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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
Salomon & Ludwin, LLC1,146$12.9K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,108$12.4K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.1,052$11.8K<0.01%013F-HRTimeline
Front Row Advisors LLC1,000$11.2K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC959$10.8K<0.01%new13F-HRTimeline
Fairway Wealth LLC868$9.74K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO800$8.98K<0.01%013F-HRTimeline
Westside Investment Management, Inc.704$7.9K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC647$7.26K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…600$6.73K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.557$6.25K<0.01%-41613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.500$5.61K<0.01%013F-HRTimeline
Robinswood Financial LLC472$5.29K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC453$5.08K<0.01%013F-HRTimeline
NorthRock Partners, LLC447$5.01K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC419$4.7K<0.01%013F-HRTimeline
IFS Advisors, LLC400$4.49K<0.01%+10013F-HRTimeline
Capital A Wealth Management, LLC399$4.48K<0.01%-5013F-HRTimeline
Towne Trust Company, N.A351$3.94K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC320$3.59K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC307$3.44K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA304$3.41K<0.01%013F-HRTimelineGroup
Truvestments Capital LLC241$2.7K<0.01%new13F-HRTimeline
NVWM, LLC209$2.35K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC200$2.24K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO185$2.08K<0.01%-8613F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners172$1.93K<0.01%013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN160$1.79K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC129$1.45K<0.01%013F-HR/ATimeline
Reyes Financial Architecture, Inc.108$1.21K<0.01%013F-HRTimeline
MATHER GROUP, LLC.100$1.12K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC94$1.06K<0.01%+113F-HRTimeline
Costello Asset Management, INC92$1.03K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC75$842<0.01%-1713F-HRTimelineGroup
Sandy Spring Bank72$808<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.66$740<0.01%013F-HRTimeline
PSI Advisors, LLC61$684<0.01%-8413F-HRTimeline
1 NORTH WEALTH SERVICES LLC60$673<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC59$662<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…50$561<0.01%013F-HRTimelineGroup
Horizon Investments, LLC34$379<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC25$281<0.01%013F-HRTimeline
Parkside Financial Bank & Trust21$236<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC13$146<0.01%013F-HRTimeline
Smartleaf Asset Management LLC6$70<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.