Pfg Investments, LLC Reduced Holdings in Q3 2024

Pfg Investments, LLC

  • $1.55 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PECO
Phillips Edison & Company, Inc.

Real Estate
-5.35K
- 15.59%
$32.1 - $38.93 $172K - $208K
29K $1.09B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-415
- 13.81%
$73.86 - $84.2 $30.7K - $34.9K
2.59K $214M
HBAN
Huntington Bancshares Inc

Financial Services
-4.22K
- 18.51%
$12.84 - $15.15 $54.2K - $63.9K
18.6K $273M
TECL
Direxion Daily Technology Bull

ETFs
-2
- 0.08%
$61.27 - $112.11 $123 - $224
2.59K $227M
ROK
Rockwell Automation, Inc

Industrials
-38
- 1.8%
$248.27 - $294.37 $9.43K - $11.2K
2.07K $556M
FAB
First Tr Multi Cap Value Alpha

ETFs
-594
- 13.15%
$77.64 - $85.16 $46.1K - $50.6K
3.92K $332M
VPU
Vanguard Utilities ETF

ETFs
-373
- 23.8%
$146.64 - $174.54 $54.7K - $65.1K
1.19K $208M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-2.04K
- 11.67%
$10.91 - $12.02 $22.2K - $24.5K
15.4K $180M
CG
Carlyle Group Inc.

Financial Services
-1.28K
- 11.76%
$37.24 - $49.74 $47.7K - $63.7K
9.61K $414M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
-1.5K
- 8.24%
$16.35 - $18.0 $24.5K - $27K
16.7K $296M
IDCC
Inter Digital, Inc.

Communication Services
-3.27K
- 18.59%
$116.28 - $141.69 $380K - $463K
14.3K $2.03B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-390
- 9.91%
$63.74 - $73.47 $24.9K - $28.7K
3.54K $254M
BIGZ
Black Rock Innovation & Growth Trust
-3.79K
- 16.09%
$6.75 - $7.61 $25.6K - $28.8K
19.8K $149M
TROW
Price T Rowe Group Inc

Financial Services
-15
- 0.51%
$101.71 - $120.75 $1.53K - $1.81K
2.94K $320M
VHT
Vanguard Health Care ETF

ETFs
-322
- 7.41%
$261.88 - $288.1 $84.3K - $92.8K
4.03K $1.14B
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
-2.13K
- 2.03%
$23.36 - $25.92 $49.8K - $55.2K
103K $2.62B
BRSP
Bright Spire Capital, Inc.

Real Estate
-2.1K
- 2.61%
$5.12 - $6.64 $10.7K - $13.9K
78.3K $438M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
-2.36K
- 17.56%
$6.77 - $7.11 $16K - $16.8K
11.1K $75.6M
PDD
Pinduoduo Inc.

Consumer Cyclical
-215
- 3.95%
$89.17 - $151.11 $19.2K - $32.5K
5.23K $705M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-2.05K
- 6.91%
$42.38 - $47.25 $86.7K - $96.7K
27.6K $1.3B
TIP
Ishares Tr Tips Bd ETF

ETFs
-732
- 4.29%
$105.92 - $110.83 $77.5K - $81.1K
16.3K $1.8B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-783
- 4.48%
$20.69 - $21.17 $16.2K - $16.6K
16.7K $351M
PAA
Plains All American Pipeline LP

Energy
-25
- 0.08%
$17.0 - $19.03 $425 - $476
30.7K $534M
CAH
Cardinal Health Inc

Healthcare
-385
- 17.31%
$93.74 - $114.66 $36.1K - $44.1K
1.84K $203M
SLDP
Solid Power, Inc.

Industrials
-5.35K
- 20.02%
$1.22 - $2.24 $6.52K - $12K
21.4K $28.8M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-1.59K
- 2.85%
$7.06 - $7.82 $11.2K - $12.4K
54K $415M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-140
- 7.68%
$283.28 - $314.39 $39.7K - $44K
1.68K $529M
ALB
Albemarle Corp

Basic Materials
-94
- 3.58%
$72.85 - $100.09 $6.85K - $9.41K
2.53K $240M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-4.58K
- 13.44%
$1.28 - $2.37 $5.87K - $10.9K
29.5K $40.4M
SMB
Vaneck Short Muni ETF

ETFs
-944
- 5.14%
$16.96 - $17.29 $16K - $16.3K
17.4K $301M
GPC
Genuine Parts CO

Consumer Cyclical
-127
- 2.43%
$131.04 - $147.11 $16.6K - $18.7K
5.11K $714M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.79K
- 16.27%
$33.89 - $41.64 $94.5K - $116K
14.3K $571M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-306
- 4.21%
$76.38 - $78.87 $23.4K - $24.1K
6.96K $548M
AY
Atlantica Sustainable Infrastructure PLC

Utilities
-458
- 2.01%
$21.81 - $22.29 $9.99K - $10.2K
22.4K $491M
CE
Celanese Corp

Basic Materials
-79
- 4.21%
$119.16 - $147.51 $9.41K - $11.7K
1.8K $244M
FCEL
Fuelcell Energy Inc

Industrials
-1.03K
- 3.29%
$0.38 - $0.69 $392 - $711
30.3K $11.5M
ABCL
Ab Cellera Biologics Inc.

Healthcare
-1.1K
- 7.28%
$2.39 - $3.49 $2.63K - $3.84K
14K $36.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-146
- 3.39%
$332.02 - $382.76 $48.5K - $55.9K
4.16K $1.56B
OTLY
Oatly Group Ab

Consumer Defensive
-6.3K
- 20.73%
$0.85 - $1.17 $5.36K - $7.37K
24.1K $20.6M
FSK
Fs Kkr Capital Corp

Financial Services
-375
- 0.55%
$18.74 - $20.43 $7.03K - $7.66K
68.4K $1.35B
MRVL
Marvell Technology, Inc.

Technology
-198
- 6.11%
$56.15 - $76.24 $11.1K - $15.1K
3.04K $219M
PPG
Ppg Industries Inc

Basic Materials
-159
- 7.4%
$118.32 - $134.55 $18.8K - $21.4K
1.99K $263M
KGC
Kinross Gold Corp

Basic Materials
-2.66K
- 15.21%
$8.02 - $9.84 $21.3K - $26.2K
14.8K $139M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-87
- 3.64%
$111.59 - $129.08 $9.71K - $11.2K
2.31K $274M
ATO
Atmos Energy Corp

Utilities
-407
- 17.79%
$114.08 - $138.75 $46.4K - $56.5K
1.88K $261M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-3.85K
- 0.62%
$14.16 - $14.47 $54.5K - $55.7K
618K $8.89B
MAR
Marriott International Inc

Consumer Cyclical
-57
- 4.05%
$211.35 - $255.11 $12K - $14.5K
1.35K $336M
Kenvue Inc
-4.16K
- 22.44%
N/A
14.4K $333M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.69K
- 5.61%
$54.38 - $59.77 $92K - $101K
28.5K $1.69B
Activity Summary
Buys All Purchases 600 New Holdings 131 Increased Positions 469 Sells All Sells 353 Reductions 353 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pfg Investments, LLC Portfolio

Follow Pfg Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email