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Pgx etf shares owned by Pursuit Wealth Strategies

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

Historical chart of Pursuit Wealth Strategies investment in Pgx etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pgx etf by Pursuit Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 149k 11.24

More positions owned by Pursuit Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Duke Energy Corp Com New (DUK)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Leidos Holdings (LDOS)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Oracle Corporation (ORCL)
International Business Machines (IBM)
Blackrock Util & Infrastrctu (BUI)

View all positions for Pursuit Wealth Strategies

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