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Pgx etf shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Live Oak Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.1M 617k 11.47
2023-09-30 $3.5M 317k 10.95
2023-06-30 $3.6M 319k 11.37
2023-03-31 $3.5M 302k 11.48
2022-12-31 $1.8M 165k 11.16

More positions owned by Live Oak Investment Partners

Janus Short Duration (Principal) (VNLA)
Vanguard Europe Pacific ETF (Principal) (VEA)
Pgx etf (Principal) (PGX)
Ssga Active Etf Tr blkstn gsosrln (Principal) (SRLN)
First Tr Exch Traded Fund Ii lng/sht equity (Principal) (FTLS)
Invesco Exchange Traded Fd T rusel mdcp eql (Principal) (XMHQ)
iShares S&P SmallCap 600 Index (Principal) (IJR)
IQ Hedge Multi-Strategy Tracker (Principal) (QAI)
Vanguard Information Technology ETF (Principal) (VGT)
Apple (Principal) (AAPL)
Merck & Co (Principal) (MRK)
Vanguard Health Care ETF (Principal) (VHT)
Netflix (Principal) (NFLX)
AutoZone (Principal) (AZO)
Ishares Inc msci emrg chn (Principal) (EMXC)

View all positions for Live Oak Investment Partners

Top funds holding Pgx etf

Bank of America Corporation
Wells Fargo & Company
Bessemer
UBS Group
Spectrum Asset Management
Royal Bank of Canada
Hanson McClain Advisors
Huntington National Bank
Advisor Group Holdings
Stonebridge Advisors
Jpmorgan Chase & Co
ACT Advisors
Raymond James Financial Services Advisors
Iowa State Bank
Checchi Capital Advisers

View all funds holding Pgx etf