Trust | 440k | $4.9M | -4% | Dec 2025 |
|
| William Blair $ Company | 410k | $4.8M | 13% | Sep 2025 |
|
| Noesis Capital Management Corp. | 407k | $4.6M | 0% | Dec 2025 |
|
| Archetype Wealth Partners | 403k | $4.5M | -11% | Dec 2025 |
|
| Ohio Valley Financial | 396k | $4.5M | -4% | Dec 2025 |
|
| Colony | 385k | $4.4M | -9% | Dec 2025 |
|
| Cetera Investment Advisers | 383k | $4.3M | -2% | Dec 2025 |
|
| Integrated Wealth Concepts | 381k | $4.3M | -15% | Dec 2025 |
|
| Geneos Wealth Management | 361k | $4.1M | -2% | Dec 2025 |
|
| Baker Avenue Asset Management | 298k | $3.3M | 9% | Dec 2025 |
|
| Cordoba Advisory Partners | 293k | $3.3M | 100% | Dec 2025 |
|
| Transatlantique Private Wealth | 270k | $3.0M | 23% | Dec 2025 |
|
| First Hawaiian Bank | 263k | $3.0M | 6% | Dec 2025 |
|
| KCM Investment Advisors | 257k | $2.9M | -3% | Dec 2025 |
|
| Charles Schwab Trust | 241k | $2.7M | -1% | Dec 2025 |
|
| Steward Partners Investment Advisory | 224k | $2.5M | 17% | Dec 2025 |
|
| Marex Group | 220k | $2.5M | 100% | Dec 2025 |
|
| Prudential Financial | 219k | $2.5M | 6% | Dec 2025 |
|
| Global Retirement Partners | 217k | $2.4M | -25% | Dec 2025 |
|
| Mml Investors Services | 216k | $2.4M | 5% | Dec 2025 |
|
| Susquehanna International | 215k | $2.4M | 201% | Dec 2025 |
|
| First PREMIER Bank | 213k | $2.4M | -13% | Dec 2025 |
|
| Ubs Global Asset Management Americas | 204k | $2.3M | 100% | Dec 2025 |
|
| HBK Sorce Advisory | 204k | $2.3M | 10% | Dec 2025 |
|
| Pensionmark Financial Group | 201k | $2.1M | 4% | Dec 2025 |
|
| KG&L Capital Management | 199k | $2.2M | 1% | Dec 2025 |
|
| Stephens | 196k | $2.2M | -5% | Dec 2025 |
|
| White Pine Capital | 196k | $2.2M | 3% | Dec 2025 |
|
| Kestra Advisory Services | 177k | $2.0M | -14% | Dec 2025 |
|
| Honkamp Krueger Financial Services | 170k | $1.9M | -3% | Dec 2025 |
|
| Baird Financial | 168k | $1.9M | -3% | Dec 2025 |
|
| Brian McDonald | 167k | $1.9M | 28% | Dec 2025 |
|
| Fiduciary Advisors | 165k | $1.8M | -3% | Dec 2025 |
|
| Jones Financial Companies, L.L | 164k | $1.8M | -2% | Dec 2025 |
|
| GeoWealth Management | 162k | $1.8M | 100% | Dec 2025 |
|
| Catalytic Wealth RIA | 162k | $1.8M | 100% | Dec 2025 |
|
| CLS Investments | 159k | $1.8M | -3% | Dec 2025 |
|
| Buck Wealth Strategies | 159k | $1.8M | 1069% | Dec 2025 |
|
| GRT Capital Partners | 156k | $1.8M | 2% | Dec 2025 |
|
| IFP Advisors | 155k | $1.7M | -23% | Dec 2025 |
|
| Guggenheim Capital, LLC Managers | 148k | $1.7M | 7% | Dec 2025 |
|
| Albion Financial Group | 140k | $1.6M | -14% | Dec 2025 |
|
| CFG Asset Management | 137k | $1.5M | -7% | Dec 2025 |
|
| HPM Partners | 130k | $1.5M | 2% | Dec 2025 |
|
| Tudor Financial | 128k | $1.4M | 8% | Dec 2025 |
|
| Principal Securities | 126k | $1.4M | -3% | Dec 2025 |
|
| Gotham Asset Management | 122k | $1.4M | 8% | Sep 2025 |
|
| Goss Wealth Management | 122k | $1.4M | -13% | Dec 2025 |
|
| Ibex Wealth Advisors | 120k | $1.4M | -8% | Dec 2025 |
|
| HighTower Advisors | 120k | $1.3M | -13% | Dec 2025 |
|
| Jackson, Grant Investment Advisers | 117k | $1.3M | 154% | Dec 2025 |
|
| Independent Wealth Network | 113k | $1.3M | 0% | Dec 2025 |
|
| Atlantic Trust | 111k | $1.2M | -12% | Dec 2025 |
|
| RFG Advisory | 111k | $1.2M | -17% | Dec 2025 |
|
| Wiley Bros.-aintree Capital | 110k | $1.2M | 3% | Dec 2025 |
|
| Mariner Wealth Advisors | 107k | $1.2M | -9% | Dec 2025 |
|
| Warren Averett Asset Management | 106k | $1.2M | -12% | Dec 2025 |
|
| Invesco | 106k | $1.2M | 0% | Dec 2025 |
|
| Shulman DeMeo Asset Management | 102k | $1.1M | -4% | Dec 2025 |
|
| Mosaic Financial Group | 99k | $1.1M | 0% | Dec 2025 |
|
| Renaissance Technologies | 97k | $1.1M | 100% | Dec 2025 |
|
| Shufro Rose & Co | 93k | $1.0M | 36% | Dec 2025 |
|
| Wealth Advisory Solutions | 91k | $1.0M | 13% | Dec 2025 |
|
| BEAM Asset Management | 88k | $991k | -2% | Dec 2025 |
|
| Mercer Global Advisors | 84k | $945k | -24% | Dec 2025 |
|
| AlphaCore Capital | 84k | $944k | 1% | Dec 2025 |
|
| Massmutual Trust | 80k | $894k | 15% | Dec 2025 |
|
| Gould Asset Management | 75k | $870k | -6% | Sep 2025 |
|
| Federation des caisses Desjardins du Quebec | 71k | $803k | 0% | Dec 2025 |
|
| Captrust Financial Advisors | 71k | $801k | -2% | Dec 2025 |
|
| D.A. Davidson & Co. | 71k | $796k | -3% | Dec 2025 |
|
| Lion Street Advisors | 70k | $1.1M | 83% | Sep 2025 |
|
| Cherry Tree Wealth Management | 70k | $782k | -17% | Dec 2025 |
|
| Stratos Wealth Partners | 69k | $780k | -1% | Dec 2025 |
|
| Amicus Financial Advisors | 68k | $768k | 100% | Dec 2025 |
|
| Oppenheimer & Co | 68k | $766k | -76% | Dec 2025 |
|
| Pines Wealth Management | 66k | $740k | 60% | Dec 2025 |
|
| CIBC World Markets | 66k | $737k | 2% | Dec 2025 |
|
| Lido Advisors | 61k | $711k | 0% | Dec 2025 |
|
| Integrity Alliance | 60k | $673k | 100% | Dec 2025 |
|
| Sanctuary Advisors | 59k | $667k | -1% | Dec 2025 |
|
| New England Private Wealth Advisors | 59k | $660k | 2% | Dec 2025 |
|
| Greenup Street Wealth Management | 58k | $649k | -4% | Dec 2025 |
|
| Wagner Wealth Management | 57k | $643k | -2% | Dec 2025 |
|
| 1620 Investment Advisors | 56k | $626k | -2% | Dec 2025 |
|
| Sequoia Financial Advisors | 55k | $623k | -11% | Dec 2025 |
|
| Aletheian Wealth Advisors | 55k | $642k | 0% | Sep 2025 |
|
| Christensen, King & Associates Investment Services | 55k | $621k | 0% | Dec 2025 |
|
| Sanibel Captiva Trust Company | 55k | $620k | -36% | Dec 2025 |
|
| Private Trust Co Na | 54k | $610k | 1% | Dec 2025 |
|
| Prosperity Consulting Group | 54k | $606k | -29% | Dec 2025 |
|
| Coastwise Capital Group | 52k | $586k | 1% | Dec 2025 |
|
| Insigneo Advisory Services | 52k | $586k | 100% | Dec 2025 |
|
| Summit Financial | 51k | $572k | -15% | Dec 2025 |
|
| Concurrent Investment Advisors | 50k | $567k | -3% | Dec 2025 |
|
| Massey, Quick & Co | 50k | $567k | -15% | Dec 2025 |
|
| Etesian Wealth Advisors | 50k | $563k | -11% | Dec 2025 |
|
| Butensky & Cohen Financial Security | 49k | $556k | -9% | Dec 2025 |
|
| Rockland Trust | 49k | $548k | 0% | Dec 2025 |
|
| Old National Trust Company | 49k | $546k | -8% | Dec 2025 |
|
| Advisory Alpha | 48k | $544k | -14% | Dec 2025 |
|
| Hilton Capital Management | 47k | $527k | 0% | Dec 2025 |
|
| Argus Investors' Counsel | 46k | $520k | 3% | Dec 2025 |
|
| Mirae Asset Global Investments | 45k | $506k | 100% | Dec 2025 |
|
| Beech Hill Advisors | 45k | $502k | 42% | Dec 2025 |
|
| Rare Wolf Capital | 43k | $482k | 100% | Dec 2025 |
|
| Ramiah Investment Group | 42k | $467k | -2% | Dec 2025 |
|
| Optimum Investment Advisors | 41k | $474k | 0% | Sep 2025 |
|
| Brookstone Capital Management | 41k | $457k | -2% | Dec 2025 |
|
| Kingsview Wealth Management | 39k | $443k | -27% | Dec 2025 |
|
| Cascade Financial Partners | 39k | $433k | -70% | Dec 2025 |
|
| VestGen Advisors | 38k | $426k | -33% | Dec 2025 |
|
| Change Path | 35k | $396k | -40% | Dec 2025 |
|
| Commerce Bank N A | 33k | $372k | -28% | Dec 2025 |
|
| Madison Wealth Partners | 28k | $319k | -60% | Dec 2025 |
|
| Goldman Sachs Group | 28k | $314k | -97% | Dec 2025 |
|
| Godshalk Welsh Capital Management | 15k | $168k | -64% | Dec 2025 |
|
Who sold out of Pgx etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Advisors Preferred | Sep 2025 | 548k | $6.4M |
| SG Americas Securities | Sep 2025 | 383k | $4.4M |
| Harfst & Associates | Sep 2025 | 306k | $3.6M |
| Bnp Paribas Arbitrage, Snc | Sep 2025 | 107k | $1.2M |
| Glaxis Capital Management | Sep 2025 | 100k | $1.2M |
| Tudor Investment Corporation | Jun 2025 | 89k | $990k |
| Ashton Thomas Private Wealth | Sep 2025 | 59k | $688k |
| Brighton Jones | Sep 2025 | 56k | $650k |
| Hrt Financial | Sep 2025 | 42k | $488k |