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Pgx etf shares owned by Consultiva Wealth Management, Corp.

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Consultiva Wealth Management, Corp. from 13F filings

Historical chart of Consultiva Wealth Management, Corp. investment in Pgx etf

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All positions including Pgx etf held by Consultiva Wealth Management, Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Consultiva Wealth Management, Corp.

Quarter filed Position value Share count Share price at filing
2024-03-31 $96k 8.1k 11.88
2023-09-30 $89k 8.1k 10.95

More positions owned by Consultiva Wealth Management, Corp.

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Etf Opportunities Trust Idx Dynamic Inno (DYNI)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Faln Angls Usd (FALN)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Moderna (MRNA)
Ark Etf Tr Innovation Etf (ARKK)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Hig (XSHD)

View all positions for Consultiva Wealth Management, Corp.

Top funds holding Pgx etf

Bank of America Corporation
Wells Fargo & Company
LPL Financial
Ameriprise Financial
Morgan Stanley
UBS Group
Bessemer
Cohen & Steers Capital Management
Spectrum Asset Management
Royal Bank of Canada
Hanson McClain Advisors
Advisor Group Holdings
Huntington National Bank
Stonebridge Advisors
Wright Fund Managment

View all funds holding Pgx etf