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Pgx etf shares owned by Intrepid Financial Planning Group

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Intrepid Financial Planning Group from 13F filings

Historical chart of Intrepid Financial Planning Group investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Intrepid Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Intrepid Financial Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 1.1M 12.35
2024-06-30 $13M 1.1M 11.55
2024-03-31 $14M 1.2M 11.88
2023-09-30 $14M 1.3M 10.95
2023-06-30 $15M 1.3M 11.37
2023-03-31 $16M 1.4M 11.48
2022-12-31 $15M 1.4M 11.18
2022-09-30 $17M 1.4M 11.88
2022-06-30 $16M 1.3M 12.34

More positions owned by Intrepid Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
JPMorgan Chase & Co. (JPM)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Northwest Bancshares (NWBI)
Select Sector Spdr Tr Indl (XLI)
Spdr Ser Tr S&p Semicndctr (XSD)

View all positions for Intrepid Financial Planning Group

Top funds holding Pgx etf

Bank of America Corporation
Wells Fargo & Company
LPL Financial
Morgan Stanley
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
ACT Advisors
Checchi Capital Advisers
Commonwealth Equity Services

View all funds holding Pgx etf