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Pgx etf shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $166k 14k 11.88
2023-12-31 $178k 16k 11.47
2020-09-30 $162k 11k 14.75
2020-06-30 $159k 11k 14.10
2020-03-31 $151k 12k 13.15
2019-12-31 $165k 11k 15.00
2019-03-31 $148k 10k 14.50
2018-09-30 $204k 14k 14.33
2018-06-30 $214k 15k 14.59

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE Developed Market Etf (VEA)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

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
Wright Fund Managment
ACT Advisors
Raymond James Financial Services Advisors
Iowa State Bank

View all funds holding Pgx etf