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Pgx etf shares owned by Up Strategic Wealth Investment Advisors

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

Historical chart of Up Strategic Wealth Investment Advisors investment in Pgx etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pgx etf by Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $164k 14k 11.55
2024-03-31 $141k 12k 11.88

More positions owned by Up Strategic Wealth Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Apple (AAPL)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
UnitedHealth (UNH)
Costco Wholesale Corporation (COST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding Pgx etf

Bank of America Corporation
Wells Fargo & Company
LPL Financial
Morgan Stanley
Bessemer
Royal Bank of Canada
Hanson McClain Advisors
Spectrum Asset Management
Apollon Wealth Management
Huntington National Bank
Raymond James Financial Services Advisors
ACT Advisors
Commonwealth Equity Services
Advisors Management Group
Checchi Capital Advisers

View all funds holding Pgx etf