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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 63M | $731M | 15% | Dec 2024 |
|
| Wells Fargo & Company | 16M | $186M | 10% | Dec 2024 |
|
| LPL Financial | 15M | $170M | 15% | Dec 2024 |
|
| First Trust Advisors | 9.6M | $111M | 100% | Dec 2024 |
|
| Morgan Stanley | 8.7M | $100M | 4% | Dec 2024 |
|
| UBS Group | 6.4M | $74M | 31% | Dec 2024 |
|
| Spectrum Asset Management | 5.8M | $67M | 65% | Dec 2024 |
|
| Ameriprise Financial | 5.5M | $63M | -3% | Dec 2024 |
|
| Cohen & Steers Capital Management | 5.0M | $58M | 2643140% | Dec 2024 |
|
| Jpmorgan Chase & Co | 4.1M | $48M | 132% | Dec 2024 |
|
| Royal Bank of Canada | 3.9M | $45M | 3% | Dec 2024 |
|
| Bessemer | 3.5M | $40M | 0% | Dec 2024 |
|
| Raymond James Financial | 2.6M | $30M | 100% | Dec 2024 |
|
| Hanson McClain Advisors | 2.5M | $29M | -30% | Dec 2024 |
|
| Advisor Group Holdings | 1.8M | $22M | -10% | Dec 2024 |
|
| Huntington National Bank | 1.5M | $18M | -4% | Dec 2024 |
|
| Commonwealth Equity Services | 1.4M | $17M | 11% | Dec 2024 |
|
| Quadrature Capital | 1.3M | $15M | 11686% | Dec 2024 |
|
| Advisors Management Group | 1.3M | $15M | 4% | Dec 2024 |
|
| Goldman Sachs Group | 1.2M | $14M | 15% | Dec 2024 |
|
| Checchi Capital Advisers | 1.2M | $13M | -13% | Dec 2024 |
|
| Bank Of Montreal | 1.0M | $12M | 0% | Dec 2024 |
|
| Envestnet Asset Management | 952k | $11M | -7% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 919k | $11M | 5% | Dec 2024 |
|
| Creative Planning | 888k | $10M | 6% | Dec 2024 |
|
| Intrepid Financial Planning Group | 886k | $10M | -18% | Dec 2024 |
|
| Marshall Wace | 864k | $10M | -9% | Dec 2024 |
|
| One Capital Management | 780k | $9.0M | 819% | Dec 2024 |
|
| Hartland & Co | 739k | $8.5M | 18% | Dec 2024 |
|
| Principal Financial Group | 718k | $8.3M | 658% | Dec 2024 |
|
| Live Oak Investment Partners | 668k | $7.7M | 3% | Dec 2024 |
|
| First National Bank & Trust Co Of Newtown | 657k | $7.6M | -1% | Dec 2024 |
|
| Stifel Financial | 651k | $7.5M | -32% | Dec 2024 |
|
| Archetype Wealth Partners | 620k | $7.2M | -6% | Dec 2024 |
|
| MAI Wealth Advisors | 609k | $7.0M | 100% | Dec 2024 |
|
| Private Advisor | 591k | $6.8M | 0% | Dec 2024 |
|
| McAdam | 582k | $6.7M | -4% | Dec 2024 |
|
| Sanctuary Advisors | 573k | $6.7M | 5% | Dec 2024 |
|
| Prairiewood Capital | 559k | $6.4M | 6% | Dec 2024 |
|
| RFG Advisory | 550k | $6.2M | 13% | Mar 2025 |
|
| Branch Banking & Trust Company | 534k | $6.2M | 0% | Dec 2024 |
|
| Rockefeller Capital Management | 520k | $6.0M | 4% | Dec 2024 |
|
| Garrett Wealth Advisory Group | 517k | $6.0M | -28% | Dec 2024 |
|
| Atria Investments | 515k | $5.9M | -10% | Dec 2024 |
|
| Steward Partners Investment Advisory | 512k | $5.9M | 30% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 503k | $5.6M | -4% | Mar 2025 |
|
| Mml Investors Services | 497k | $5.7M | 3% | Dec 2024 |
|
| Cherry Tree Wealth Management | 496k | $5.7M | 1% | Dec 2024 |
|
| Janney Montgomery Scott | 490k | $5.5M | -2% | Mar 2025 |
|
| Sound Income Strategies | 467k | $5.2M | 3% | Mar 2025 |
|
| Kestra Advisory Services | 454k | $5.2M | 81% | Dec 2024 |
|
| Investors Research Corp | 444k | $5.0M | 12% | Mar 2025 |
|
| Plimoth Trust | 443k | $5.1M | -5% | Dec 2024 |
|
| Noesis Capital Management Corp. | 435k | $5.0M | -1% | Dec 2024 |
|
| Baker Avenue Asset Management | 413k | $4.8M | 82% | Dec 2024 |
|
| Integrated Wealth Concepts | 395k | $4.6M | 2% | Dec 2024 |
|
| Trinity Legacy Partners | 394k | $4.5M | 100% | Dec 2024 |
|
| Cetera Investment Advisers | 390k | $4.5M | -22% | Dec 2024 |
|
| William Blair $ Company | 384k | $4.4M | -4% | Dec 2024 |
|
| Mercer Global Advisors | 381k | $4.4M | 144% | Dec 2024 |
|
| Colony | 380k | $4.4M | 355% | Dec 2024 |
|
| Geneos Wealth Management | 374k | $4.3M | 0% | Dec 2024 |
|
| Ohio Valley Financial | 366k | $4.2M | 16% | Dec 2024 |
|
| KCM Investment Advisors | 344k | $4.0M | -4% | Dec 2024 |
|
| Apollon Wealth Management | 325k | $3.8M | -7% | Dec 2024 |
|
| Synergy Financial Management | 323k | $4.0M | 0% | Dec 2024 |
|
| Susquehanna International | 288k | $3.3M | -70% | Dec 2024 |
|
| First PREMIER Bank | 262k | $3.0M | -10% | Dec 2024 |
|
| Honkamp Krueger Financial Services | 261k | $3.0M | 1% | Dec 2024 |
|
| Boothe Investment Group | 250k | $2.8M | 12% | Mar 2025 |
|
| CoreCap Advisors | 249k | $2.9M | 5% | Dec 2024 |
|
| Wealthfront Advisers | 248k | $12M | 100% | Dec 2024 |
|
| Stephens | 242k | $2.8M | -5% | Dec 2024 |
|
| Kades & Cheifetz | 241k | $2.8M | -9% | Dec 2024 |
|
| Brian McDonald | 240k | $2.8M | 50% | Dec 2024 |
|
| IFP Advisors | 232k | $2.7M | 3% | Dec 2024 |
|
| First Hawaiian Bank | 225k | $2.5M | -25% | Mar 2025 |
|
| Pensionmark Financial Group | 211k | $2.4M | -2% | Dec 2024 |
|
| Oppenheimer & Co | 207k | $2.4M | -2% | Dec 2024 |
|
| Prudential Financial | 204k | $2.4M | -73% | Dec 2024 |
|
| KG&L Capital Management | 203k | $2.3M | 4% | Dec 2024 |
|
| AE Wealth Management | 202k | $2.3M | -59% | Dec 2024 |
|
| HBK Sorce Advisory | 198k | $2.3M | -9% | Dec 2024 |
|
| HighTower Advisors | 194k | $2.2M | 87% | Dec 2024 |
|
| Sanibel Captiva Trust Company | 191k | $2.1M | -4% | Mar 2025 |
|
| White Pine Capital | 190k | $2.2M | -1% | Dec 2024 |
|
| Acute Investment Advisory | 187k | $2.2M | -42% | Dec 2024 |
|
| Baird Financial | 182k | $2.1M | 3% | Dec 2024 |
|
| Principal Securities | 182k | $2.1M | -9% | Dec 2024 |
|
| Sigma Planning | 175k | $2.0M | 15% | Dec 2024 |
|
| Mariner Wealth Advisors | 169k | $1.9M | -16% | Dec 2024 |
|
| StoneCrest Wealth Management | 165k | $1.9M | -12% | Mar 2025 |
|
| Transatlantique Private Wealth | 161k | $1.9M | 0% | Dec 2024 |
|
| Atlantic Trust | 156k | $1.8M | -12% | Dec 2024 |
|
| Tudor Financial | 152k | $1.7M | -2% | Mar 2025 |
|
| GRT Capital Partners | 151k | $1.7M | -8% | Dec 2024 |
|
| Jane Street | 149k | $1.7M | 98% | Dec 2024 |
|
| Hilton Capital Management | 148k | $1.7M | 0% | Dec 2024 |
|
| Warren Averett Asset Management | 147k | $1.7M | 0% | Dec 2024 |
|
| Guggenheim Capital, LLC Managers | 146k | $1.7M | 5% | Dec 2024 |
|
| Goss Wealth Management | 143k | $1.6M | 6% | Dec 2024 |
|
| Fiduciary Advisors | 138k | $1.5M | 1% | Mar 2025 |
|
| Ibex Wealth Advisors | 129k | $1.4M | -4% | Mar 2025 |
|
| Wiley Bros.-aintree Capital | 127k | $1.5M | 103% | Dec 2024 |
|
| HPM Partners | 125k | $1.4M | 5% | Dec 2024 |
|
| Jones Financial Companies, L.L | 125k | $1.4M | 34% | Dec 2024 |
|
| Gotham Asset Management | 122k | $1.4M | 9% | Dec 2024 |
|
| Global Retirement Partners | 121k | $1.4M | -19% | Dec 2024 |
|
| Invesco | 119k | $1.4M | -6% | Dec 2024 |
|
| Citadel Advisors | 117k | $1.3M | 435% | Dec 2024 |
|
| CI Private Wealth | 115k | $1.4M | 37% | Dec 2024 |
|
| Charles Schwab Trust | 113k | $1.3M | -15% | Mar 2025 |
|
| CFG Asset Management | 111k | $1.2M | 33% | Mar 2025 |
|
| BEAM Asset Management | 106k | $1.2M | 1% | Dec 2024 |
|
| Shulman DeMeo Asset Management | 106k | $1.2M | -1% | Mar 2025 |
|
| Crew Capital Management | 106k | $1.2M | 30% | Dec 2024 |
|
| Mosaic Financial Group | 106k | $1.2M | 0% | Dec 2024 |
|
| Albion Financial Group | 106k | $1.2M | -11% | Dec 2024 |
|
| Iowa State Bank | 101k | $1.1M | -91% | Mar 2025 |
|
| Tudor Investment Corporation | 95k | $1.1M | 100% | Dec 2024 |
|
| Flagship Harbor Advisors | 93k | $1.1M | 8% | Dec 2024 |
|
| Independent Wealth Network | 90k | $1.0M | 7% | Dec 2024 |
|
| Madison Wealth Partners | 90k | $1.0M | -8% | Dec 2024 |
|
| Stratos Wealth Partners | 90k | $1.0M | -9% | Dec 2024 |
|
| Cascade Financial Partners | 89k | $1.0M | 62% | Dec 2024 |
|
| Captrust Financial Advisors | 87k | $1000k | -1% | Dec 2024 |
|
| Sequoia Financial Advisors | 87k | $998k | 3% | Dec 2024 |
|
| Prosperity Consulting Group | 86k | $996k | 11% | Dec 2024 |
|
| Kingsview Wealth Management | 86k | $989k | -9% | Dec 2024 |
|
| Glaxis Capital Management | 80k | $922k | 0% | Dec 2024 |
|
| Sontag Advisory | 80k | $921k | -32% | Dec 2024 |
|
| Sowell Financial Services | 80k | $896k | -66% | Mar 2025 |
|
| Gries Financial | 79k | $907k | -1% | Dec 2024 |
|
| D.A. Davidson & Co. | 76k | $875k | 2% | Dec 2024 |
|
| Etesian Wealth Advisors | 76k | $873k | -44% | Dec 2024 |
|
| Gould Asset Management | 75k | $868k | -4% | Dec 2024 |
|
| Independent Advisor Alliance | 73k | $839k | 100% | Dec 2024 |
|
| Signature Securities Group Corporation | 71k | $793k | 1% | Mar 2025 |
|
| Beta Wealth | 69k | $798k | 46% | Dec 2024 |
|
| Federation des caisses Desjardins du Quebec | 68k | $785k | -17% | Dec 2024 |
|
| Greenup Street Wealth Management | 67k | $774k | 26% | Dec 2024 |
|
| Butensky & Cohen Financial Security | 67k | $746k | -5% | Mar 2025 |
|
| Wagner Wealth Management | 65k | $727k | 2% | Mar 2025 |
|
| Foundations Investment Advisors | 65k | $745k | 32% | Dec 2024 |
|
| Sanchez Wealth Management Group | 64k | $713k | 16% | Mar 2025 |
|
| CSM Advisors | 62k | $711k | 0% | Dec 2024 |
|
| Gateway Wealth Partners | 61k | $699k | 10% | Dec 2024 |
|
| CIBC World Markets | 60k | $696k | 50% | Dec 2024 |
|
| Ashton Thomas Private Wealth | 60k | $692k | 0% | Dec 2024 |
|
| 1620 Investment Advisors | 60k | $689k | -4% | Dec 2024 |
|
| Shufro Rose & Co | 60k | $686k | -28% | Dec 2024 |
|
| Coastwise Capital Group | 58k | $672k | -11% | Dec 2024 |
|
| Brookstone Capital Management | 49k | $567k | -19% | Dec 2024 |
|
| NewEdge Wealth | 40k | $458k | -44% | Dec 2024 |
|
| Jackson, Grant Investment Advisers | 34k | $388k | -59% | Dec 2024 |
|
| Transcend Wealth Collective | 31k | $355k | -82% | Dec 2024 |
|
| Daymark Wealth Partners | 28k | $309k | -81% | Mar 2025 |
|
| Cullen Frost Bankers | 27k | $313k | -61% | Dec 2024 |
|
| Barclays | 3.0k | $35k | -99% | Dec 2024 |
|
Who sold out of Pgx etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wright Fund Managment | Sep 2024 | 1.3M | $15M |
| Price Capital Management | Sep 2024 | 553k | $6.8M |
| Wolverine Trading | Sep 2024 | 261k | $3.2M |
| Orion Portfolio Solutions | Sep 2024 | 191k | $2.4M |
| Advisory Alpha | Dec 2024 | 135k | $1.6M |
| Diam | Sep 2024 | 100k | $1.2M |
| Sei Investments | Sep 2024 | 83k | $1.0M |
| Crabel Capital Management | Sep 2024 | 64k | $787k |