Pgx etf shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Pgx etf
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Quarterly reported holdings in Pgx etf by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $164k | 14k | 11.60 |
| 2025-06-30 | $182k | 16k | 11.13 |
| 2025-03-31 | $180k | 16k | 11.22 |
| 2024-12-31 | $173k | 15k | 11.53 |
| 2024-09-30 | $255k | 21k | 12.35 |
| 2024-06-30 | $260k | 23k | 11.55 |
| 2024-03-31 | $279k | 24k | 11.88 |
| 2023-12-31 | $283k | 25k | 11.47 |
| 2023-09-30 | $269k | 25k | 10.95 |
| 2023-06-30 | $226k | 20k | 11.37 |
| 2023-03-31 | $664k | 58k | 11.48 |
| 2022-12-31 | $913k | 73k | 12.45 |
| 2022-09-30 | $0 | 65k | 0.00 |
| 2022-03-31 | $0 | 184k | 0.00 |
More positions owned by WealthPlan Investment Management
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