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 | 55M | $635M | 8% | Jun 2024 |
|
| Wells Fargo & Company | 15M | $173M | 1% | Jun 2024 |
|
| LPL Financial | 14M | $157M | 10% | Jun 2024 |
|
| Morgan Stanley | 8.3M | $96M | 5% | Jun 2024 |
|
| Bessemer | 5.1M | $59M | 0% | Jun 2024 |
|
| Royal Bank of Canada | 3.7M | $43M | 6% | Jun 2024 |
|
| Hanson McClain Advisors | 3.6M | $44M | 4% | Sep 2024 |
|
| Apollon Wealth Management | 2.4M | $28M | 2035% | Jun 2024 |
|
| Huntington National Bank | 1.8M | $21M | -5% | Jun 2024 |
|
| Raymond James Financial Services Advisors | 1.6M | $20M | 17% | Sep 2024 |
|
| ACT Advisors | 1.4M | $17M | 100% | Sep 2024 |
|
| Commonwealth Equity Services | 1.3M | $16M | 9% | Sep 2024 |
|
| Checchi Capital Advisers | 1.2M | $14M | 5% | Jun 2024 |
|
| Advisors Management Group | 1.2M | $14M | 5% | Jun 2024 |
|
| Intrepid Financial Planning Group | 1.1M | $13M | -3% | Jun 2024 |
|
| Iowa State Bank | 1.1M | $14M | -15% | Sep 2024 |
|
| Goldman Sachs Group | 1.1M | $13M | 25% | Jun 2024 |
|
| Jpmorgan Chase & Co | 1.0M | $12M | 78% | Jun 2024 |
|
| Marshall Wace | 961k | $11M | 3% | Jun 2024 |
|
| Envestnet Asset Management | 959k | $11M | -4% | Jun 2024 |
|
| Cohen & Steers Capital Management | 939k | $11M | -74% | Jun 2024 |
|
| Stifel Financial | 891k | $10M | 10% | Jun 2024 |
|
| Cambridge Investment Research Advisors | 873k | $10M | -4% | Jun 2024 |
|
| Creative Planning | 835k | $10M | 0% | Sep 2024 |
|
| Cetera Investment Advisers | 769k | $8.9M | 4% | Jun 2024 |
|
| Garrett Wealth Advisory Group | 697k | $8.1M | 1% | Jun 2024 |
|
| First National Bank & Trust Co Of Newtown | 671k | $7.7M | 1% | Jun 2024 |
|
| Raymond James & Associates | 667k | $8.2M | -28% | Sep 2024 |
|
| Stonebridge Advisors | 659k | $7.6M | -61% | Jun 2024 |
|
| Archetype Wealth Partners | 657k | $7.6M | 0% | Jun 2024 |
|
| Live Oak Investment Partners | 641k | $7.4M | 100% | Jun 2024 |
|
| McAdam | 607k | $7.5M | -13% | Sep 2024 |
|
| Private Advisor | 592k | $7.3M | -1% | Sep 2024 |
|
| Price Capital Management | 553k | $6.8M | 100% | Sep 2024 |
|
| Atria Investments | 546k | $6.3M | 93% | Jun 2024 |
|
| Prairiewood Capital | 529k | $6.5M | 7% | Sep 2024 |
|
| Branch Banking & Trust Company | 528k | $6.1M | -8% | Jun 2024 |
|
| Mml Investors Services | 524k | $6.1M | -2% | Jun 2024 |
|
| RFG Advisory | 496k | $6.1M | 3% | Sep 2024 |
|
| Cherry Tree Wealth Management | 488k | $5.6M | -2% | Jun 2024 |
|
| Rockefeller Capital Management | 483k | $5.6M | -10% | Jun 2024 |
|
| Plimoth Trust | 465k | $5.7M | -4% | Sep 2024 |
|
| Kestra Advisory Services | 464k | $5.4M | 59% | Jun 2024 |
|
| Janney Montgomery Scott | 460k | $5.3M | -4% | Jun 2024 |
|
| Noesis Capital Management Corp. | 442k | $5.1M | 2% | Jun 2024 |
|
| Sound Income Strategies | 438k | $5.4M | 4% | Sep 2024 |
|
| William Blair $ Company | 395k | $4.6M | 11% | Jun 2024 |
|
| Integrated Wealth Concepts | 386k | $4.5M | -10% | Jun 2024 |
|
| Geneos Wealth Management | 376k | $4.3M | 39% | Jun 2024 |
|
| KCM Investment Advisors | 371k | $4.3M | -14% | Jun 2024 |
|
| One Capital Management | 353k | $4.1M | 1520% | Jun 2024 |
|
| Sanctuary Advisors | 344k | $3.9M | 100% | Jun 2024 |
|
| Investors Research Corp | 334k | $3.9M | 8% | Jun 2024 |
|
| Synergy Financial Management | 323k | $4.0M | 100% | Sep 2024 |
|
| Honkamp Krueger Financial Services | 308k | $3.6M | -9% | Jun 2024 |
|
| Spectrum Asset Management | 301k | $3.5M | -91% | Jun 2024 |
|
| First PREMIER Bank | 291k | $3.6M | -2% | Sep 2024 |
|
| First Hawaiian Bank | 290k | $3.6M | -1% | Sep 2024 |
|
| Ohio Valley Financial | 289k | $3.3M | 7% | Jun 2024 |
|
| Kades & Cheifetz | 266k | $3.3M | 2% | Sep 2024 |
|
| Liberty Wealth Management | 234k | $237k | 100% | Jun 2024 |
|
| Stephens | 233k | $2.7M | 6% | Jun 2024 |
|
| Sowell Financial Services | 224k | $2.8M | 14% | Sep 2024 |
|
| HBK Sorce Advisory | 217k | $2.5M | 11% | Jun 2024 |
|
| Pensionmark Financial Group | 215k | $2.5M | 100% | Jun 2024 |
|
| Principal Securities | 207k | $2.4M | -10% | Jun 2024 |
|
| KG&L Capital Management | 206k | $2.4M | -8% | Jun 2024 |
|
| Sanibel Captiva Trust Company | 204k | $2.5M | -12% | Sep 2024 |
|
| Gyl Financial Synergies | 203k | $2.3M | -5% | Jun 2024 |
|
| White Pine Capital | 199k | $2.3M | 13% | Jun 2024 |
|
| Boothe Investment Group | 198k | $2.3M | 10% | Jun 2024 |
|
| Daymark Wealth Partners | 197k | $2.4M | 6% | Sep 2024 |
|
| Integrated Advisors Network | 197k | $2.3M | -4% | Jun 2024 |
|
| Steward Partners Investment Advisory | 193k | $2.2M | 2% | Jun 2024 |
|
| IFP Advisors | 189k | $2.2M | 2% | Jun 2024 |
|
| Mariner Wealth Advisors | 187k | $2.2M | 10% | Jun 2024 |
|
| StoneCrest Wealth Management | 178k | $2.2M | 8% | Sep 2024 |
|
| Atlantic Trust | 177k | $2.1M | -5% | Jun 2024 |
|
| Transcend Wealth Collective | 170k | $2.1M | 8% | Sep 2024 |
|
| Brian McDonald | 167k | $1.9M | -6% | Jun 2024 |
|
| Transatlantique Private Wealth | 164k | $1.9M | 201% | Jun 2024 |
|
| Mercer Global Advisors | 163k | $1.9M | -11% | Jun 2024 |
|
| Charles Schwab Trust | 161k | $2.0M | -28% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 155k | $1.8M | 43% | Jun 2024 |
|
| Advisory Alpha | 152k | $1.8M | 1% | Jun 2024 |
|
| Hilton Capital Management | 151k | $1.7M | -3% | Jun 2024 |
|
| Global Retirement Partners | 149k | $1.8M | -5% | Sep 2024 |
|
| Citadel Advisors | 144k | $1.7M | -16% | Jun 2024 |
|
| Bluefin Capital Management | 141k | $1.6M | -57% | Jun 2024 |
|
| Guggenheim Capital, LLC Managers | 139k | $1.6M | 4% | Jun 2024 |
|
| Etesian Wealth Advisors | 135k | $1.7M | -11% | Sep 2024 |
|
| Goss Wealth Management | 131k | $1.5M | 34% | Jun 2024 |
|
| Hrt Financial | 131k | $1.5M | 100% | Jun 2024 |
|
| Invesco | 130k | $1.5M | -7% | Jun 2024 |
|
| HPM Partners | 129k | $1.5M | 283% | Jun 2024 |
|
| Albion Financial Group | 118k | $1.5M | 26% | Sep 2024 |
|
| Sigma Planning | 117k | $1.4M | 71% | Jun 2024 |
|
| Gotham Asset Management | 113k | $1.3M | 100% | Jun 2024 |
|
| Renaissance Technologies | 110k | $1.3M | -27% | Jun 2024 |
|
| BEAM Asset Management | 109k | $1.3M | 0% | Jun 2024 |
|
| Shulman DeMeo Asset Management | 108k | $1.3M | 0% | Sep 2024 |
|
| Mosaic Financial Group | 106k | $1.2M | 0% | Jun 2024 |
|
| NewEdge Wealth | 103k | $1.2M | -22% | Jun 2024 |
|
| Madison Wealth Partners | 101k | $1.2M | 0% | Jun 2024 |
|
| H D Vest Advisory Services | 100k | $1.1M | -10% | Jun 2024 |
|
| Stratos Wealth Partners | 99k | $1.2M | -5% | Sep 2024 |
|
| Kingsview Wealth Management | 95k | $1.1M | 1% | Jun 2024 |
|
| Sontag Advisory | 94k | $1.1M | -20% | Jun 2024 |
|
| Diam | 94k | $1.1M | -8% | Jun 2024 |
|
| Federation des caisses Desjardins du Quebec | 92k | $1.1M | 2% | Jun 2024 |
|
| Howard Wealth Management | 90k | $1.0M | -43% | Jun 2024 |
|
| CI Private Wealth | 90k | $1.0M | 222% | Jun 2024 |
|
| Balanced Wealth Group | 89k | $1.0M | -13% | Jun 2024 |
|
| Captrust Financial Advisors | 87k | $1.0M | -2% | Jun 2024 |
|
| Flagship Harbor Advisors | 86k | $1.1M | 99% | Sep 2024 |
|
| Independent Wealth Network | 85k | $1.0M | 3% | Sep 2024 |
|
| Sequoia Financial Advisors | 84k | $1.0M | -4% | Sep 2024 |
|
| Jackson, Grant Investment Advisers | 82k | $1.0M | 1% | Sep 2024 |
|
| Crew Capital Management | 81k | $1.0M | 11% | Sep 2024 |
|
| Glaxis Capital Management | 80k | $924k | 7% | Jun 2024 |
|
| Gries Financial | 80k | $982k | 42% | Sep 2024 |
|
| Gould Asset Management | 79k | $916k | 2% | Jun 2024 |
|
| CFG Asset Management | 79k | $911k | 16% | Jun 2024 |
|
| Susquehanna International | 79k | $909k | -59% | Jun 2024 |
|
| Beta Wealth | 78k | $904k | -1% | Jun 2024 |
|
| Prosperity Consulting Group | 78k | $960k | 100% | Sep 2024 |
|
| D.A. Davidson & Co. | 75k | $871k | -1% | Jun 2024 |
|
| Gratus Capital | 75k | $866k | 0% | Jun 2024 |
|
| Butensky & Cohen Financial Security | 74k | $918k | -5% | Sep 2024 |
|
| Good Life Advisors | 71k | $872k | 91% | Sep 2024 |
|
| Cullen Frost Bankers | 69k | $797k | 8% | Jun 2024 |
|
| Old National Trust Company | 67k | $833k | 0% | Sep 2024 |
|
| Coastwise Capital Group | 66k | $759k | -9% | Jun 2024 |
|
| Two Sigma Securities | 65k | $754k | 54% | Jun 2024 |
|
| 1620 Investment Advisors | 63k | $730k | 3% | Jun 2024 |
|
| Brookstone Capital Management | 61k | $750k | 52% | Sep 2024 |
|
| Levy Wealth Management Group | 61k | $699k | 0% | Jun 2024 |
|
| Ashton Thomas Private Wealth | 60k | $695k | -1% | Jun 2024 |
|
| Wagner Wealth Management | 60k | $739k | 2% | Sep 2024 |
|
| Accel Wealth Management | 58k | $719k | -13% | Sep 2024 |
|
| Colony | 57k | $653k | 0% | Jun 2024 |
|
| Independence Bank of Kentucky | 56k | $696k | -11% | Sep 2024 |
|
| Sanchez Wealth Management Group | 56k | $648k | -5% | Jun 2024 |
|
| Northwestern Mutual Wealth Management Company | 56k | $647k | 3% | Jun 2024 |
|
| Summit Financial | 56k | $641k | 15% | Jun 2024 |
|
| Greenup Street Wealth Management | 53k | $659k | 100% | Sep 2024 |
|
| Wealth Advisory Solutions | 53k | $649k | 54% | Sep 2024 |
|
| Gateway Wealth Partners | 52k | $598k | 100% | Jun 2024 |
|
| Aletheian Wealth Advisors | 52k | $596k | -2% | Jun 2024 |
|
| Optimum Investment Advisors | 49k | $605k | -6% | Sep 2024 |
|
| Wolverine Trading | 43k | $491k | -63% | Jun 2024 |
|
| Atria Wealth Solutions | 41k | $473k | -28% | Jun 2024 |
|
| Jane Street | 41k | $469k | -61% | Jun 2024 |
|
| Pnc Financial Services | 37k | $431k | -29% | Jun 2024 |
|
| O'rourke & Company | 24k | $277k | -87% | Jun 2024 |
|
| Beacon Pointe Advisors | 15k | $173k | -73% | Jun 2024 |
|
Who sold out of Pgx etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wright Fund Managment | Mar 2024 | 1.5M | $18M |
| Advisors Preferred | Jun 2024 | 537k | $6.2M |
| Retireful | Mar 2024 | 251k | $3.0M |
| D L Carlson Investment Group | Mar 2024 | 110k | $1.3M |
| Community Fin'l Svs | Jun 2024 | 73k | $841k |
| DHK Financial Advisors | Mar 2024 | 53k | $629k |
| Brighton Jones | Jun 2024 | 52k | $602k |