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Pgx etf shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 881k 11.60
2025-06-30 $9.0M 813k 11.13
2025-03-31 $6.5M 581k 11.22
2024-12-31 $7.0M 609k 11.53

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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