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Pgx etf shares owned by Carlsbad Wealth Advisory Group

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Carlsbad Wealth Advisory Group from 13F filings

Historical chart of Carlsbad Wealth Advisory Group investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Carlsbad Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Carlsbad Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $140k 12k 11.37

More positions owned by Carlsbad Wealth Advisory Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Home Depot (HD)
Vanguard Bd Index Fds Long Term Bond (BLV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Reit Etf (SCHH)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Carlsbad Wealth Advisory Group

Top funds holding Pgx etf

Bank of America Corporation
Wells Fargo & Company
LPL Financial
Ameriprise Financial
UBS Group
Royal Bank of Canada
Hanson McClain Advisors
Spectrum Asset Management
Bessemer
Advisor Group Holdings
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Huntington National Bank
Checchi Capital Advisers
Commonwealth Equity Services

View all funds holding Pgx etf