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 | 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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| Sanctuary Advisors | 547k | $6.5M | 59% | 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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| 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 | 214k | $2.6M | 0% | Sep 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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| Tudor Financial | 164k | $2.0M | 100% | 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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| 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 |
|
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 |