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Pgx etf shares owned by Windsor Group

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Windsor Group from 13F filings

Historical chart of Windsor Group investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Windsor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Windsor Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $223k 20k 10.95
2023-06-30 $224k 20k 11.35
2023-03-31 $209k 18k 11.57
2022-12-31 $218k 18k 11.96

More positions owned by Windsor Group

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Eli Lilly & Co. (LLY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Windsor Group

Top funds holding Pgx etf

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

View all funds holding Pgx etf