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 | 81M | $883M | 100% | Mar 2026 |
|
| Wells Fargo & Company | 15M | $165M | -2% | Mar 2026 |
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| Bramshill Investments | 10M | $112M | 40% | Mar 2026 |
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| UBS Group | 9.3M | $101M | 73% | Mar 2026 |
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| Morgan Stanley | 6.3M | $69M | -13% | Mar 2026 |
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| LPL Financial | 5.3M | $58M | -7% | Mar 2026 |
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| Ameriprise Financial | 4.1M | $45M | 0% | Mar 2026 |
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| Spectrum Asset Management | 3.9M | $43M | -27% | Mar 2026 |
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| Bessemer | 3.5M | $38M | 0% | Mar 2026 |
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| Hanson McClain Advisors | 3.2M | $36M | 5% | Dec 2025 |
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| Royal Bank of Canada | 3.0M | $32M | -9% | Mar 2026 |
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| Raymond James Financial | 2.7M | $31M | -7% | Dec 2025 |
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| Cohen & Steers Capital Management | 2.2M | $24M | 1882% | Dec 2025 |
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| Hartland & Co | 1.7M | $19M | 1% | Mar 2026 |
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| Checchi Capital Advisers | 1.4M | $15M | 3% | Mar 2026 |
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| Advisor Group Holdings | 1.3M | $15M | -21% | Dec 2025 |
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| Huntington National Bank | 1.3M | $14M | -4% | Dec 2025 |
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| Ubs Global Asset Management Americas | 1.2M | $13M | 502% | Mar 2026 |
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| Stonebridge Advisors | 1.2M | $13M | 54% | Mar 2026 |
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| Commonwealth Equity Services | 1.1M | $12M | -8% | Mar 2026 |
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| Cary Street Partners Financial | 1.0M | $11M | -5% | Mar 2026 |
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| Private Advisor | 955k | $10M | 0% | Mar 2026 |
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| MAI Wealth Advisors | 939k | $10M | 2% | Mar 2026 |
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| Rockefeller Capital Management | 751k | $8.2M | -1% | Mar 2026 |
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| Trinity Legacy Partners | 736k | $8.3M | 3% | Mar 2026 |
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| Cambridge Investment Research Advisors | 692k | $7.5M | -8% | Mar 2026 |
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| Prairiewood Capital | 680k | $7.4M | 4% | Mar 2026 |
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| Bank Of Montreal | 673k | $7.3M | 100% | Mar 2026 |
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| Manske Wealth Management | 664k | $7.2M | 13% | Mar 2026 |
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| Envestnet Asset Management | 663k | $7.2M | 10% | Mar 2026 |
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| Quadrature Capital | 601k | $6.8M | 100% | Dec 2025 |
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| Investors Research Corp | 578k | $6.3M | 7% | Mar 2026 |
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| Stifel Financial | 540k | $5.9M | -4% | Mar 2026 |
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| Branch Banking & Trust Company | 537k | $5.8M | 3% | Mar 2026 |
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| First National Bank & Trust Co Of Newtown | 530k | $5.8M | -12% | Mar 2026 |
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| Creative Planning | 523k | $5.7M | 1% | Mar 2026 |
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| Janney Montgomery Scott | 494k | $5.4M | -8% | Mar 2026 |
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| McAdam | 480k | $5.2M | 2% | Mar 2026 |
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| Cordoba Advisory Partners | 459k | $5.0M | 57% | Mar 2026 |
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| Citadel Advisors | 456k | $5.0M | 100% | Mar 2026 |
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| Sound Income Strategies | 452k | $5.0M | -3% | Mar 2026 |
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| Plimoth Trust | 440k | $4.8M | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 414k | $4.5M | 8% | Mar 2026 |
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| Noesis Capital Management Corp. | 406k | $4.4M | 0% | Mar 2026 |
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| Ohio Valley Financial | 393k | $4.3M | -1% | Mar 2026 |
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| Colony | 385k | $4.4M | -9% | Dec 2025 |
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| Cetera Investment Advisers | 363k | $3.9M | -5% | Mar 2026 |
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| Compass Financial Group | 358k | $3.9M | 7% | Mar 2026 |
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| William Blair $ Company | 354k | $3.9M | 2% | Mar 2026 |
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| Banque Transatlantique SA | 326k | $3.5M | 100% | Mar 2026 |
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| Baker Avenue Asset Management | 316k | $3.4M | 6% | Mar 2026 |
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| Archetype Wealth Partners | 313k | $3.4M | -22% | Mar 2026 |
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| Geneos Wealth Management | 310k | $3.4M | -14% | Mar 2026 |
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| Charles Schwab Trust | 307k | $3.3M | 27% | Mar 2026 |
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| Kestra Advisory Services | 304k | $3.3M | 72% | Mar 2026 |
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| Gotham Asset Management | 297k | $3.2M | 63% | Mar 2026 |
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| First Hawaiian Bank | 273k | $3.0M | 4% | Mar 2026 |
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| Transatlantique Private Wealth | 270k | $3.0M | 23% | Dec 2025 |
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| KCM Investment Advisors | 249k | $2.7M | -3% | Mar 2026 |
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| Steward Partners Investment Advisory | 225k | $2.4M | 1% | Mar 2026 |
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| Intrepid Financial Planning Group | 221k | $2.4M | -62% | Mar 2026 |
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| Global Retirement Partners | 217k | $2.4M | -25% | Dec 2025 |
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| Susquehanna International | 215k | $2.4M | 201% | Dec 2025 |
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| Stephens | 199k | $2.2M | 1% | Mar 2026 |
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| Pensionmark Financial Group | 193k | $2.1M | -4% | Mar 2026 |
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| HBK Sorce Advisory | 188k | $2.1M | -8% | Mar 2026 |
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| Mml Investors Services | 186k | $2.0M | -14% | Mar 2026 |
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| First PREMIER Bank | 174k | $1.9M | -18% | Mar 2026 |
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| Baird Financial | 168k | $1.9M | -3% | Dec 2025 |
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| Brighton Securities Corp. | 168k | $1.8M | 10% | Mar 2026 |
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| Brian McDonald | 167k | $1.9M | 28% | Dec 2025 |
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| Honkamp Krueger Financial Services | 167k | $1.8M | -2% | Mar 2026 |
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| CFG Asset Management | 166k | $1.8M | 21% | Mar 2026 |
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| Jones Financial Companies, L.L | 164k | $1.8M | -2% | Dec 2025 |
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| Catalytic Wealth RIA | 162k | $1.8M | 100% | Dec 2025 |
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| GeoWealth Management | 162k | $1.8M | 0% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 158k | $1.7M | 7% | Mar 2026 |
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| White Pine Capital | 153k | $1.7M | -22% | Mar 2026 |
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| Pursuit Wealth Strategies | 149k | $1.7M | 100% | Dec 2025 |
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| CLS Investments | 148k | $1.6M | -7% | Mar 2026 |
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| Fifth Third Bancorp | 146k | $1.6M | 25539% | Mar 2026 |
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| GRT Capital Partners | 146k | $1.6M | -7% | Mar 2026 |
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| Albion Financial Group | 141k | $1.5M | 0% | Mar 2026 |
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| Goss Wealth Management | 133k | $1.4M | 9% | Mar 2026 |
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| HPM Partners | 131k | $1.4M | 1% | Mar 2026 |
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| Tudor Financial | 130k | $1.4M | 1% | Mar 2026 |
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| Principal Securities | 128k | $1.4M | 1% | Mar 2026 |
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| Ibex Wealth Advisors | 121k | $1.3M | 1% | Mar 2026 |
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| HighTower Advisors | 119k | $1.3M | -1% | Mar 2026 |
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| KG&L Capital Management | 119k | $1.3M | -40% | Mar 2026 |
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| RFG Advisory | 116k | $1.3M | 5% | Mar 2026 |
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| Prudential Financial | 114k | $1.2M | -48% | Mar 2026 |
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| Independent Wealth Network | 113k | $1.2M | 1% | Mar 2026 |
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| Jackson, Grant Investment Advisers | 113k | $1.2M | -3% | Mar 2026 |
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| Atlantic Trust | 111k | $1.2M | -12% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 110k | $1.2M | 3% | Dec 2025 |
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| Mariner Wealth Advisors | 108k | $1.2M | 1% | Mar 2026 |
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| Warren Averett Asset Management | 106k | $1.2M | -12% | Dec 2025 |
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| Massmutual Trust | 106k | $1.2M | 34% | Mar 2026 |
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| CIBC Bancorp USA | 104k | $1.1M | 100% | Mar 2026 |
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| Jane Street | 104k | $1.1M | 438% | Mar 2026 |
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| Wealth Advisory Solutions | 103k | $1.1M | 13% | Mar 2026 |
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| Glaxis Capital Management | 100k | $1.1M | 100% | Mar 2026 |
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| Shulman DeMeo Asset Management | 100k | $1.1M | -2% | Mar 2026 |
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| Invesco | 98k | $1.1M | -8% | Mar 2026 |
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| Renaissance Technologies | 97k | $1.1M | 100% | Dec 2025 |
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| Gould Asset Management | 95k | $1.0M | 15% | Mar 2026 |
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| Principal Financial Group | 94k | $1.0M | -83% | Mar 2026 |
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| Shufro Rose & Co | 94k | $1.0M | 1% | Mar 2026 |
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| Fiduciary Advisors | 85k | $924k | -48% | Mar 2026 |
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| AlphaCore Capital | 84k | $914k | 0% | Mar 2026 |
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| Cane Capital Partners | 84k | $909k | 100% | Mar 2026 |
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| Pines Wealth Management | 83k | $898k | 25% | Mar 2026 |
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| Independent Financial Group | 81k | $880k | -23% | Mar 2026 |
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| BEAM Asset Management | 80k | $872k | -9% | Mar 2026 |
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| Arkadios Wealth Advisors | 78k | $844k | 100% | Mar 2026 |
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| D.A. Davidson & Co. | 76k | $823k | 7% | Mar 2026 |
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| Acute Investment Advisory | 76k | $821k | 284% | Mar 2026 |
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| Stratos Wealth Partners | 71k | $777k | 3% | Mar 2026 |
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| Captrust Financial Advisors | 71k | $801k | -2% | Dec 2025 |
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| Concurrent Investment Advisors | 71k | $769k | 40% | Mar 2026 |
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| CIBC World Markets | 71k | $768k | 8% | Mar 2026 |
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| Amicus Financial Advisors | 70k | $759k | 2% | Mar 2026 |
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| Massey, Quick & Co | 66k | $713k | 30% | Mar 2026 |
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| Cherry Tree Wealth Management | 65k | $709k | -6% | Mar 2026 |
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| Trask Adam Roland | 64k | $698k | 100% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 64k | $694k | -11% | Mar 2026 |
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| Greenup Street Wealth Management | 61k | $665k | 6% | Mar 2026 |
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| Lido Advisors | 60k | $656k | -2% | Mar 2026 |
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| Sanctuary Advisors | 60k | $653k | 1% | Mar 2026 |
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| New England Private Wealth Advisors | 60k | $648k | 2% | Mar 2026 |
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| Wagner Wealth Management | 58k | $627k | 1% | Mar 2026 |
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| Mercer Global Advisors | 56k | $611k | -33% | Mar 2026 |
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| Oppenheimer & Co | 56k | $605k | -18% | Mar 2026 |
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| 1620 Investment Advisors | 56k | $604k | 0% | Mar 2026 |
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| Sanibel Captiva Trust Company | 55k | $620k | -36% | Dec 2025 |
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| Christensen, King & Associates Investment Services | 54k | $589k | -2% | Mar 2026 |
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| Aletheian Wealth Advisors | 54k | $589k | -2% | Mar 2026 |
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| Coastwise Capital Group | 52k | $569k | 0% | Mar 2026 |
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| Sequoia Financial Advisors | 51k | $559k | -7% | Mar 2026 |
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| Private Trust Co Na | 51k | $556k | -6% | Mar 2026 |
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| Summit Financial | 51k | $549k | -1% | Mar 2026 |
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| Etesian Wealth Advisors | 50k | $545k | 0% | Mar 2026 |
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| Beech Hill Advisors | 49k | $536k | 10% | Mar 2026 |
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| Rockland Trust | 49k | $534k | 1% | Mar 2026 |
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| Prosperity Consulting Group | 49k | $530k | -10% | Mar 2026 |
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| VestGen Advisors | 48k | $531k | 26% | Mar 2026 |
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| Hyposwiss Advisors SA | 47k | $512k | 100% | Mar 2026 |
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| Hilton Capital Management | 47k | $527k | 0% | Dec 2025 |
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| Butensky & Cohen Financial Security | 46k | $501k | -7% | Mar 2026 |
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| Insigneo Advisory Services | 42k | $457k | -19% | Mar 2026 |
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| Advisory Alpha | 41k | $445k | -15% | Mar 2026 |
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| Argus Investors' Counsel | 37k | $401k | -20% | Mar 2026 |
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| Marex Group | 32k | $348k | -85% | Mar 2026 |
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| Old National Trust Company | 31k | $339k | -36% | Mar 2026 |
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| Mosaic Financial Group | 13k | $146k | -86% | Mar 2026 |
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| IFP Advisors | 11k | $115k | -93% | Mar 2026 |
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| Buck Wealth Strategies | 10k | $110k | -94% | Mar 2026 |
|
Who sold out of Pgx etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 4.4M | $52M |
| First Trust Advisors | Dec 2025 | 2.0M | $22M |
| Mader & Shannon Wealth Management | Dec 2025 | 1.2M | $14M |
| Wealth Enhancement Advisory Services | Dec 2025 | 443k | $5.0M |
| Bluefin Capital Management | Sep 2025 | 319k | $3.7M |
| Integrity Alliance | Dec 2025 | 60k | $673k |