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Pgx etf shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-12-31 $146k 13k 11.53
2023-09-30 $199k 18k 10.95
2023-06-30 $159k 14k 11.37

More positions owned by Collaborative Wealth Managment

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust Nuveen Ice High (HYMB)
Spdr Series Trust Portfoli S&p1500 (SPTM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Global X Fds Us Pfd Etf (PFFD)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)

View all positions for Collaborative Wealth Managment

Top funds holding Pgx etf

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

View all funds holding Pgx etf