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Pgx etf shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 21k 11.60
2025-06-30 $230k 21k 11.13
2025-03-31 $251k 22k 11.22

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View all positions for Legacy Private Trust

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