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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/81,133,531$883M0.06%+2,684,13213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,125,247$165M0.03%-249,28113F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding10,488,877$114M+4,938,955Timeline
Bramshill Investments, LLC10,278,204$112M9.63%+2,957,01513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,347,751$69.1M<0.01%-923,51113F-HRTimelineGroup
LPL Financial LLC5,312,734$57.8M0.02%-412,93313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,131,366$45.2M0.01%-9,51213F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,061,509$44.2M<0.01%-1,246,98413F-HR/ATimelineGroup
Spectrum Asset Management, Inc.3,902,745$42.5M84.85%-1,469,68113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,482,215$37.9M0.06%-50313F-HRTimelineGroup
Allworth Financial LP3,367,778$36.6M0.15%+173,33013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,956,073$32.2M0.01%-766,14313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,737,072$29.8M0.01%+26,46813F-HRTimelineGroup
Clearstead Advisors, LLC1,697,789$18.5M0.17%+14,79913F-HRTimeline
Checchi Capital Advisers, LLC1,389,774$15.1M1.04%+44,15513F-HRTimeline
STONEBRIDGE ADVISORS LLC1,223,779$13.3M15.75%+431,37113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,131,378$12.3M0.02%-104,17913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,125,887$12.3M0.02%-223,88913F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,019,472$11.1M-48,429Timeline
Private Advisor Group, LLC954,689$10.4M0.05%+1,51913F-HRTimeline
MAI Capital Management938,873$10.2M0.06%+19,58713F-HRTimeline
Trinity Legacy Partners, LLC736,148$8.25M1.79%+18,29213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…751,277$8.17M0.01%-6,78013F-HRTimelineGroup
Cambridge Investment Research Advisors,…692,249$7.53M0.02%-59,97813F-HRTimeline
Prairiewood Capital, LLC680,404$7.4M2.14%+24,75813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding679,991$7.4M+59,550Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/672,722$7.32M<0.01%-103,30413F-HRTimelineGroup
Manske Wealth Management664,411$7.23M2.03%+74,40113F-HRTimeline
Investors Research Corp578,277$6.29M1.2%+37,75613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP540,038$5.88M0.01%-24,49813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP537,436$5.85M0.01%+17,75913F-HRTimelineGroup
FIRST NATIONAL BANK & TRUST CO OF NEWTO…530,142$5.77M1.24%-72,25813F-HRTimeline
Creative Planningin group Creative Planning523,278$5.69M<0.01%+6,31813F-HRTimelineGroup
Janney Montgomery Scott LLC494,356$5.38M0.01%-45,86913F-HRTimeline
McAdam, LLC480,087$5.22M0.24%+9,58713F-HRTimeline
Cordoba Advisory Partners LLC458,900$4.99M1.38%+165,97813F-HRTimeline
Sound Income Strategies, LLC451,487$4.95M0.24%-11,84213F-HRTimeline
PLIMOTH TRUST CO LLC440,393$4.79M1.07%+64813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC435,531$4.74M<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC413,477$4.5M0.04%+32,34813F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP405,487$4.41M0.65%-1,42913F-HRTimeline
Field & Main Bank393,033$4.28M1.24%-2,98213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding391,100$4.26M+5,941Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…375,515$4.13M0.01%-67,75813F-HRTimeline
Modern Wealth Management, LLC25,268$3.97M0.07%-37913F-HRTimeline
Cetera Investment Advisers362,745$3.95M<0.01%-20,40013F-HRTimeline
Compass Financial Group, Inc. (Ohio)357,778$3.89M2.85%+22,71013F-HRTimeline
BLAIR WILLIAM & CO/IL354,246$3.85M0.01%+5,26913F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA326,172$3.55M0.09%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding325,598$3.54M+126,927Timeline
Baker Avenue Asset Management, LP315,639$3.43M0.08%+17,96713F-HRTimeline
Arkos Global Advisors312,676$3.4M0.43%-90,02213F-HRTimeline
Geneos Wealth Management Inc.310,360$3.38M0.08%-50,47113F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co307,169$3.34M0.22%+66,14613F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.303,146$3.3M0.01%-1,854,78913F-HRTimelineGroup
Gotham Asset Management, LLC296,689$3.23M0.01%+115,04213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK273,162$2.97M0.42%+10,65113F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC248,499$2.7M0.09%-8,66713F-HRTimeline
Steward Partners Investment Advisory, L…224,902$2.45M0.01%+1,19613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding222,330$2.42M-474,482Timeline
Intrepid Financial Planning Group LLC221,034$2.4M0.97%-368,37713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…199,079$2.17M0.03%+2,82613F-HRTimelineGroup
HBK Sorce Advisory LLC188,225$2.11M0.04%-15,78313F-HRTimeline
World Investment Advisors193,447$2.1M0.03%-7,25013F-HRTimeline
MML INVESTORS SERVICES, LLC186,386$2.03M0.01%-29,36713F-HRTimeline
First PREMIER Bank174,328$1.9M0.44%-38,83013F-HRTimeline
BRIGHTON SECURITIES CORP.167,863$1.83M0.88%+14,75313F-HRTimeline
Avantax Planning Partners, Inc.166,453$1.81M0.05%-3,84013F-HRTimeline
NewSquare Capital LLC165,744$1.8M0.16%+29,17313F-HRTimeline
GeoWealth Management, LLC161,601$1.76M0.06%-37013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC158,201$1.72M0.01%+9,93313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP157,507$1.72M<0.01%-6,42913F-HRTimelineGroup
WHITE PINE CAPITAL LLC153,019$1.66M0.45%-43,19713F-HR/ATimeline
Orion Porfolio Solutions, LLC148,086$1.61M0.01%-10,61813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…146,141$1.59M<0.01%+145,57113F-HRTimelineGroup
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC145,528$1.58M1.33%-10,30613F-HRTimelineGroup
PURSUIT WEALTH STRATEGIES, LLC143,722$1.56M2.17%-5,59313F-HRTimeline
ALBION FINANCIAL GROUP /UT140,795$1.53M0.1%+40813F-HRTimeline
NewEdge Advisors, LLC132,673$1.44M0.01%+11,10513F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC130,556$1.42M<0.01%+73113F-HRTimelineGroup
Tudor Financial Inc.129,505$1.41M0.72%+1,50013F-HR/ATimeline
IBEX WEALTH ADVISORS121,097$1.32M0.12%+90913F-HRTimeline
HighTower Advisors, LLC119,284$1.3M<0.01%-70913F-HRTimeline
KG Capital Management118,927$1.29M0.93%-79,96513F-HRTimeline
&PARTNERS116,593$1.26M0.01%+6,79513F-HRTimeline
RFG Advisory, LLC116,043$1.26M0.02%+5,44713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC113,486$1.23M<0.01%-105,60813F-HRTimelineGroup
Independent Wealth Network Inc.113,320$1.23M0.37%+63713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.112,973$1.23M0.41%-3,86713F-HRTimeline
Mariner, LLCin group Mariner, LLC108,050$1.18M<0.01%+1,40213F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB106,192$1.16M0.03%+26,65913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.104,368$1.14M<0.01%13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC104,196$1.13M<0.01%+84,84613F-HRTimelineGroup
Wealth Advisory Solutions, LLC102,962$1.12M0.25%+11,63913F-HRTimeline
Waverly Advisors, LLC100,804$1.1M0.01%-5,57413F-HRTimeline
Glaxis Capital Management, LLC100,000$1.09M1.36%new13F-HRTimeline
Shulman DeMeo Asset Management LLC99,990$1.09M0.23%-1,95913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.97,472$1.06M<0.01%-8,57913F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/94,608$1.03M0.18%+12,34513F-HRTimeline
SHUFRO ROSE & CO LLC93,815$1.02M0.07%+1,17813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding89,444$973K+20,043Timeline
FIDUCIARY ADVISORS, INC.84,888$924K0.69%-79,58213F-HRTimeline
AlphaCore Capital LLC83,983$914K0.02%013F-HRTimeline
Cane Capital Partners, LLC83,574$909K0.4%-2,13313F-HRTimeline
Pines Wealth Management, LLC82,550$898K0.29%+16,68413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC80,891$880K0.02%-3,38213F-HR/ATimeline
BEAM WEALTH ADVISORS, INC.80,150$872K0.22%-8,01813F-HRTimeline
Arkadios Wealth Advisors77,538$844K0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.75,610$823K<0.01%+4,80813F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC75,491$821K9.22%+55,82913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…70,663$769K0.01%+20,22813F-HRTimelineGroup
CIBC WORLD MARKET INC.70,605$768K<0.01%+5,02713F-HRTimeline
Amicus Financial Advisors, LLC69,778$759K0.21%+1,46813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS68,859$749K<0.01%-2,36313F-HRTimeline
SIMON QUICK ADVISORS, LLC65,535$713K0.03%+15,13613F-HRTimeline
Cherry Tree Wealth Management, LLC65,126$709K0.15%-4,47613F-HRTimeline
Trask Adam Roland64,188$698K0.66%13F-HRTimeline
Federation des caisses Desjardins du Qu…63,788$694K<0.01%-7,65013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC61,159$665K0.09%+3,40313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC60,281$656K<0.01%-97613F-HRTimelineGroup
Sanctuary Advisors, LLC59,987$653K<0.01%+62813F-HRTimeline
New England Private Wealth Advisors LLC59,596$648K0.07%+91413F-HRTimeline
BRIGHTON JONES LLC57,830$629K0.01%new13F-HR/ATimeline
Wagner Wealth Management, LLC57,605$627K0.13%+40613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV56,112$610K<0.01%-27,99213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …55,574$605K0.01%-12,56713F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.55,508$604K0.41%-15713F-HRTimeline
Christensen, King & Associates Investme…54,139$589K0.25%-1,14013F-HRTimeline
Aletheian Wealth Advisors LLC54,117$589K0.29%13F-HRTimeline
Coastwise Capital Group, LLC52,267$569K0.32%+11313F-HRTimeline
Sequoia Financial Advisors, LLC51,374$559K<0.01%-4,03713F-HRTimeline
PRIVATE TRUST CO NA51,079$556K0.05%-3,18813F-HRTimeline
Summit Financial, LLC50,478$549K0.01%-40313F-HRTimeline
Etesian Wealth Advisors, Inc.50,048$545K0.17%013F-HRTimeline
Point Windward Advisors Inc.49,280$536K0.27%+4,64913F-HRTimeline
ROCKLAND TRUST CO49,096$534K0.02%+32013F-HRTimeline
VestGen Advisors, LLC47,662$531K0.01%+9,80013F-HRTimeline
Prosperity Consulting Group, LLC48,719$530K0.02%-5,15113F-HRTimeline
Florida Trust Wealth Management Co47,145$513K0.01%-8,00013F-HRTimeline
Hyposwiss Advisors SA47,070$512K0.51%013F-HRTimeline
Hilton Capital Management, LLC46,850$510K0.04%013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC46,076$501K0.13%-3,35313F-HRTimeline
Rare Wolf Capital LLC42,853$466K0.3%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…42,314$460K<0.01%+4,45513F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC42,001$457K0.03%-10,13213F-HRTimeline
BALANCED WEALTH GROUP LLC41,237$449K0.16%+96513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …41,047$447K0.01%+3,12013F-HRTimelineGroup
Advisory Alpha, LLC40,939$445K0.01%-7,47213F-HRTimeline
Nautilus Advisors LLC40,693$443K0.3%013F-HRTimeline
LANARK FINANCIAL, INC.40,072$436K0.03%+2,36513F-HRTimeline
Ramiah Investment Group40,002$435K0.38%-1,58613F-HRTimeline
Kingsview Wealth Management, LLC39,160$426K0.01%-25713F-HRTimeline
One Capital Management, LLC39,042$425K0.01%-213F-HRTimeline
CALTON & ASSOCIATES, INC.39,000$424K0.06%+21,86813F-HRTimeline
Independent Advisor Alliance38,701$421K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,674$421K<0.01%-176,13013F-HRTimelineGroup
Cascade Financial Partners, LLC38,523$419K0.04%013F-HRTimeline
Prospera Financial Services Inc38,505$419K0.01%+4,36913F-HRTimeline
MeadowBrook Investment Advisors LLC37,762$411K0.36%-44813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management37,040$403K<0.01%-3,65513F-HRTimelineGroup
ARGUS INVESTORS' COUNSEL, INC.36,854$401K0.36%-9,42513F-HRTimeline
Everstar Asset Management, LLC36,551$398K0.21%-3,39613F-HRTimeline
Arax Advisory Partners36,089$393K0.01%+13,26413F-HRTimeline
FF Advisors,LLC34,527$385K0.16%+5,25513F-HRTimeline
HRT FINANCIAL LP35,311$384K<0.01%new13F-HRTimeline
SkyOak Wealth, LLC34,778$378K0.07%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC34,158$372K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC33,849$368K0.01%-1,38413F-HRTimelineGroup
Gladstone Institutional Advisory LLC33,721$367K0.01%+21,96113F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …33,050$360K<0.01%+1,93913F-HRTimelineGroup
Northstar Advisory Group, LLC32,965$359K0.14%+17613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK32,942$358K<0.01%-18313F-HRTimelineGroup
Ariadne Wealth Management, LP32,271$351K0.16%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd32,000$348K<0.01%-188,02113F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…31,919$347K0.01%-70913F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/31,122$339K0.01%-17,45213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,572$336K<0.01%+19,17313F-HRTimelineGroup
Creekside Partners29,850$325K0.13%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich29,250$318K<0.01%013F-HRTimeline
Friedenthal Financial28,973$315K0.16%-7813F-HRTimeline
Madison Wealth Partners, Inc28,270$308K0.05%-13913F-HRTimeline
Portland Financial Advisors Inc28,070$305K0.64%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,297$297K<0.01%+7,28813F-HRTimelineGroup
Wiser Advisor Group LLC27,098$295K0.36%+4013F-HRTimeline
CWM, LLCin group CWM, LLC26,783$291K<0.01%+10,68513F-HRTimelineGroup
Gateway Wealth Partners, LLC26,316$286K0.01%+12,04513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…25,992$283K0.02%+12,99613F-HRTimelineGroup
LANDAAS & CO /WI /ADV25,987$283K0.06%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.25,732$280K<0.01%-50013F-HRTimelineGroup
Sowell Financial Services LLC25,562$278K0.01%+7013F-HRTimeline
Capital Investment Advisors, LLC25,536$278K<0.01%-513F-HR/ATimeline
Accel Wealth Management25,448$277K0.07%-9,76413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP25,903$276K<0.01%-1,24913F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,214$274K0.01%+1,70913F-HRTimeline
Camarda Financial Advisors, LLC24,791$270K0.14%+1,69413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,509$267K<0.01%-3,44313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC24,362$265K<0.01%+4813F-HRTimelineGroup
Sepio Capital, LP24,075$262K0.01%013F-HRTimeline
Valeo Financial Advisors, LLC23,991$261K0.01%+4,06013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP23,706$258K0.02%013F-HRTimelineGroup