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
UBS Group 5.7M $0 -4% Sep 2022
Hanson McClain Advisors 4.2M $47M 59% Dec 2022
Huntington National Bank 3.5M $42M -17% Sep 2022
Royal Bank of Canada 2.9M $35M 100% Sep 2022
Bank Of Montreal 2.5M $29M -15% Dec 2022
Intrepid Financial Planning Group 1.4M $17M 100% Sep 2022
Iowa State Bank 1.3M $15M 9% Dec 2022
Janney Montgomery Scott 1.2M $14M 101% Dec 2022
Prudential Financial 1.2M $14M 100% Sep 2022
Covington Capital Management 1.1M $13M 0% Sep 2022
Raymond James Financial Services Advisors 1.0M $12M -17% Sep 2022

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Cambridge Investment Research Advisors 1.0M $12M -2% Sep 2022
Spectrum Asset Management 995k $12M 11% Sep 2022
Rockefeller Capital Management 974k $12M -26% Sep 2022
Baird Financial 951k $11M 0% Sep 2022
Envestnet Asset Management 951k $11M -32% Sep 2022
Creative Planning 892k $11M 2% Sep 2022
Grubman Wealth Management 876k $9.8M -6% Dec 2022
KCM Investment Advisors 871k $9.7M -6% Dec 2022
First National Bank & Trust Co Of Newtown 714k $8.0M 0% Dec 2022
Plimoth Trust 690k $8.2M -5% Sep 2022
McAdam 596k $8.9M 9% Dec 2022
Honkamp Krueger Financial Services 551k $6.5M -32% Sep 2022
Joule Financial 469k $5.2M -31% Dec 2022
Reitz Capital Advisors 461k $5.2M -1% Dec 2022
Kestra Advisory Services 413k $4.6M 3% Dec 2022
Raymond James & Associates 406k $4.8M 5% Sep 2022
Private Advisor 399k $4.7M -12% Sep 2022
Branch Banking & Trust Company 398k $5.3M 3% Sep 2022
Mercer Global Advisors 395k $4.7M -20% Sep 2022
Tompkins Financial Corp 392k $4.4M -3% Dec 2022
Heron Financial Group 391k $4.6M 0% Sep 2022
Checchi Capital Advisers 387k $4.6M -61% Sep 2022
Money Concepts Capital Corp 357k $4.2M -13% Sep 2022
Old National Trust Company 343k $4.1M -9% Sep 2022
Global Retirement Partners 340k $3.8M 0% Sep 2022
Charles Schwab Trust 338k $3.8M 109% Dec 2022
Orion Portfolio Solutions 322k $3.8M -3% Sep 2022
Compton Capital Management 319k $3.8M -6% Sep 2022
First PREMIER Bank 318k $3.6M -12% Dec 2022
Blue Edge Capital 315k $3.7M -8% Sep 2022
Jane Street 309k $3.7M 100% Sep 2022
Archetype Wealth Partners 308k $3.7M 100% Sep 2022
First Hawaiian Bank 305k $3.4M 3% Dec 2022
Atlantic Trust 298k $3.5M -1% Sep 2022
Sound Income Strategies 284k $3.2M 9% Dec 2022
Stephens 280k $3.1M 27% Dec 2022
IFP Advisors 270k $4.0M 19% Sep 2022
Daymark Wealth Partners 263k $2.9M 100% Dec 2022
Principal Financial Group 259k $3.1M -24% Sep 2022
Golden Green 255k $2.9M 3% Dec 2022
Investors Research Corp 247k $2.9M 10% Sep 2022
Howard Wealth Management 244k $2.7M -5% Dec 2022
William Blair $ Company 221k $2.6M 275% Sep 2022
Bard Financial Services 219k $2.4M 5% Dec 2022
Steward Partners Investment Advisory 215k $2.6M -9% Sep 2022
SWS Partners 212k $2.4M 8% Dec 2022
Sunbelt Securities 206k $2.4M -18% Sep 2022
RFG Advisory 205k $2.3M -9% Sep 2022
FinTrust Capital Advisors 197k $2.3M -13% Sep 2022
Gyl Financial Synergies 195k $2.3M 361% Sep 2022
Geneos Wealth Management 192k $2.2M 11% Dec 2022
Edge Wealth Management 191k $2.1M 101% Dec 2022
Advisory Alpha 182k $2.0M -87% Dec 2022
Prairiewood Capital 179k $2.0M -35% Dec 2022
GRT Capital Partners 173k $2.1M -12% Sep 2022
Atticus Wealth Management 158k $1.8M -36% Dec 2022
Albion Financial Group 156k $1.9M -1% Sep 2022
Ibex Wealth Advisors 155k $1.8M -3% Sep 2022
Robbins Farley 155k $1.8M -3% Sep 2022
Hartford Financial Management 149k $1.8M 0% Sep 2022
Jackson, Grant Investment Advisers 148k $1.7M 521% Dec 2022
Sax Wealth Advisors 143k $1.7M 3% Sep 2022
Diam 139k $1.6M -13% Sep 2022
Piscataqua Savings Bank 137k $1.5M -3% Dec 2022
MONECO Advisors 133k $1.5M 0% Dec 2022
Wambolt & Associates 129k $1.4M -6% Dec 2022
KG&L Capital Management 128k $1.5M 16% Sep 2022
Central Trust & Investment 125k $1.4M -12% Dec 2022
SRS Capital Advisors 123k $1.5M -30% Sep 2022
Butensky & Cohen Financial Security 122k $1.4M -18% Dec 2022
H D Vest Advisory Services 121k $1.4M 4% Sep 2022
BEAM Asset Management 121k $1.3M 10% Dec 2022
Atria Investments 119k $1.3M -14% Dec 2022
Columbia Advisory Partners 117k $1.3M -6% Dec 2022
Aj Wealth Strategies 114k $1.3M -43% Dec 2022
Transatlantique Private Wealth 112k $1.3M 100% Sep 2022
Stratos Wealth Partners 112k $1.3M 44% Sep 2022
Shulman DeMeo Asset Management 109k $1.2M 0% Dec 2022
Optimum Investment Advisors 104k $1.2M 0% Dec 2022
Boothe Investment Group 104k $1.2M 18% Sep 2022
Accel Wealth Management 102k $1.1M 1% Dec 2022
Sequoia Financial Advisors 101k $1.1M 4% Dec 2022
Crew Capital Management 100k $1.2M -3% Sep 2022
Coastwise Capital Group 96k $1.1M 100% Sep 2022
Patriot Investment Management 95k $1.1M -14% Sep 2022
Captrust Financial Advisors 94k $1.1M 68% Sep 2022
Shufro Rose & Co 94k $1.0M 34% Dec 2022
Bsc Private Wealth Management 92k $1.0M -52% Dec 2022
Old Port Advisors 91k $1.0M 18% Dec 2022
Gould Asset Management 91k $1.1M 0% Sep 2022
J. W. Coons Advisors 91k $1.1M 0% Sep 2022
Mcdonald Partners 91k $1.1M -14% Sep 2022
Pnc Financial Services 90k $1.1M -5% Sep 2022
EisnerAmper Wealth Management Corporate Benefits 89k $991k 100% Dec 2022
Koshinski Asset Management 88k $986k -2% Dec 2022
Noesis Capital Management Corp. 84k $1.0M -2% Sep 2022
HighTower Advisors 84k $999k -16% Sep 2022
Traverso Chambers Private Wealth Management 84k $934k 7% Dec 2022
Householder Group Estate & Retirement Specialist 83k $985k -10% Sep 2022
Guggenheim Capital, LLC Managers 80k $952k 5% Sep 2022
Jmac Enterprises 80k $894k -7% Dec 2022
Journey Advisory Group 79k $943k -7% Sep 2022
CFG Asset Management 78k $929k 0% Sep 2022
Merit Financial Group 77k $865k 0% Dec 2022
Sigma Planning 77k $858k 16% Dec 2022
Eqis Capital Management 76k $908k -4% Sep 2022
Arete Wealth Advisors 76k $897k 100% Sep 2022
Stone Point Wealth 72k $808k 3% Dec 2022
Ohio Valley Financial 70k $831k 2% Sep 2022
Cornerstone Wealth Management 68k $810k 100% Sep 2022
WealthPlan Investment Management 65k $0 100% Sep 2022
EverSource Wealth Advisors 65k $751k 18318% Sep 2022
Cullen Frost Bankers 63k $751k -24% Sep 2022
Blue Fin Capital 63k $705k -22% Dec 2022
Antonetti Capital Management 61k $682k -7% Dec 2022
Perennial Advisors 61k $676k -46% Dec 2022
D.A. Davidson & Co. 60k $711k 3% Sep 2022
Strategic Financial 59k $661k 0% Dec 2022
AE Wealth Management 59k $659k -2% Dec 2022
Benjamin F. Edwards & Company 58k $687k -18% Sep 2022
Hilton Capital Management 57k $681k 0% Sep 2022
Fifth Third Bancorp 53k $587k 0% Dec 2022
Narwhal Capital Management 52k $581k -16% Dec 2022
Ameritas Advisory Services 51k $607k 3% Sep 2022
Wealth Advisory Solutions 51k $603k -7% Sep 2022
Capital Investment Advisory Services 51k $600k -1% Sep 2022
Paragon Private Wealth Management 50k $565k 0% Sep 2022
DHK Financial Advisors 49k $547k 2% Dec 2022
M^T Bank Corporation 49k $579k -31% Sep 2022
CIBC World Markets 48k $573k 100% Sep 2022
Moors & Cabot 48k $569k -11% Sep 2022
Strategic Wealth Advisors 47k $559k -8% Sep 2022
Chicago Partners Investment 46k $514k 2% Sep 2022
RVW Wealth 46k $516k 100% Dec 2022
Independence Bank of Kentucky 45k $508k -57% Dec 2022
Sanchez Wealth Management Group 45k $538k 2% Sep 2022
RDA Financial Network 45k $500k -16% Dec 2022
National Asset Management 44k $523k -45% Sep 2022
Fifth Third Securities 44k $488k -7% Dec 2022
FTB Advisors 43k $513k -8% Sep 2022
Claraphi Advisory Network 41k $489k -12% Sep 2022
Commerce Bank N A 40k $478k -52% Sep 2022
Coastline Trust 39k $459k -69% Sep 2022
Resources Investment Advisors 30k $359k -40% Sep 2022
Chatham Capital Group 25k $280k -69% Dec 2022
Curtis Advisory Group 13k $146k -79% Dec 2022

Who sold out of Pgx etf?

Fund or Company Name Date Sold Shares Held Valued At
AlphaStar Capital Management Jun 2022 242k $3.0M
Bank of Nova Scotia Jun 2022 127k $1.6M
Simplicity Wealth Jun 2022 111k $1.4M
Horizon Financial Services Sep 2022 108k $1.3M
Transcend Wealth Collective Sep 2022 102k $1.2M
TCI Wealth Advisors Jun 2022 50k $617k