Legacy Financial Independent Advisors »

Pgx etf shares owned by Legacy Financial Independent Advisors

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Legacy Financial Independent Advisors from 13F filings

Historical chart of Legacy Financial Independent Advisors investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Legacy Financial Independent Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pgx etf by Legacy Financial Independent Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $179k 16k 10.88

More positions owned by Legacy Financial Independent Advisors

Alerian Mlp Etf Alerian Mlp (AMLP)
Goldman Sachs Growth Opportunities Etf Growth Opportuni (GSGO)
International Business Machines (IBM)
Duke Energy Corporation Com New (DUK)
Southern Company (SO)
American Electric Power Company (AEP)
Simon Property (SPG)
First Trust Wcm International Equity Etf Wcm Intl Equity (WCMI)
PPL Corporation (PPL)
Principal Investment Grade Corporate Active Etf Prnc Invt Grad (IG)
Microsoft Corporation (MSFT)
Consolidated Edison (ED)
Waste Management (WM)
Ameren Corporation (AEE)
Cadence Design Systems (CDNS)

View all positions for Legacy Financial Independent Advisors

Top funds holding Pgx etf

Bank of America Corporation
Wells Fargo & Company
Bramshill Investments
UBS Group
Morgan Stanley
LPL Financial
Ameriprise Financial
Spectrum Asset Management
Bessemer
Hanson McClain Advisors
Royal Bank of Canada
Raymond James Financial
Cohen & Steers Capital Management
Hartland & Co
Checchi Capital Advisers

View all funds holding Pgx etf