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PGX INVESCO EXCH TRADED FD TR II

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PFD ETF (fund)

419 managers (425 13F filers) reported a position in PGX shares at 2025-12-31, 192,748,277 shares in all. 50 filers opened a position and 44 filers sold out during the quarter.

Managers
419
13F filers
425
New
50
Added
114
Reduced
154
Sold out
44
Shares held by filers
192,748,277

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Key Financial Inc94$1.06K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners80$899<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp72$809<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.66$742<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC60$674<0.01%013F-HRTimeline
SJS Investment Consulting Inc.53$596<0.01%new13F-HRTimeline
Costello Asset Management, INC50$563<0.01%+113F-HRTimeline
United Financial Planning Group LLC46$517<0.01%new13F-HRTimeline
Westside Investment Management, Inc.32$360<0.01%-67213F-HRTimeline
MONTAG A & ASSOCIATES INC30$338<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC26$292<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC25$281<0.01%013F-HRTimeline
CURIO WEALTH, LLC20$225<0.01%new13F-HRTimeline
Key Capital Management, INC4$45<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3$34<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1$12<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1$10<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management25$00%new13F-HRTimelineValue 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.