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 Actions
Bank of America Corporation 51M $605M -11% Mar 2024
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Wells Fargo & Company 15M $176M -4% Mar 2024
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LPL Financial 12M $147M 100% Mar 2024
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Ameriprise Financial 9.2M $111M 100% Mar 2024
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Morgan Stanley 8.0M $95M 100% Mar 2024
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UBS Group 5.1M $61M 12% Mar 2024
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Bessemer 5.1M $61M 0% Mar 2024
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Cohen & Steers Capital Management 3.6M $42M 100% Mar 2024
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Spectrum Asset Management 3.5M $42M -5% Mar 2024
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Royal Bank of Canada 3.5M $41M 1% Mar 2024
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Hanson McClain Advisors 3.4M $40M 7% Mar 2024
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Advisor Group Holdings 2.0M $24M 10% Mar 2024
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Huntington National Bank 1.9M $22M -5% Mar 2024
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Stonebridge Advisors 1.7M $20M -10% Mar 2024
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Wright Fund Managment 1.5M $18M 100% Mar 2024
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ACT Advisors 1.4M $16M 4719% Mar 2024
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Raymond James Financial Services Advisors 1.3M $16M 54% Mar 2024
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Iowa State Bank 1.3M $15M -9% Mar 2024
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Checchi Capital Advisers 1.2M $14M 11% Mar 2024
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Intrepid Financial Planning Group 1.2M $14M 100% Mar 2024
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Advisors Management Group 1.2M $14M 3% Mar 2024
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Commonwealth Equity Services 1.1M $13M 4% Mar 2024
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Bank Of Montreal 1.0M $12M -11% Mar 2024
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Envestnet Asset Management 1.0M $12M 100% Mar 2024
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Marshall Wace 937k $11M 84% Mar 2024
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Prudential Financial 927k $11M 1% Mar 2024
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Cambridge Investment Research Advisors 905k $11M -4% Mar 2024
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Raymond James & Associates 889k $11M 8% Mar 2024
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Goldman Sachs Group 866k $10M 2054% Mar 2024
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Advisors Preferred 866k $10M 155% Mar 2024
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Creative Planning 860k $10M 0% Mar 2024
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Stifel Financial 808k $9.6M 83% Mar 2024
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Cetera Investment Advisers 743k $8.8M 100% Mar 2024
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Garrett Wealth Advisory Group 692k $8.2M 2% Mar 2024
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McAdam 671k $8.0M 8% Mar 2024
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First National Bank & Trust Co Of Newtown 666k $7.9M -1% Mar 2024
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Archetype Wealth Partners 655k $7.8M 2% Mar 2024
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Private Advisor 599k $7.1M -17% Mar 2024
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Jpmorgan Chase & Co 586k $7.0M -62% Mar 2024
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Branch Banking & Trust Company 573k $6.8M -1% Mar 2024
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Mml Investors Services 536k $6.4M -2% Mar 2024
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Rockefeller Capital Management 534k $6.3M 19% Mar 2024
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Plimoth Trust 504k $6.0M 4% Mar 2024
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Cherry Tree Wealth Management 500k $5.9M 0% Mar 2024
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Prairiewood Capital 480k $5.7M 10% Mar 2024
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Janney Montgomery Scott 478k $5.7M -57% Mar 2024
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RFG Advisory 446k $5.3M 50% Mar 2024
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Coulter & Justus Financial Services 435k $5.2M 100% Mar 2024
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Noesis Capital Management Corp. 435k $5.2M 0% Mar 2024
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KCM Investment Advisors 432k $5.1M 100% Mar 2024
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Integrated Wealth Concepts 426k $5.1M 100% Mar 2024
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Sound Income Strategies 423k $4.9M 8% Jun 2024
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Baird Financial 383k $4.6M 7% Mar 2024
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William Blair $ Company 355k $4.2M 18% Mar 2024
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Sanibel Captiva Trust Company 348k $4.1M -8% Mar 2024
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Honkamp Krueger Financial Services 338k $4.0M -5% Mar 2024
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Bluefin Capital Management 327k $3.9M 100% Mar 2024
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First PREMIER Bank 326k $3.9M 14% Mar 2024
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Investors Research Corp 309k $3.7M 3% Mar 2024
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Kestra Advisory Services 292k $3.5M 26% Mar 2024
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First Hawaiian Bank 292k $3.4M -1% Jun 2024
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Atria Investments 283k $3.4M 2% Mar 2024
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Kades & Cheifetz 274k $3.3M -1% Mar 2024
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Geneos Wealth Management 271k $3.2M 12% Mar 2024
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Ohio Valley Financial 270k $3.2M 150% Mar 2024
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Retireful 251k $3.0M 100% Mar 2024
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Principal Securities 231k $2.7M -4% Mar 2024
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KG&L Capital Management 225k $2.7M -3% Mar 2024
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Charles Schwab Trust 220k $2.6M -5% Mar 2024
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Stephens 220k $2.6M 100% Mar 2024
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Baker Avenue Asset Management 217k $2.6M 3% Mar 2024
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Gyl Financial Synergies 213k $2.5M -35% Mar 2024
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Oppenheimer & Co 211k $2.5M 100% Mar 2024
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Orion Portfolio Solutions 207k $2.5M 3% Mar 2024
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Integrated Advisors Network 204k $2.4M -2% Mar 2024
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HBK Sorce Advisory 195k $2.3M 6% Mar 2024
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Susquehanna International 191k $2.3M 100% Mar 2024
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Steward Partners Investment Advisory 190k $2.3M -2% Mar 2024
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Atlantic Trust 186k $2.2M 100% Mar 2024
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Daymark Wealth Partners 186k $2.2M -2% Mar 2024
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O'rourke & Company 184k $2.2M -4% Mar 2024
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Mercer Global Advisors 183k $2.2M -9% Mar 2024
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StoneCrest Wealth Management 182k $2.2M 35% Mar 2024
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Boothe Investment Group 180k $2.1M 14% Mar 2024
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Brian McDonald 178k $2.1M 100% Mar 2024
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White Pine Capital 176k $2.0M 30% Mar 2024
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Citadel Advisors 171k $2.0M 71% Mar 2024
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Mariner Wealth Advisors 171k $2.0M -7% Mar 2024
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Etesian Wealth Advisors 158k $1.9M -3% Mar 2024
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GRT Capital Partners 158k $1.9M 4% Mar 2024
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Howard Wealth Management 158k $1.9M -5% Mar 2024
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Transcend Wealth Collective 158k $1.8M 5% Jun 2024
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Hilton Capital Management 155k $1.8M 231% Mar 2024
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Advisory Alpha 151k $1.8M -9% Mar 2024
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Renaissance Technologies 150k $1.8M -46% Mar 2024
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Warren Averett Asset Management 143k $1.7M 100% Mar 2024
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Invesco 140k $1.7M -7% Mar 2024
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Stratos Wealth Partners 136k $1.6M -44% Mar 2024
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Guggenheim Capital, LLC Managers 134k $1.6M -2% Mar 2024
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NewEdge Wealth 132k $1.5M -10% Mar 2024
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Thrivent Financial for Lutherans 127k $1.5M 100% Mar 2024
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Sontag Advisory 117k $1.4M -39% Mar 2024
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Wolverine Trading 115k $1.4M 100% Mar 2024
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Apollon Wealth Management 114k $1.4M 8% Mar 2024
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H D Vest Advisory Services 110k $1.3M 2% Mar 2024
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Fifth Third Securities 110k $1.3M 100% Mar 2024
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D L Carlson Investment Group 110k $1.3M 0% Mar 2024
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Community Fin'l Svs 109k $1.3M 100% Mar 2024
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Wealth Enhancement Advisory Services 109k $1.3M 21% Mar 2024
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BEAM Asset Management 108k $1.3M -1% Mar 2024
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Shulman DeMeo Asset Management 108k $1.3M 0% Mar 2024
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Mosaic Financial Group 106k $1.3M 100% Mar 2024
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Jane Street 103k $1.2M -38% Mar 2024
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Balanced Wealth Group 102k $1.2M 30% Mar 2024
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Diam 102k $1.2M -7% Mar 2024
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Madison Wealth Partners 101k $1.2M -2% Mar 2024
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Sequoia Financial Advisors 100k $1.2M 6% Mar 2024
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Global Retirement Partners 100k $1.2M -12% Mar 2024
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Goss Wealth Management 98k $1.2M 100% Mar 2024
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Kingsview Wealth Management 94k $1.1M 1% Mar 2024
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Albion Financial Group 94k $1.1M -2% Jun 2024
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Federation des caisses Desjardins du Quebec 90k $1.1M 100% Mar 2024
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Shufro Rose & Co 89k $1.1M -16% Mar 2024
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Captrust Financial Advisors 88k $1.0M 0% Mar 2024
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Sei Investments 83k $985k 100% Mar 2024
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Jackson, Grant Investment Advisers 81k $967k 1% Mar 2024
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Beta Wealth 79k $936k -55% Mar 2024
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IHT Wealth Management 79k $935k 280% Mar 2024
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Gould Asset Management 78k $928k 0% Mar 2024
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Butensky & Cohen Financial Security 78k $902k -4% Jun 2024
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Independent Wealth Network 77k $915k 0% Mar 2024
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D.A. Davidson & Co. 76k $907k 1% Mar 2024
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Glaxis Capital Management 75k $891k 3% Mar 2024
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Gratus Capital 75k $891k 0% Mar 2024
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Coastwise Capital Group 72k $856k 1% Mar 2024
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Sigma Planning 68k $813k 96% Mar 2024
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CFG Asset Management 68k $811k -4% Mar 2024
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Old National Trust Company 67k $779k -54% Jun 2024
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Accel Wealth Management 67k $775k -8% Jun 2024
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Independence Bank of Kentucky 66k $787k -5% Mar 2024
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Quadrature Capital 65k $777k 100% Mar 2024
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Cullen Frost Bankers 64k $758k -19% Mar 2024
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CSM Advisors 62k $733k 100% Mar 2024
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1620 Investment Advisors 61k $730k 3% Mar 2024
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Ashton Thomas Private Wealth 61k $726k -2% Mar 2024
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Levy Wealth Management Group 61k $698k 0% Mar 2024
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Global Assets Advisory 60k $5.0M 100% Mar 2024
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Sanchez Wealth Management Group 59k $698k -2% Mar 2024
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Central Trust & Investment 58k $687k -19% Mar 2024
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Atria Wealth Solutions 57k $678k 30% Mar 2024
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Beacon Pointe Advisors 57k $671k -39% Mar 2024
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Pnc Financial Services 53k $625k -28% Mar 2024
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Mirae Asset Global Investments 49k $583k -22% Mar 2024
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Citigroup 47k $553k -43% Mar 2024
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Two Sigma Securities 42k $503k -39% Mar 2024
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HPM Partners 34k $892k -81% Mar 2024
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Western Wealth Management 30k $353k -65% Mar 2024
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Stone Point Wealth 30k $351k -56% Mar 2024
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Wilbanks Smith & Thomas Asset Management 26k $311k -60% Mar 2024
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MONECO Advisors 26k $308k -80% Mar 2024
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Merit Financial Group 25k $293k -62% Mar 2024
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Trinity Legacy Partners 21k $248k -97% Mar 2024
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Who sold out of Pgx etf?

Fund or Company Name Date Sold Shares Held Valued At
Granite Bay Wealth Management Dec 2023 897k $9.8M
Gts Securities Dec 2023 821k $9.4M
Principal Financial Group Dec 2023 603k $6.9M
Guidance Capital Dec 2023 91k $1.0M