PGX INVESCO EXCH TRADED FD TR II
FollowPFD 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Costello Asset Management, INC | 51 | $553 | <0.01% | +1 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 32 | $348 | <0.01% | 0 | 13F-HRTimeline |
| MONTAG A & ASSOCIATES INC | 30 | $327 | <0.01% | 0 | 13F-HRTimeline |
| HARBOR INVESTMENT ADVISORY, LLC | 25 | $272 | <0.01% | 0 | 13F-HRTimeline |
| PMV Capital Advisers, LLC | 16 | $172 | <0.01% | new | 13F-HRTimeline |
| ASSETMARK, INCin group ASSETMARK, INC | 3 | $33 | <0.01% | 0 | 13F-HRTimelineGroup |
| ELEVATION WEALTH PARTNERS, LLC | 1 | $12 | <0.01% | 0 | 13F-HRTimeline |
| BlackRock, Inc.in group BlackRock, Inc. | 1 | $10 | <0.01% | 0 | 13F-HRTimelineGroup |
| PlanVest Financial, Inc | 0 | $1 | <0.01% | 13F-HRTimelineAmount filed as zero, left out of ratios. | |
| Hanson & Doremus Investment Management | 25 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. |
| HORIZON FINANCIAL SERVICES, LLC | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |