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Disclosery

PGX INVESCO EXCH TRADED FD TR II

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PFD ETF (fund)

446 managers (453 13F filers) reported a position in PGX shares at 2025-03-31, 189,276,802 shares in all. 37 filers opened a position and 53 filers sold out during the quarter.

Managers
446
13F filers
453
New
37
Added
131
Reduced
177
Sold out
53
Shares held by filers
189,276,802

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
IHT Wealth Management, LLC30,933$347K0.01%-23313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…30,897$347K0.03%+5413F-HRTimeline
FF Advisors,LLC30,634$340K0.19%+5,42713F-HRTimeline
Edge Wealth Management LLC30,145$338K0.07%+2,19613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.30,000$337K0.04%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC29,414$330K0.01%-295,85313F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich29,250$328K<0.01%+2,74513F-HR/ATimeline
Arax Advisory Partners29,144$327K0.02%-6,18313F-HRTimeline
Mutual Advisors, LLC29,335$325K0.01%+1,45713F-HRTimeline
Friedenthal Financial28,940$325K0.19%-2,68013F-HRTimeline
SkyOak Wealth, LLC28,778$323K0.07%013F-HRTimeline
WOLVERINE TRADING, LLC28,417$322K0.01%new13F-HRTimeline
Portland Financial Advisors Inc28,670$322K0.82%-4,01813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…28,532$321K0.01%-88013F-HRTimelineGroup
Csenge Advisory Group29,006$317K0.02%+2,29313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC27,510$309K0.01%-116,92313F-HR/ATimeline
Wiser Advisor Group LLC27,318$307K0.45%+4213F-HRTimeline
J.W. COLE ADVISORS, INC.27,047$303K0.01%+15,50813F-HRTimeline
Focus Financial Network, Inc.26,936$302K0.01%-19013F-HRTimeline
Farther Finance Advisors, LLC26,802$302K0.01%+25,33813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.26,828$301K<0.01%-34813F-HRTimelineGroup
LANDAAS & CO /WI /ADV25,987$292K0.08%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK25,720$289K<0.01%new13F-HRTimelineGroup
Oxbow Advisors, LLC25,688$288K0.03%+10,53513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC25,413$285K0.02%-5,38813F-HRTimeline
Fortis Capital Advisors, LLC25,347$284K0.06%new13F-HRTimeline
Amplius Wealth Advisors, LLC24,761$278K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC24,661$277K0.04%-7,58613F-HRTimeline
VestGen Advisors, LLC24,423$274K0.01%13F-HRTimeline
Perigon Wealth Management, LLC24,358$273K0.01%-17713F-HRTimeline
PINNACLE ASSOCIATES LTD24,018$269K<0.01%+3,67413F-HRTimeline
Integrated Advisors Network LLC23,811$267K0.01%new13F-HRTimeline
Autumn Glory Partners, LLC23,627$265K0.13%013F-HRTimeline
Wilson & Boucher Capital Management, LLC23,400$263K0.2%-1,00013F-HRTimeline
Madrona Financial Services, LLC23,299$261K0.07%+78313F-HRTimeline
Mountain Hill Investment Partners Corp.22,905$257K0.25%013F-HRTimeline
Legacy Private Trust Co.22,405$251K0.02%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…21,922$246K<0.01%+12213F-HRTimelineGroup
Valeo Financial Advisors, LLC21,816$245K0.01%013F-HRTimeline
J. W. Coons Advisors, LLC21,535$242K0.06%-4,25013F-HRTimeline
Curbstone Financial Management Corp21,470$241K0.05%new13F-HRTimeline
Trinity Legacy Partners, LLC21,606$239K0.06%-371,94713F-HRTimeline
ACAS, LLC21,479$236K0.18%+11613F-HRTimeline
CVA Family Office, LLC20,600$231K0.04%+28113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,420$229K0.02%013F-HRTimeline
EVOKE WEALTH, LLC19,848$223K0.01%013F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC19,719$221K0.18%13F-HRTimeline
Western Wealth Management, LLC19,639$220K0.01%-5,92513F-HRTimeline
Coastal Bridge Advisors, LLC19,532$219K0.02%new13F-HR/ATimeline
Koshinski Asset Management, Inc.19,527$219K0.02%013F-HRTimeline
Cresset Asset Management, LLC19,217$216K<0.01%+20013F-HRTimeline
SAX WEALTH ADVISORS, LLC19,056$214K0.02%-2,89513F-HRTimeline
Marshall Financial Group, LLC19,040$214K0.05%013F-HRTimeline
Consolidated Portfolio Review Corp18,850$211K0.03%+1,60913F-HRTimeline
Apella Capital, LLC19,020$211K0.01%+17813F-HRTimeline
RDA Financial Network18,605$209K0.06%-1,50013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC18,236$205K<0.01%+17213F-HRTimeline
Camarda Financial Advisors, LLC17,995$202K0.09%new13F-HRTimeline
Capital Investment Advisors, LLC17,737$199K<0.01%-2013F-HRTimeline
BCS Wealth Management17,587$197K0.05%-7,48213F-HRTimeline
Clear Harbor Asset Management, LLC17,430$196K0.02%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV17,282$194K0.05%013F-HRTimeline
Patriot Financial Group Insurance Agenc…17,209$193K0.03%+66813F-HRTimeline
CALTON & ASSOCIATES, INC.16,846$189K0.04%new13F-HR/ATimeline
Providence First Trust Co16,800$188K0.08%-4,20013F-HRTimeline
Gladstone Institutional Advisory LLC16,686$187K0.01%-9,20613F-HRTimeline
Purus Wealth Management, LLC16,661$187K0.08%+3113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,064$180K<0.01%-3,44213F-HRTimelineGroup
WealthPlan Investment Management, LLC16,047$180K0.02%+1,04513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC16,000$180K0.07%+6,00013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV15,923$179K0.04%-1,272,71913F-HRTimeline
Texas Yale Capital Corp.15,800$177K0.01%+2,70013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,646$177K0.02%+3,74613F-HR/ATimeline
CENTRAL TRUST Co15,694$176K<0.01%-96913F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding15,684$176K0Timeline
Pinnacle Wealth Management Advisory Gro…15,389$173K0.02%new13F-HRTimeline
Tyler-Stone Wealth Management15,128$170K0.03%-81213F-HRTimeline
GenWealth Group, Inc.15,069$169K0.04%013F-HRTimeline
Blackston Financial Advisory Group, LLC15,054$169K0.11%-73513F-HR/ATimeline
Pinnacle Financial Partners Inc15,000$168K<0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,987$168K0.01%013F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC14,658$164K0.14%+17513F-HRTimeline
Empirical Financial Services, LLC d.b.a…14,423$162K<0.01%new13F-HRTimeline
CAP Partners, LLC14,293$160K0.12%-2,99113F-HRTimeline
Financial Insights, Inc.14,200$159K0.06%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,035$158K0.01%-14,20013F-HR/ATimeline
Red Door Wealth Management, LLC14,000$157K0.02%-1,00013F-HRTimeline
Weaver Consulting Group13,571$152K0.05%013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…13,563$152K0.14%+1,79913F-HRTimeline
Advisory Services Network, LLC13,487$151K<0.01%-10,76213F-HRTimeline
Matthew Goff Investment Advisor, LLC13,460$151K0.03%013F-HRTimeline
BALANCED WEALTH GROUP LLC13,257$149K0.07%-27,59713F-HRTimeline
Merit Financial Group, LLC13,085$147K<0.01%-7,64113F-HRTimeline
GTS SECURITIES LLC13,080$147K0.01%new13F-HRTimeline
Carnegie Lake Advisors LLC13,052$146K0.06%-3,50013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…13,000$146K0.03%-62813F-HRTimelineGroup
ROGCO, LP12,605$141K0.06%013F-HRTimeline
United Community Bankin group United Community Bank12,598$141K0.05%-34013F-HRTimelineGroup
Fisher Asset Management, LLC12,527$141K<0.01%new13F-HRTimeline
Farrell Financial LLC12,494$140K0.1%+13913F-HRTimeline
Global Assets Advisory, LLC12,594$140K0.03%new13F-HRTimeline
Beacon Pointe Advisors, LLC12,373$139K<0.01%-24713F-HRTimeline
Kovack Advisors, Inc.12,281$138K0.01%+18813F-HRTimeline
Joule Financial, LLC12,229$137K0.05%-5,15613F-HRTimeline
FineMark National Bank & Trust12,190$137K<0.01%013F-HRTimeline
COOKSON PEIRCE & CO INC12,154$136K0.01%+4913F-HRTimeline
B. Riley Wealth Advisors, Inc.12,051$135K<0.01%-40713F-HRTimeline
Paragon Private Wealth Management, LLC11,939$134K0.06%-12,57113F-HRTimeline
Alpha Cubed Investments, LLC11,752$132K0.01%new13F-HRTimeline
Sheaff Brock Investment Advisors, LLC11,433$128K0.01%-17,00013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,398$128K<0.01%-40613F-HRTimelineGroup
Coordinated Financial Services, Inc./CO11,334$127K0.1%13F-HRTimeline
Hilltop Partners LLC11,250$126K0.04%-58813F-HRTimeline
Prostatis Group LLC11,168$125K0.04%+113F-HRTimeline
Balanced Rock Investment Advisors LLC11,097$125K0.1%-58913F-HRTimeline
Moors & Cabot, Inc.11,064$124K0.01%-2613F-HRTimeline
Rathbones Group PLC11,000$123K<0.01%013F-HRTimeline
Roger Wittlin Investment Advisory, LLC10,980$123K0.07%+16013F-HRTimeline
Prime Capital Investment Advisors, LLC10,809$121K<0.01%new13F-HRTimeline
Bank of New Hampshire10,800$121K0.03%013F-HRTimeline
Fortitude Advisory Group L.L.C.11,064$120K0.09%+213F-HRTimeline
Old Port Advisors10,578$119K0.04%-75313F-HRTimeline
WESBANCO BANK INC10,524$118K<0.01%+13213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,250$115K<0.01%013F-HRTimelineGroup
Cladis Investment Advisory, LLC10,177$114K0.08%013F-HRTimeline
HMV Wealth Advisors, LLC10,095$113K0.09%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,375$113K0.05%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC10,000$112K0.03%013F-HRTimeline
LFA - Lugano Financial Advisors SA9,530$107K0.07%+7,55513F-HRTimeline
Glass Jacobson Investment Advisors llc9,178$106K0.03%013F-HRTimeline
Fourth Dimension Wealth, LLC8,993$101K0.05%-6813F-HRTimeline
UMB Bank, n.a.8,325$93.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
S.A. Mason LLC8,155$91.5K0.05%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.8,093$90.8K0.31%013F-HRTimeline
DUNCKER STREETT & CO INC8,000$89.8K0.02%013F-HRTimeline
Register Financial Advisors LLC7,611$85.4K0.04%+4713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,525$84.4K0.01%+62513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\7,508$84.2K<0.01%-3913F-HRTimelineGroup
Robbins Farley7,473$83.8K0.04%013F-HRTimeline
AMERIFLEX GROUP, INC.6,851$76.9K0.03%-99913F-HRTimeline
Main Street Group, LTD6,796$76.2K0.03%+2,07713F-HRTimeline
AdvisorNet Financial, Inc6,650$74.6K0.01%-50013F-HRTimeline
Palouse Capital Management, Inc.6,629$74.4K0.05%013F-HRTimeline
Bangor Savings Bank6,500$72.9K0.01%013F-HRTimeline
Parallel Advisors, LLC6,498$72.9K<0.01%+3813F-HRTimeline
Capital Investment Advisory Services, L…6,415$72K0.01%-21013F-HRTimeline
CoreCap Advisors, LLC6,076$68.2K<0.01%-242,99713F-HRTimeline
HARBOUR INVESTMENTS, INC.5,720$64.2K<0.01%+1,16113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC5,704$64K0.03%-70013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,500$61.7K<0.01%-4013F-HRTimelineGroup
FIRST UNITED BANK & TRUST5,315$59.6K0.02%-11,16513F-HRTimeline
North Star Investment Management Corp.4,878$54.7K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC4,835$54.2K0.02%-19,23413F-HRTimeline
Cedar Wealth Management, LLC4,429$49.7K0.02%013F-HRTimeline
Millstone Evans Group, LLC4,316$48.4K0.03%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.4,258$47.8K0.04%013F-HRTimeline
Provenance Wealth Advisors, LLC4,220$47.3K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC4,047$45.4K<0.01%+30113F-HRTimeline
HHM Wealth Advisors, LLC4,040$45.3K0.01%+4313F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.4,000$44.9K0.02%013F-HRTimeline
SVB WEALTH LLC3,860$43.3K<0.01%new13F-HRTimeline
Roxbury Financial LLC3,546$41.4K0.04%+2713F-HRTimeline
JTC Employer Solutions Trustee Ltd3,617$41K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC3,535$39.7K0.01%013F-HRTimeline
SRH ADVISORS, LLC3,500$39.3K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,345$37.5K0.01%013F-HRTimeline
Piscataqua Savings Bank3,211$36K0.03%-1,31913F-HRTimeline
Blue Trust, Inc.3,191$35.8K<0.01%+1,10313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,100$34.8K<0.01%013F-HRTimelineGroup
Kentucky Trust Co3,080$34.6K0.02%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,000$33.7K0.02%013F-HRTimeline
EASTERN BANK3,000$33.7K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,899$32.5K0.01%-1,12813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,793$31.3K0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,775$31.1K<0.01%013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,589$29K<0.01%-37313F-HRTimelineGroup
Founders Financial Alliance, LLC2,580$29K0.01%+3113F-HRTimeline
Wilmington Savings Fund Society, FSB2,525$28.3K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,400$26.9K<0.01%013F-HRTimeline
McIlrath & Eck, LLC2,386$26.8K<0.01%013F-HRTimeline
JDM Financial Group LLC2,370$26.6K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.2,310$25.9K0.01%+3413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,100$23.6K<0.01%-1,84013F-HRTimelineGroup
FMR LLCin group FMR LLC2,075$23.3K<0.01%-1,20913F-HRTimelineGroup
Crewe Advisors LLC2,048$23K<0.01%-12513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,000$22.4K<0.01%013F-HRTimelineGroup
NFSG Corp2,000$22.4K0.01%-1,32513F-HRTimeline
Winthrop Capital Management, LLC1,966$22K0.01%+2813F-HRTimeline
REDMONT WEALTH ADVISORS LLC1,861$20.9K0.04%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,756$20K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,752$20K0.01%+2613F-HRTimeline
Bernard Wealth Management Corp.1,608$18K0.01%-14413F-HRTimeline
Larson Financial Group LLC1,589$17.8K<0.01%+2313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,570$17.6K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,500$16.8K<0.01%13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,479$16.6K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…1,337$15K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,273$14.3K0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,206$13.5K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,200$13.5K<0.01%-3,52013F-HRTimeline