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Disclosery

PGX INVESCO EXCH TRADED FD TR II

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PFD ETF (fund)

399 managers (404 13F filers) reported a position in PGX shares at 2025-09-30, 164,900,222 shares in all. 31 filers opened a position and 49 filers sold out during the quarter.

Managers
399
13F filers
404
New
31
Added
118
Reduced
154
Sold out
49
Shares held by filers
164,900,222

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Sowell Financial Services LLC25,421$295K0.01%+17113F-HRTimeline
Focus Financial Network, Inc.25,389$295K0.01%-1,41213F-HRTimeline
Murphy & Mullick Capital Management Corp25,221$293K0.22%-5,24613F-HRTimeline
Crabel Capital Management, LLC25,169$292K0.26%-6,52213F-HRTimeline
Madrona Financial Services, LLC24,824$288K0.06%-2213F-HRTimeline
Amplius Wealth Advisors, LLC24,761$287K0.02%013F-HRTimeline
Farther Finance Advisors, LLC24,603$285K<0.01%+51813F-HRTimeline
Autumn Glory Partners, LLC23,627$274K0.11%013F-HRTimeline
Independence Bank of Kentucky23,560$273K0.04%-11,15013F-HRTimeline
IHT Wealth Management, LLC23,208$269K0.01%-2,21713F-HRTimeline
GPS Wealth Strategies Group, LLC23,013$267K0.03%-51313F-HRTimeline
Mountain Hill Investment Partners Corp.22,905$266K0.23%013F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC22,576$262K2.2%-4,56913F-HRTimeline
Wilson & Boucher Capital Management, LLC22,500$261K0.17%-90013F-HRTimeline
American Trust22,334$259K0.02%+2,09613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…21,922$254K<0.01%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV21,755$252K0.02%-50013F-HRTimeline
MIdWestOne Financial Group, Inc.21,400$248K0.03%013F-HRTimeline
CVA Family Office, LLC21,190$246K0.03%+29813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…20,954$243K0.02%+6,56513F-HRTimeline
Legacy Private Trust Co.20,700$240K0.01%013F-HRTimeline
Valeo Financial Advisors, LLC20,621$239K0.01%-58813F-HRTimeline
TWO SIGMA SECURITIES, LLC20,277$235K0.03%+2,52213F-HRTimeline
Mutual Advisors, LLC20,089$232K0.01%-8,65913F-HRTimeline
Coastal Bridge Advisors, LLC19,929$231K0.02%+20013F-HRTimeline
EVOKE WEALTH, LLC19,848$230K<0.01%013F-HRTimeline
Consolidated Portfolio Review Corp19,353$224K0.03%+1,50313F-HRTimeline
Marshall Financial Group, LLC19,040$221K0.04%013F-HRTimeline
Oxbow Advisors, LLC18,757$218K0.02%-6,37413F-HRTimeline
RDA Financial Network18,605$216K0.05%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC18,583$216K<0.01%+17513F-HRTimeline
Apella Capital, LLC18,380$212K<0.01%-81613F-HRTimeline
Koshinski Asset Management, Inc.18,227$211K0.01%-1,30013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…18,054$209K<0.01%+17,48413F-HRTimelineGroup
Trinity Legacy Partners, LLC18,100$207K0.05%-3,50613F-HRTimeline
Argent Trust Co17,708$205K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.17,359$201K<0.01%-4,44413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV17,282$200K0.04%013F-HRTimeline
MainStreet Investment Advisors LLC16,968$197K0.03%-3,55013F-HRTimeline
Western Wealth Management, LLC16,892$196K0.01%-1,03413F-HRTimeline
Clear Harbor Asset Management, LLC16,880$196K0.01%013F-HR/ATimeline
Purus Wealth Management, LLC16,724$194K0.06%+3213F-HRTimeline
CALTON & ASSOCIATES, INC.16,669$193K0.03%-26613F-HRTimeline
SAX WEALTH ADVISORS, LLC16,359$190K0.01%-1,15013F-HRTimeline
Texas Yale Capital Corp.16,250$188K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC16,093$187K<0.01%-20,73913F-HRTimelineGroup
GRIES FINANCIAL LLC15,993$186K0.03%+17013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding15,684$182K0Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,578$181K<0.01%+2,91713F-HRTimelineGroup
Providence First Trust Co15,600$181K0.06%-50013F-HRTimeline
HARBOUR INVESTMENTS, INC.15,416$179K<0.01%+9,79213F-HRTimeline
GenWealth Group, Inc.15,069$175K0.03%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,987$174K0.01%-5,35013F-HRTimelineGroup
Weitzel Financial Services, Inc.14,843$171K0.07%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,716$171K<0.01%+81613F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,618$170K<0.01%-1,03913F-HRTimelineGroup
Financial Insights, Inc.14,600$169K0.06%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,512$168K0.01%013F-HRTimeline
CAP Partners, LLC14,287$166K0.09%+6813F-HRTimeline
WealthPlan Investment Management, LLC14,139$164K0.01%-2,16413F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV14,090$163K0.03%-31413F-HRTimeline
Buck Wealth Strategies, LLC13,556$157K0.02%-161,38213F-HRTimeline
Weaver Consulting Group13,144$152K0.04%+83013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,996$151K0.03%013F-HRTimelineGroup
Farrell Financial LLC12,861$149K0.09%+18513F-HRTimeline
Carnegie Lake Advisors LLC12,720$148K0.06%013F-HRTimeline
Larson Financial Group LLC12,590$146K0.01%+10,97813F-HRTimeline
Gladstone Institutional Advisory LLC12,406$144K0.01%-2,88113F-HRTimeline
AE Wealth Management LLC12,384$144K<0.01%-3,73513F-HRTimeline
Simplicity Wealth,LLC12,340$143K0.01%new13F-HRTimeline
Joule Financial, LLC12,291$143K0.04%-2913F-HRTimeline
FineMark National Bank & Trust12,190$141K<0.01%013F-HRTimeline
COOKSON PEIRCE & CO INC12,154$141K0.01%013F-HRTimeline
Coordinated Financial Services, Inc.11,804$137K0.09%+13013F-HRTimeline
Matthew Goff Investment Advisor, LLC11,764$136K0.02%-1,69613F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…11,725$136K0.1%-1813F-HRTimeline
Snowden Capital Advisors LLC11,540$134K<0.01%new13F-HRTimeline
O'ROURKE & COMPANY, Inc11,486$133K0.06%+6613F-HRTimeline
CENTRAL TRUST Co11,098$129K<0.01%-2,44113F-HRTimeline
Fortitude Advisory Group L.L.C.11,069$128K0.07%+313F-HRTimeline
Rathbones Group PLC11,000$128K<0.01%013F-HRTimeline
Prostatis Group LLC10,972$127K0.03%-19813F-HRTimeline
Gateway Wealth Partners, LLC10,961$127K0.02%+5213F-HRTimeline
Blackston Financial Advisory Group, LLC10,739$125K0.07%-2,70913F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,568$123K<0.01%-29213F-HRTimelineGroup
Main Street Financial Solutions, LLC10,559$122K0.01%new13F-HRTimeline
WESBANCO BANK INC10,524$122K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,374$120K<0.01%-14,68913F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,250$119K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…10,094$117K0.01%+3,67513F-HRTimeline
S.A. Mason LLC9,930$115K0.05%013F-HRTimeline
LFA - Lugano Financial Advisors SA9,530$110K0.06%013F-HRTimeline
FMR LLCin group FMR LLC8,848$103K<0.01%+7,12313F-HRTimelineGroup
AMERIFLEX GROUP, INC.8,388$97.3K0.04%+8,23013F-HRTimeline
UMB Bank, n.a.8,325$96.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US BANCORP \DE\in group US BANCORP \DE\8,239$95.6K<0.01%+42013F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.8,093$93.9K0.26%013F-HRTimeline
DUNCKER STREETT & CO INC8,000$92.8K0.02%013F-HRTimeline
Robbins Farley7,621$88.4K0.04%+14813F-HRTimeline
Crewe Advisors LLC7,327$85K0.01%+5,27913F-HRTimeline
Bank of New Hampshire7,200$83.5K0.02%-2,00013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.6,900$80K0.01%-62513F-HRTimelineGroup
CoreCap Advisors, LLC6,887$79.9K<0.01%+37613F-HRTimeline
AdvisorNet Financial, Inc6,650$77.1K<0.01%013F-HRTimeline
Palouse Capital Management, Inc.6,629$76.9K0.05%013F-HRTimeline
Fourth Dimension Wealth, LLC6,603$76.6K0.03%-48313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST6,570$76.2K0.01%new13F-HRTimeline
Bangor Savings Bank6,500$75.4K0.01%013F-HRTimeline
Parallel Advisors, LLC6,460$74.9K<0.01%013F-HRTimeline
Advisory Services Network, LLC6,015$69.8K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC5,591$64.9K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,500$63.8K<0.01%-1113F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC5,424$62.9K0.03%+2013F-HRTimeline
Main Street Group, LTD5,077$58.9K0.02%-1,67013F-HRTimeline
North Star Investment Management Corp.4,878$56.6K<0.01%013F-HRTimeline
Cedar Wealth Management, LLC4,429$51.4K0.02%013F-HRTimeline
Millstone Evans Group, LLC4,316$50.1K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC4,202$48.7K<0.01%-1013F-HRTimeline
Blue Trust, Inc.4,190$48.6K<0.01%+29513F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.4,000$46.4K0.02%013F-HRTimeline
WealthShield Partners, LLC3,885$45.1K0.01%+3,43013F-HRTimeline
ROGCO, LP3,805$44.1K0.02%013F-HRTimeline
JTC Employer Solutions Trustee Ltd3,617$42K<0.01%013F-HRTimeline
SRH ADVISORS, LLC3,500$40.6K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,345$38.8K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST3,178$36.9K0.01%-88213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,100$36K<0.01%013F-HRTimelineGroup
Kentucky Trust Co3,080$35.7K0.02%013F-HRTimeline
EASTERN BANK3,000$34.8K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,884$33.5K<0.01%-22,80313F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC2,775$32.2K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,759$32K<0.01%+74213F-HRTimelineGroup
Piscataqua Savings Bank2,578$29.9K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,525$29.3K<0.01%013F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,506$29.1K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC2,386$27.7K<0.01%+21013F-HRTimeline
JDM Financial Group LLC2,370$27.5K0.01%013F-HRTimeline
Founders Financial Alliance, LLC2,217$25.7K<0.01%-39413F-HRTimeline
NFSG Corp2,000$23.2K<0.01%013F-HRTimeline
Kings Path Partners LLC2,000$23.2K0.01%new13F-HRTimeline
GAMMA Investing LLC1,989$23.1K<0.01%-6,26613F-HRTimeline
Winthrop Capital Management, LLC2,024$23K0.01%+2913F-HRTimeline
REDMONT WEALTH ADVISORS LLC1,861$21.6K0.03%013F-HRTimeline
Smartleaf Asset Management LLC1,835$21.4K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,803$21K0.01%+2613F-HRTimeline
Qube Research & Technologies Ltd1,736$20.1K<0.01%-59,28413F-HRTimeline
SOA Wealth Advisors, LLC.1,577$18.3K<0.01%+2313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,570$18.2K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,500$17.4K<0.01%13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,479$17.2K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,400$16.2K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.1,385$16.1K0.01%-23513F-HRTimeline
Vermillion & White Wealth Management Gr…1,337$15.5K0.01%013F-HRTimeline
Strategic Advocates LLC1,275$14.8K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC1,206$14K<0.01%013F-HRTimeline
FIRST HORIZON CORP1,200$13.9K<0.01%13F-HRTimeline
Salomon & Ludwin, LLC1,170$13.7K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,150$13.3K<0.01%+1,12913F-HRTimeline
Rialto Wealth Management, LLC1,108$12.9K<0.01%013F-HRTimeline
Front Row Advisors LLC1,000$11.6K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC1,000$11.6K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC789$9.23K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL725$8.41K<0.01%013F-HRTimeline
Westside Investment Management, Inc.704$8.17K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC647$7.5K<0.01%013F-HRTimeline
New England Capital Financial Advisors …608$7.05K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…600$6.96K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.558$6.47K<0.01%-41513F-HRTimeline
HHM Wealth Advisors, LLC540$6.26K<0.01%-54013F-HRTimeline
ADIRONDACK TRUST CO500$5.8K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.500$5.8K<0.01%013F-HRTimeline
Robinswood Financial LLC472$5.47K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC453$5.25K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management441$5.12K<0.01%013F-HRTimelineGroup
SIMA Wealth Partners, LLC440$5.1K<0.01%new13F-HRTimeline
Root Financial Partners, LLC374$4.34K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.314$4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ancora Advisors LLCin group Ancora Advisors LLC320$3.71K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc300$3.48K<0.01%new13F-HRTimeline
Providence Capital Advisors, LLC258$2.99K<0.01%+17013F-HRTimeline
Westfuller Advisors, LLC245$2.84K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN160$1.86K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC129$1.5K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC97$1.12K<0.01%+213F-HRTimeline
Key Financial Inc94$1.1K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC148$1K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners80$928<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp72$835<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.66$766<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC60$696<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC54$626<0.01%new13F-HRTimeline
Costello Asset Management, INC49$572<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC30$348<0.01%-41913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC25$290<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC13$151<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3$35<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1$12<0.01%new13F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.1$10<0.01%new13F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.