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Disclosery

PGX INVESCO EXCH TRADED FD TR II

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PFD ETF (fund)

411 managers (418 13F filers) reported a position in PGX shares at 2026-03-31, 191,400,328 shares in all. 42 filers opened a position and 45 filers sold out during the quarter.

Managers
411
13F filers
418
New
42
Added
126
Reduced
139
Sold out
45
Shares held by filers
191,400,328

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Foundations Investment Advisors, LLC23,643$257K<0.01%+1,35013F-HRTimeline
Autumn Glory Partners, LLC23,627$257K0.09%013F-HRTimeline
Crews Bank & Trust23,255$253K0.04%-1,50013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,957$249K<0.01%new13F-HRTimelineGroup
Mountain Hill Investment Partners Corp.22,905$249K0.15%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…22,801$248K<0.01%013F-HRTimelineGroup
Stone Summit Wealth LLC22,699$247K0.07%-2,30013F-HRTimeline
HARBOUR INVESTMENTS, INC.22,582$246K<0.01%+5,55413F-HRTimeline
Wilson & Boucher Capital Management, LLC22,500$245K0.16%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.22,497$245K<0.01%-145,80413F-HRTimelineGroup
Murphy & Mullick Capital Management Corp22,485$245K0.18%-79913F-HRTimeline
Amplius Wealth Advisors, LLC21,761$237K0.02%013F-HRTimeline
American Trust21,618$235K0.02%-1,15513F-HRTimeline
Texas Yale Capital Corp.21,600$235K0.01%+5,35013F-HRTimeline
Farther Finance Advisors, LLC21,389$235K<0.01%+16813F-HRTimeline
IHT Wealth Management, LLC21,419$233K0.01%-58113F-HRTimeline
GM Advisory Group, LLC21,229$231K0.01%+10813F-HRTimeline
WCG Wealth Advisors LLC21,001$228K0.01%-1,08513F-HRTimeline
Mutual Advisors, LLC20,794$226K<0.01%+313F-HRTimeline
Legacy Private Trust Co.20,700$225K0.01%013F-HRTimeline
Apella Capital, LLC19,507$220K<0.01%+92913F-HRTimeline
EVOKE WEALTH, LLC19,848$216K<0.01%013F-HRTimeline
Farrell Financial LLC19,607$213K0.13%+17213F-HRTimeline
Independence Bank of Kentucky19,585$213K0.03%-1,95013F-HRTimeline
NORTH DALLAS BANK & TRUST CO19,250$209K0.14%013F-HRTimeline
Sigma Planning Corp19,239$209K0.01%-4,94613F-HRTimeline
Marshall Financial Group, LLC19,040$207K0.03%013F-HRTimeline
Friday Financial18,923$206K0.07%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,346$200K0.02%-3,98213F-HRTimeline
RDA Financial Network18,305$199K0.05%-30013F-HRTimeline
Koshinski Asset Management, Inc.18,227$198K0.01%013F-HRTimeline
Wealthspire Advisors, LLC17,316$188K<0.01%-51413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV17,282$188K0.02%013F-HRTimeline
PINNACLE ASSOCIATES LTD17,279$188K<0.01%-6,38613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd17,246$188K<0.01%new13F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC16,359$184K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.16,876$184K0.01%-17,66113F-HRTimeline
Purus Wealth Management, LLC16,794$183K0.06%+3513F-HRTimeline
Madrona Financial Services, LLC16,542$180K0.04%-8,60913F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…16,421$179K0.09%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…16,038$174K0.01%013F-HRTimeline
Coordinated Financial Services, Inc.15,132$165K0.1%+57013F-HRTimeline
GenWealth Group, Inc.15,069$164K0.03%013F-HRTimeline
Weitzel Financial Services, Inc.14,843$162K0.06%new13F-HRTimeline
Kovack Advisors, Inc.14,615$160K0.01%-8213F-HRTimeline
Adalta Capital Management LLC14,596$159K0.08%+3,00013F-HRTimeline
Coastal Bridge Advisors, LLC14,339$156K0.01%+22013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,332$156K0.01%013F-HRTimelineGroup
Providence First Trust Co14,100$153K0.05%013F-HRTimeline
Proactive Wealth Strategies LLC14,077$153K0.03%new13F-HRTimeline
PFG Investments, LLC13,586$148K0.01%+14813F-HRTimeline
Snowden Capital Advisors LLC13,524$147K<0.01%new13F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC13,403$146K0.1%-85,60513F-HRTimeline
NewEdge Wealth, LLC13,323$145K<0.01%-22,86713F-HRTimeline
WESBANCO BANK INC13,210$144K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.13,172$143K<0.01%-93913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,891$140K0.01%+23713F-HRTimelineGroup
Western Wealth Management, LLC12,742$139K0.01%-14,61313F-HR/ATimeline
Csenge Advisory Group12,674$138K0.01%-5,05713F-HRTimeline
Joule Financial, LLC12,481$136K0.04%+10013F-HRTimeline
Simplicity Wealth,LLC12,453$135K0.01%-6913F-HRTimeline
Clear Harbor Asset Management, LLC12,220$133K0.01%-2,01013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…11,725$131K0.08%013F-HRTimeline
Weaver Consulting Group11,925$130K0.03%-62513F-HRTimeline
LaSalle St. Investment Advisors, LLC11,775$128K0.02%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,760$128K0.01%-30013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,562$126K<0.01%-32313F-HRTimelineGroup
Conestoga Capital Advisors, LLC11,350$123K<0.01%013F-HRTimeline
S.A. Mason LLC11,305$123K0.05%+1,87513F-HRTimeline
Keating Financial Advisory Services, In…11,025$120K0.02%-3913F-HRTimeline
Rathbones Group PLC11,000$120K<0.01%013F-HR/ATimeline
Prostatis Group LLC10,972$119K0.03%013F-HRTimeline
Fortitude Advisory Group L.L.C.10,912$119K0.05%-15913F-HRTimeline
Main Street Financial Solutions, LLC10,867$118K0.01%+23513F-HRTimeline
HB Wealth Management, LLC10,851$118K<0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…10,730$117K0.01%-5,18413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,670$116K<0.01%-4,57513F-HRTimeline
Financial Council, LLC10,641$116K0.04%+16213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC10,628$116K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,609$115K<0.01%+913F-HRTimelineGroup
Financial Insights, Inc.10,600$115K0.04%013F-HRTimeline
Moors & Cabot, Inc.10,565$115K<0.01%+6913F-HRTimeline
IFP Advisors, Inc10,536$115K<0.01%-144,37113F-HRTimeline
Rockwood Wealth Management, LLC10,535$115K0.01%013F-HRTimeline
Blue Trust, Inc.10,416$113K<0.01%+7713F-HRTimeline
Haverford Trust Co10,373$113K<0.01%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,250$112K<0.01%013F-HRTimelineGroup
Spartan Wealth Advisory Services LLC10,200$111K0.01%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,134$110K<0.01%new13F-HRTimelineGroup
Buck Wealth Strategies, LLC10,065$110K0.01%-148,46413F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC10,030$109K0.05%013F-HRTimeline
LFA - Lugano Financial Advisors SA9,530$103K0.05%013F-HRTimeline
Robbins Farley9,139$99.4K0.04%+913F-HRTimeline
UMB Bank, n.a.9,120$99.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Provenance Wealth Advisors, LLC8,677$94.4K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…8,218$89.4K0.01%-1,83113F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.8,093$88.1K0.26%013F-HRTimeline
DUNCKER STREETT & CO INC8,000$87K0.02%013F-HRTimeline
Larson Financial Group LLC8,000$87K<0.01%013F-HRTimeline
Register Financial Advisors LLC7,806$84.9K0.03%+80213F-HRTimeline
AE Wealth Management LLC7,700$83.8K<0.01%-4,08613F-HRTimeline
CENTRAL TRUST Co7,664$83.4K<0.01%013F-HRTimeline
Crewe Advisors LLC7,327$79.7K0.01%013F-HRTimeline
CoreCap Advisors, LLC7,110$77.4K<0.01%-10,56913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,020$76.4K0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC6,758$73.5K0.03%+15413F-HRTimeline
Bank of New Hampshire6,700$72.9K0.02%013F-HRTimeline
AdvisorNet Financial, Inc6,650$72.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC6,610$71.9K<0.01%013F-HR/ATimeline
Bangor Savings Bank6,500$70.7K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC5,469$59.5K0.03%+2213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,437$59.2K<0.01%-56613F-HR/ATimelineGroup
Advisory Services Network, LLC5,275$57.4K<0.01%new13F-HRTimeline
Palouse Capital Management, Inc.5,100$55.5K0.04%-1,52913F-HRTimeline
Main Street Group, LTD5,077$55.2K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,850$53.2K<0.01%013F-HRTimeline
North Star Investment Management Corp.4,878$53.1K<0.01%013F-HRTimeline
Global Assets Advisory, LLC4,812$52.4K0.01%new13F-HRTimeline
BAYBAN4,600$50K0.04%013F-HRTimeline
WealthShield Partners, LLC4,550$49.5K0.01%-2,23113F-HRTimeline
Ashton Thomas Private Wealth, LLC4,467$48.6K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.4,430$48.2K0.02%013F-HRTimeline
FIRST UNITED BANK & TRUST4,343$47.3K0.02%+1,05513F-HRTimeline
Millstone Evans Group, LLC4,316$47K0.03%013F-HRTimeline
Community Financial Services Group, LLC4,143$45.4K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC4,041$44K<0.01%+413F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.4,000$43.5K0.02%013F-HRTimeline
BLUELINE ADVISORS LLC3,750$40.8K0.03%-12,49013F-HRTimeline
JTC Employer Solutions Trustee Ltd3,617$39K<0.01%013F-HRTimeline
SRH ADVISORS, LLC3,500$38.1K0.01%013F-HRTimeline
Kentucky Trust Co3,080$33.5K0.02%013F-HRTimeline
ROGCO, LP3,053$33.2K0.01%-75213F-HRTimeline
CVA Family Office, LLC2,895$31.5K<0.01%+4413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,861$31.1K<0.01%-5,37813F-HRTimelineGroup
Piscataqua Savings Bank2,578$28K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,525$27.5K<0.01%013F-HRTimeline
Triumph Capital Management2,459$26.8K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,400$26.1K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC2,386$26K<0.01%013F-HRTimeline
JDM Financial Group LLC2,370$25.8K0.01%013F-HRTimeline
Founders Financial Alliance, LLC2,273$24.7K<0.01%+2813F-HRTimeline
Winthrop Capital Management, LLC2,088$23K0.01%+3213F-HRTimeline
N.E.W. Advisory Services LLC2,000$21.8K<0.01%new13F-HRTimeline
NFSG Corp2,000$21.8K<0.01%-7213F-HRTimeline
Ameliora Wealth Management Ltd.1,714$18.6K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,627$17.7K<0.01%+2513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,570$17.1K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,500$16.3K<0.01%013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC1,500$16.3K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,456$16.2K<0.01%-12,31913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,479$16.1K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.1,404$15.3K0.01%+913F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,400$15.2K<0.01%013F-HRTimeline
Nemes Rush Group LLC1,252$13.6K<0.01%new13F-HRTimeline
FIRST HORIZON CORP1,200$13.1K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,168$12.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,118$12.2K<0.01%-1,72913F-HRTimelineGroup
Rialto Wealth Management, LLC1,108$12.1K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,088$11.8K<0.01%new13F-HRTimeline
Front Row Advisors LLC1,000$10.9K<0.01%013F-HRTimeline
SHP Wealth Management1,000$10.9K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC970$10.6K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC925$10.1K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC917$9.99K<0.01%013F-HRTimeline
GAMMA Investing LLC841$9.15K<0.01%-1,02813F-HRTimeline
Key Capital Management, INC826$8.99K0.01%+82213F-HRTimeline
Lloyd Advisory Services, LLC.752$8.19K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.752$8.19K<0.01%+1113F-HRTimeline
Strategic Investment Solutions, Inc. /IL725$7.89K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…700$7.62K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC647$7.04K<0.01%013F-HRTimeline
New England Capital Financial Advisors …608$6.62K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC540$5.88K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO500$5.44K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.500$5.44K<0.01%013F-HRTimeline
Horizon Investments, LLC480$5.19K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC453$4.93K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management441$4.8K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC421$4.58K<0.01%-1,20613F-HRTimeline
Manchester Capital Management LLC367$3.99K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC344$3.74K<0.01%-20213F-HRTimeline
Sunbelt Securities, Inc.329$3.58K<0.01%-35613F-HRTimeline
Westfuller Advisors, LLC282$3.07K<0.01%+3713F-HRTimeline
Providence Capital Advisors, LLC258$2.81K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC206$2.24K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.191$2.08K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA169$1.84K<0.01%new13F-HRTimeline
High Note Wealth, LLC161$1.75K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN160$1.74K<0.01%013F-HRTimeline
EASTERN BANK152$1.65K<0.01%-2,84813F-HRTimeline
Darwin Wealth Management, LLC126$1.37K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC101$1.1K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC92$1K<0.01%new13F-HRTimeline
Dunhill Financial, LLC91$990<0.01%new13F-HRTimeline
CURIO WEALTH, LLC79$860<0.01%+5913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp72$783<0.01%013F-HRTimelineGroup
TopTier Wealth Management, LLC67$729<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.66$718<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC60$653<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.53$577<0.01%-3,88113F-HRTimeline