Skip to content
Disclosery

PGHY INVESCO EXCH TRADED FD TR II

Follow

GLOBAL EX US HGH (fund)

52 managers (52 13F filers) reported a position in PGHY shares at 2025-03-31, 4,385,641 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
52
13F filers
52
New
6
Added
22
Reduced
15
Sold out
5
Shares held by filers
4,385,641

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sowell Financial Services LLC852,762$16.9M0.77%+102,45613F-HRTimeline
Whitcomb & Hess, Inc.559,762$11.1M3.36%+3,21213F-HRTimeline
LPL Financial LLC462,005$9.16M<0.01%+175,32513F-HRTimeline
Sound Income Strategies, LLC296,784$5.88M0.35%new13F-HRTimeline
Baker Avenue Asset Management, LP289,508$5.74M0.18%+146,19913F-HRTimeline
Advisory Alpha, LLC248,304$4.92M0.17%+33,55013F-HR/ATimeline
Royal Fund Management, LLC233,230$4.63M0.55%+8,59413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/187,936$3.72M<0.01%-2,58813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY163,567$3.24M<0.01%-4,94913F-HRTimelineGroup
Kingsview Wealth Management, LLC113,680$2.25M0.04%-80113F-HRTimeline
Simplicity Wealth,LLC112,686$2.23M0.17%new13F-HRTimeline
HighTower Advisors, LLC102,519$2.03M<0.01%+5,72513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC66,585$1.32M<0.01%-6,14113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC55,469$1.1M0.01%+1,10313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP54,877$1.09M<0.01%+24,41813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…52,070$1.03M<0.01%+14,24213F-HRTimeline
Thrive Capital Management, LLC63,539$968K0.58%new13F-HRTimeline
Embree Financial Group46,426$920K0.15%-11,57713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,354$899K<0.01%+51413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC43,117$855K<0.01%-16713F-HRTimeline
GeoWealth Management, LLC42,712$847K0.03%+3,90513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC39,870$790K0.44%-4,62213F-HR/ATimeline
GREENBERG FINANCIAL GROUP34,175$663K0.28%13F-HRTimeline
Capital Investment Advisory Services, L…23,771$471K0.04%+2,74313F-HRTimeline
Acorn Wealth Advisors, LLC18,655$370K0.15%+84513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,775$352K0.03%+2613F-HR/ATimeline
Murphy & Mullick Capital Management Corp16,921$335K0.32%-1,11513F-HRTimeline
Atria Wealth Solutions, Inc.16,608$329K<0.01%-1,04513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,626$310K<0.01%-4,78113F-HRTimelineGroup
IHT Wealth Management, LLC14,090$279K0.01%-23613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,156$261K<0.01%+30813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth12,993$258K<0.01%+22713F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,530$248K<0.01%-3,47713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,212$222K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,805$214K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,388$206K<0.01%-45013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,972$138K<0.01%+3,29613F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,540$110K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,100$61K<0.01%013F-HR/ATimelineGroup
NewEdge Advisors, LLC2,034$40.3K<0.01%-24813F-HRTimeline
PRIVATE TRUST CO NA1,441$28.6K<0.01%-25213F-HRTimeline
Runnymede Capital Advisors, Inc.1,312$26K0.02%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,296$25K0.01%+98213F-HRTimeline
Front Row Advisors LLC1,200$23.8K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO886$17.6K<0.01%+2113F-HRTimelineGroup
FMR LLCin group FMR LLC171$3.39K<0.01%+2813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…147$2.91K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC33$654<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.33$646<0.01%013F-HRTimeline
NewSquare Capital LLC7$139<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$34<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.