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Pgx etf shares owned by Coordinated Financial Services

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Coordinated Financial Services from 13F filings

Historical chart of Coordinated Financial Services investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Coordinated Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $137k 12k 11.60
2025-06-30 $130k 12k 11.13
2024-12-31 $129k 11k 11.53

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Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
NVIDIA Corporation (NVDA)
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Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Coordinated Financial Services

Top funds holding Pgx etf

Wells Fargo & Company
Morgan Stanley
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

View all funds holding Pgx etf