Who owns Pgx etf?

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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 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