Skip to content
Disclosery

PGX INVESCO EXCH TRADED FD TR II

Follow

PFD ETF (fund)

Filings received so far for Q3 2026: 34 13F filers report a position in PGX shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Investors Research Corp649,529$6.54M1.15%+40,45213F-HRTimeline
Sound Income Strategies, LLC439,978$4.41M0.2%-3,47613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…213,938$2.15M<0.01%-142,23813F-HRTimeline
BRIGHTON SECURITIES CORP.176,812$1.78M0.75%+57513F-HRTimeline
First PREMIER Bank151,060$1.52M0.25%-17,98913F-HRTimeline
MassMutual Private Wealth & Trust, FSB111,818$1.13M0.03%+7,33513F-HRTimeline
Shulman DeMeo Asset Management LLC93,378$940K0.19%-6,05513F-HRTimeline
Aletheian Wealth Advisors LLC62,698$631K0.25%-6113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC56,014$564K0.01%-14,81613F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC39,875$402K0.1%-2,07813F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.36,834$371K0.29%013F-HRTimeline
ROCKLAND TRUST CO36,628$369K0.01%-12,58113F-HRTimeline
Farther Finance Advisors, LLC27,953$281K<0.01%+9,32213F-HRTimeline
Accel Wealth Management25,002$252K0.05%+24313F-HRTimeline
Legacy Private Trust Co.20,700$208K0.01%013F-HRTimeline
Valeo Financial Advisors, LLC20,091$202K<0.01%013F-HRTimeline
Apella Capital, LLC19,707$196K<0.01%+24013F-HRTimeline
Venture Visionary Partners LLC19,226$194K0.01%-1,13013F-HRTimeline
Friday Financial18,923$192K0.04%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV18,797$189K0.02%+1,51513F-HRTimeline
SAX WEALTH ADVISORS, LLC12,716$128K<0.01%-34313F-HRTimeline
SAPIENT CAPITAL LLC12,232$123K<0.01%013F-HRTimeline
Weaver Consulting Group11,925$120K0.02%013F-HRTimeline
S.A. Mason LLC11,305$114K0.03%013F-HRTimeline
CoreCap Advisors, LLC6,592$66.4K<0.01%013F-HRTimeline
Bank of New Hampshire5,600$56.4K0.01%-1,10013F-HRTimeline
Bangor Savings Bank3,000$30.2K<0.01%-3,50013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,506$25.2K<0.01%-21,20013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC1,500$15.1K0.01%013F-HRTimeline
GAMMA Investing LLC933$9.39K<0.01%-1,10813F-HRTimeline
ADIRONDACK TRUST CO500$5.04K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC25$252<0.01%013F-HRTimeline
ATWOOD & PALMER INC1$11<0.01%-2913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1$11<0.01%013F-HRTimeline