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Disclosery

PGX INVESCO EXCH TRADED FD TR II

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PFD ETF (fund)

424 managers (431 13F filers) reported a position in PGX shares at 2025-06-30, 172,742,917 shares in all. 38 filers opened a position and 60 filers sold out during the quarter.

Managers
424
13F filers
431
New
38
Added
114
Reduced
181
Sold out
60
Shares held by filers
172,742,917

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Portland Financial Advisors Inc27,640$308K0.74%-1,03013F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC27,145$302K2.46%-16,06213F-HRTimeline
Perigon Wealth Management, LLC26,812$298K0.01%+2,45413F-HRTimeline
Focus Financial Network, Inc.26,801$298K0.01%-13513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.26,384$294K<0.01%-44413F-HRTimelineGroup
LANDAAS & CO /WI /ADV25,987$289K0.07%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…25,687$286K0.01%-2,84513F-HRTimelineGroup
Foundations Investment Advisors, LLC25,571$285K<0.01%new13F-HRTimeline
IHT Wealth Management, LLC25,425$283K0.01%-5,50813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK25,391$283K<0.01%-32913F-HRTimelineGroup
Sowell Financial Services LLC25,250$281K0.01%-54,56713F-HRTimeline
Oxbow Advisors, LLC25,131$280K0.03%-55713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,063$279K0.01%-4,35113F-HRTimelineGroup
Madrona Financial Services, LLC24,846$277K0.07%+1,54713F-HRTimeline
Amplius Wealth Advisors, LLC24,761$276K0.03%013F-HRTimeline
Camarda Financial Advisors, LLC24,560$273K0.11%+6,56513F-HRTimeline
Farther Finance Advisors, LLC24,085$268K0.01%-2,71713F-HRTimeline
Autumn Glory Partners, LLC23,627$263K0.12%013F-HRTimeline
GPS Wealth Strategies Group, LLC23,526$262K0.03%-1,13513F-HRTimeline
Wilson & Boucher Capital Management, LLC23,400$260K0.18%013F-HRTimeline
Mountain Hill Investment Partners Corp.22,905$255K0.21%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,484$250K<0.01%-100,29013F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.22,357$249K0.01%-27,59313F-HRTimeline
ACAS, LLC21,595$248K0.17%+11613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV22,255$248K0.02%+1,83513F-HRTimeline
PINNACLE ASSOCIATES LTD22,125$246K<0.01%-1,89313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…21,922$244K<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.21,803$243K0.01%-5,24413F-HRTimeline
Trinity Legacy Partners, LLC21,606$242K0.06%013F-HRTimeline
J. W. Coons Advisors, LLC21,535$240K0.05%013F-HRTimeline
MIdWestOne Financial Group, Inc.21,400$238K0.03%new13F-HRTimeline
Valeo Financial Advisors, LLC21,209$236K0.01%-60713F-HR/ATimeline
CVA Family Office, LLC20,892$233K0.03%+29213F-HRTimeline
Legacy Private Trust Co.20,700$230K0.01%-1,70513F-HRTimeline
MainStreet Investment Advisors LLC20,518$228K0.03%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,337$226K0.01%+5,35013F-HRTimelineGroup
American Trust20,238$225K0.02%new13F-HRTimeline
EVOKE WEALTH, LLC19,848$221K0.01%013F-HRTimeline
Coastal Bridge Advisors, LLC19,729$220K0.02%+19713F-HRTimeline
Koshinski Asset Management, Inc.19,527$217K0.02%013F-HRTimeline
Apella Capital, LLC19,196$216K0.01%+17613F-HRTimeline
NORTH DALLAS BANK & TRUST CO19,250$214K0.16%13F-HRTimeline
Marshall Financial Group, LLC19,040$214K0.04%013F-HRTimeline
RDA Financial Network18,605$207K0.06%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC18,408$205K<0.01%+17213F-HRTimeline
Western Wealth Management, LLC17,926$200K0.01%-1,71313F-HRTimeline
Consolidated Portfolio Review Corp17,850$199K0.03%-1,00013F-HRTimeline
TWO SIGMA SECURITIES, LLC17,755$198K0.02%-43,73913F-HRTimeline
SAX WEALTH ADVISORS, LLC17,509$195K0.01%-1,54713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV17,282$192K0.04%013F-HRTimeline
CALTON & ASSOCIATES, INC.16,935$188K0.03%+8913F-HRTimeline
Clear Harbor Asset Management, LLC16,880$188K0.01%-55013F-HRTimeline
Purus Wealth Management, LLC16,692$186K0.06%+3113F-HR/ATimeline
WealthPlan Investment Management, LLC16,303$181K0.01%+25613F-HRTimeline
Texas Yale Capital Corp.16,250$181K0.01%+45013F-HRTimeline
AE Wealth Management LLC16,119$179K<0.01%-64,69313F-HRTimeline
Providence First Trust Co16,100$179K0.06%-70013F-HRTimeline
GRIES FINANCIAL LLC15,823$176K0.03%-26,09113F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding15,684$175K0Timeline
VestGen Advisors, LLC15,665$174K0.01%-8,75813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,657$174K<0.01%-40713F-HRTimelineGroup
Gladstone Institutional Advisory LLC15,287$170K0.01%-1,39913F-HRTimeline
Tyler-Stone Wealth Management15,243$170K0.03%+11513F-HRTimeline
GenWealth Group, Inc.15,069$168K0.03%013F-HRTimeline
Patriot Financial Group Insurance Agenc…14,823$165K0.02%-2,38613F-HRTimeline
Financial Insights, Inc.14,600$162K0.06%+40013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC14,554$162K0.12%-10413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,512$162K0.01%-1,13413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…14,389$160K0.01%-1,00013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV14,404$160K0.03%-1,51913F-HRTimeline
CAP Partners, LLC14,219$158K0.1%-7413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,900$155K<0.01%new13F-HR/ATimelineGroup
Leading Edge Financial Planning LLC13,827$154K0.04%new13F-HRTimeline
CENTRAL TRUST Co13,539$151K<0.01%-2,15513F-HRTimeline
Matthew Goff Investment Advisor, LLC13,460$150K0.03%013F-HRTimeline
Blackston Financial Advisory Group, LLC13,448$150K0.09%-1,60613F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,996$145K0.03%-413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,770$142K<0.01%new13F-HRTimelineGroup
Carnegie Lake Advisors LLC12,720$142K0.06%-33213F-HRTimeline
Farrell Financial LLC12,676$141K0.09%+18213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,675$141K0.01%-1,36013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,661$141K<0.01%-17,75513F-HR/ATimelineGroup
United Community Bankin group United Community Bank12,598$140K0.05%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,504$139K<0.01%-109,44213F-HRTimelineGroup
Joule Financial, LLC12,320$137K0.04%+9113F-HRTimeline
Weaver Consulting Group12,314$137K0.04%-1,25713F-HRTimeline
FineMark National Bank & Trust12,190$136K<0.01%013F-HRTimeline
COOKSON PEIRCE & CO INC12,154$135K0.01%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd12,000$134K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.11,823$132K0.01%-45813F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…11,743$131K0.1%-1,82013F-HRTimeline
Coordinated Financial Services, Inc.11,674$130K0.09%13F-HRTimeline
Beacon Pointe Advisors, LLC11,624$129K<0.01%-74913F-HRTimeline
Merit Financial Group, LLC11,588$129K<0.01%-1,49713F-HRTimeline
O'ROURKE & COMPANY, Inc11,420$127K0.06%new13F-HRTimeline
Prostatis Group LLC11,170$124K0.04%+213F-HRTimeline
Fortitude Advisory Group L.L.C.11,066$123K0.07%+213F-HRTimeline
Rathbones Group PLC11,000$122K<0.01%013F-HRTimeline
Gateway Wealth Partners, LLC10,909$121K0.02%-58,19013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,860$121K<0.01%-53813F-HRTimelineGroup
Moors & Cabot, Inc.10,585$118K0.01%-47913F-HRTimeline
WESBANCO BANK INC10,524$117K<0.01%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,375$116K0.04%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,430$116K0.03%-60,28313F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,250$114K<0.01%013F-HRTimelineGroup
Cladis Investment Advisory, LLC10,177$113K0.07%013F-HRTimeline
CHOREO, LLC10,026$112K<0.01%new13F-HRTimeline
S.A. Mason LLC9,930$111K0.05%+1,77513F-HRTimeline
LFA - Lugano Financial Advisors SA9,530$106K0.06%013F-HRTimeline
Bank of New Hampshire9,200$102K0.03%-1,60013F-HRTimeline
UMB Bank, n.a.8,325$92.7K<0.01%013F-HR/ATimeline
GAMMA Investing LLC8,255$91.9K0.01%-26,99113F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.8,093$90.1K0.28%013F-HRTimeline
DUNCKER STREETT & CO INC8,000$89K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,819$87K<0.01%+31113F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.7,525$83.8K0.01%013F-HRTimelineGroup
Robbins Farley7,473$83.2K0.04%013F-HRTimeline
Fourth Dimension Wealth, LLC7,086$78.9K0.03%-1,90713F-HRTimeline
Main Street Group, LTD6,747$75.1K0.02%-4913F-HRTimeline
AdvisorNet Financial, Inc6,650$74K<0.01%013F-HRTimeline
Palouse Capital Management, Inc.6,629$73.8K0.05%013F-HRTimeline
CoreCap Advisors, LLC6,511$72.5K<0.01%+43513F-HRTimeline
Bangor Savings Bank6,500$72.3K0.01%013F-HRTimeline
Parallel Advisors, LLC6,460$71.9K<0.01%-3813F-HRTimeline
Capital Investment Advisory Services, L…6,419$71.4K0.01%+413F-HRTimeline
HARBOUR INVESTMENTS, INC.5,624$62.6K<0.01%-9613F-HRTimeline
Provenance Wealth Advisors, LLC5,591$62.2K0.01%+1,37113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,511$61.3K<0.01%+1113F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…5,430$60.4K0.01%+2,63713F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC5,404$60.1K0.03%-30013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC4,896$54.5K0.01%+6113F-HRTimeline
North Star Investment Management Corp.4,878$54.3K<0.01%013F-HRTimeline
Cedar Wealth Management, LLC4,429$49.3K0.02%013F-HRTimeline
Millstone Evans Group, LLC4,316$48K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC4,212$46.9K<0.01%+16513F-HRTimeline
FIRST UNITED BANK & TRUST4,060$45.2K0.02%-1,25513F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.4,000$44.5K0.02%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,897$44.3K0.01%new13F-HRTimeline
Blue Trust, Inc.3,895$43.4K<0.01%+70413F-HRTimeline
ROGCO, LP3,805$42.4K0.02%-8,80013F-HRTimeline
JTC Employer Solutions Trustee Ltd3,617$40K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC3,535$39.3K0.01%013F-HRTimeline
SRH ADVISORS, LLC3,500$39K0.01%013F-HRTimeline
MOTCO3,400$38.5K<0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,345$37.2K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,100$34.5K<0.01%013F-HRTimelineGroup
Kentucky Trust Co3,080$34.3K0.02%013F-HRTimeline
EASTERN BANK3,000$33.4K<0.01%013F-HRTimeline
Abound Wealth Management2,972$33.1K0.01%new13F-HRTimeline
Clearstead Trust, LLC2,851$31.7K0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,775$30.9K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC2,611$29.1K0.01%+3113F-HRTimeline
Piscataqua Savings Bank2,578$28.7K0.02%-63313F-HRTimeline
Wilmington Savings Fund Society, FSB2,525$28.1K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,506$27.9K<0.01%-8313F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC2,400$26.7K<0.01%013F-HRTimeline
JDM Financial Group LLC2,370$26.4K0.01%013F-HRTimeline
McIlrath & Eck, LLC2,176$24.2K<0.01%-21013F-HRTimeline
Crewe Advisors LLC2,048$22.8K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,017$22.4K<0.01%-8313F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources2,000$22.3K<0.01%013F-HRTimelineGroup
NFSG Corp2,000$22.3K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC1,995$22K0.01%+2913F-HRTimeline
REDMONT WEALTH ADVISORS LLC1,861$20.7K0.03%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,777$20K0.01%+2513F-HRTimeline
FMR LLCin group FMR LLC1,725$19.2K<0.01%-35013F-HRTimelineGroup
Bernard Wealth Management Corp.1,620$18K0.01%+1213F-HRTimeline
Larson Financial Group LLC1,612$17.9K<0.01%+2313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,570$17.5K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.1,554$17.3K<0.01%-75613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,500$16.7K<0.01%13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,479$16.5K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,400$15.6K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…1,337$14.9K0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,206$13.4K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,200$13.4K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,170$13.2K<0.01%+2413F-HRTimeline
Rialto Wealth Management, LLC1,108$12.3K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,080$12K<0.01%-2,96013F-HRTimeline
Sunbelt Securities, Inc.973$11.2K<0.01%+41613F-HRTimeline
Front Row Advisors LLC1,000$11.1K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC789$8.78K<0.01%-17013F-HRTimeline
Strategic Investment Solutions, Inc. /IL725$8.07K<0.01%-2,17413F-HRTimeline
Westside Investment Management, Inc.704$7.83K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC647$7.2K<0.01%013F-HRTimeline
New England Capital Financial Advisors …608$6.77K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…600$6.68K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…570$6.34K<0.01%new13F-HRTimelineGroup
ADIRONDACK TRUST CO500$5.57K<0.01%-30013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.500$5.57K<0.01%013F-HRTimeline
Traub Capital Management LLC500$5.57K0.01%13F-HRTimeline
Robinswood Financial LLC472$5.25K<0.01%013F-HRTimeline
WealthShield Partners, LLC455$5.06K<0.01%+14813F-HRTimeline
WOLFF WIESE MAGANA LLC453$5.04K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC449$5K<0.01%+3013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management441$4.91K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC320$3.56K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC300$3.34K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.314$3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NVWM, LLC209$2.33K<0.01%013F-HRTimeline