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Disclosery

PGX INVESCO EXCH TRADED FD TR II

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PFD ETF (fund)

470 managers (476 13F filers) reported a position in PGX shares at 2024-12-31, 203,267,674 shares in all. 38 filers opened a position and 51 filers sold out during the quarter.

Managers
470
13F filers
476
New
38
Added
143
Reduced
165
Sold out
51
Shares held by filers
203,267,674

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LFA - Lugano Financial Advisors SA1,975$22.8K0.01%new13F-HRTimeline
Winthrop Capital Management, LLC1,938$22K0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…1,839$21K0.02%-11,07513F-HRTimeline
Bernard Wealth Management Corp.1,752$20.2K0.01%13F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,756$20K<0.01%+3413F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,726$20K0.01%+2513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,570$18.1K<0.01%013F-HR/ATimelineGroup
Larson Financial Group LLC1,566$18.1K<0.01%+2313F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,500$17.3K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,479$17.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,464$16.9K<0.01%-92013F-HRTimeline
Vermillion & White Wealth Management Gr…1,337$15.4K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,273$14.7K0.01%13F-HRTimeline
Fortitude Family Office, LLC1,250$14.4K0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,206$13.9K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,146$13.2K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,108$12.8K<0.01%13F-HRTimeline
WEBSTER BANK, N. A.1,052$12.1K<0.01%013F-HRTimeline
Front Row Advisors LLC1,000$11.5K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.973$11.2K<0.01%-2,23713F-HRTimeline
Fairway Wealth LLC868$10K<0.01%new13F-HRTimeline
AlphaMark Advisors, LLC900$10K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO800$9.22K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC763$8.8K<0.01%013F-HRTimeline
Westside Investment Management, Inc.704$8.12K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC647$7.46K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…600$6.92K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.500$5.76K<0.01%-50013F-HRTimeline
Robinswood Financial LLC472$5.44K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC453$5.22K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC449$5.18K0.01%13F-HRTimeline
MONTAG A & ASSOCIATES INC419$4.83K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC417$4.81K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC395$4.55K<0.01%new13F-HRTimeline
Towne Trust Company, N.A351$4.05K<0.01%new13F-HRTimeline
WealthShield Partners, LLC307$3.54K<0.01%013F-HRTimeline
IFS Advisors, LLC300$3.46K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA304$3.45K<0.01%-2,94313F-HRTimelineGroup
Transce3nd, LLC275$3.17K<0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO271$3.12K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…268$3.09K<0.01%new13F-HRTimelineGroup
NVWM, LLC209$2.41K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC200$2.31K<0.01%new13F-HR/ATimeline
Runnymede Capital Advisors, Inc.200$2.31K<0.01%13F-HRTimeline
GeoWealth Management, LLC172$1.98K<0.01%-10513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners172$1.98K<0.01%013F-HRTimelineGroup
Coppell Advisory Solutions LLC167$1.92K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN160$1.84K<0.01%013F-HRTimeline
PSI Advisors, LLC145$1.67K<0.01%+8413F-HRTimeline
Golden State Wealth Management, LLC129$1.49K<0.01%13F-HRTimeline
Aspect Partners, LLC125$1.44K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.108$1.25K<0.01%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC93$1.07K<0.01%+213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC92$1.06K<0.01%new13F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC100$1K<0.01%013F-HRTimeline
Mainstream Capital Management LLC73$842<0.01%new13F-HRTimeline
Sandy Spring Bank72$830<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.66$761<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC59$680<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…50$577<0.01%013F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC42$484<0.01%013F-HRTimeline
Horizon Investments, LLC34$390<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.32$3780.03%-34,34413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC25$288<0.01%013F-HRTimeline
Parkside Financial Bank & Trust21$243<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC13$150<0.01%013F-HRTimeline
Smartleaf Asset Management LLC6$71<0.01%-3,93413F-HRTimeline
RE Dickinson Investment Advisors, LLC13$2<0.01%new13F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
HORIZON FINANCIAL SERVICES, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.