Pfg Investments, LLC Reduced Holdings in Q1 2025

Pfg Investments, LLC

  • $1.56 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TGLS
Tecnoglass Inc.

Basic Materials
-265
- 6.15%
$64.71 - $86.26 $17.1K - $22.9K
4.04K $289M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
-12.3K
- 35.74%
$4.18 - $4.41 $51.3K - $54.1K
22.1K $92.2M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-799
- 7.56%
$31.63 - $35.22 $25.3K - $28.1K
9.77K $312M
TXN
Texas Instruments Inc

Technology
-34
- 0.61%
N/A
5.56K $999M
NSC
Norfolk Southern Corp

Industrials
-226
- 11.39%
$227.69 - $259.76 $51.5K - $58.7K
1.76K $416M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-115
- 3.05%
$87.72 - $111.91 $10.1K - $12.9K
3.65K $331M
VCIT
Vanguard Intermediate Term Cor

ETFs
-864
- 5.95%
$79.17 - $82.04 $68.4K - $70.9K
13.7K $1.12B
LIT
Global X Fds Global X Lithium

ETFs
-845
- 10.71%
$38.8 - $42.84 $32.8K - $36.2K
7.05K $273M
BOTZ
Global X Fds

ETFs
-498
- 5.32%
$28.46 - $34.53 $14.2K - $17.2K
8.86K $252M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-199
- 1.16%
$23.16 - $27.04 $4.61K - $5.38K
17K $398M
WBS
Webster Financial Corp

Financial Services
-559
- 12.37%
$47.55 - $61.41 $26.6K - $34.3K
3.96K $204M
EEM
Ishares Msci Emerging Markets

ETFs
-1.52K
- 13.51%
$40.81 - $45.34 $61.9K - $68.8K
9.71K $424M
UPRO
Proshares Trust Proshares Ultr

ETFs
-25
- 0.87%
$71.19 - $99.29 $1.78K - $2.48K
2.84K $210M
PSA
Public Storage

Real Estate
-146
- 13.61%
$288.99 - $313.98 $42.2K - $45.8K
927 $277M
STXK
Ea Ser Tr Strive 2000 ETF
-233
- 1.6%
N/A
14.3K $410M
CMCSA
Comcast Corp

Communication Services
-387
- 0.87%
$33.19 - $38.23 $12.8K - $14.8K
44.3K $1.64B
CARR
Carrier Global Corp

Industrials
-95
- 1.31%
$62.07 - $70.55 $5.9K - $6.7K
7.15K $453M
AQST
Aquestive Therapeutics, Inc.

Healthcare
-3K
- 6.16%
$2.54 - $3.75 $7.62K - $11.2K
45.7K $133M
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
-795
- 11.21%
$33.7 - $43.19 $26.8K - $34.3K
6.3K $236M
MOH
Molina Healthcare, Inc.

Healthcare
-221
- 26.31%
$266.57 - $333.27 $58.9K - $73.7K
619 $204M
Healthcare Rlty Tr
-2.35K
- 14.28%
N/A
14.1K $238M
HAL
Halliburton CO

Energy
-341
- 1.95%
$24.15 - $29.9 $8.24K - $10.2K
17.1K $435M
WU
Western Union CO

Financial Services
-3.72K
- 7.16%
$10.24 - $11.62 $38.1K - $43.2K
48.3K $511M
OXLC
Oxford Lane Capital Corp.

Financial Services
-6.81K
- 29.16%
$4.3 - $5.17 $29.3K - $35.2K
16.5K $78.1M
PIZ
Invesco Exchange Traded Fd Tr
-1.43K
- 17.94%
N/A
6.52K $248M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-878
- 3.0%
$50.87 - $51.09 $44.7K - $44.9K
28.4K $1.45B
Veralto Corp
-215
- 5.03%
N/A
4.06K $396M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-2.96K
- 7.8%
$17.95 - $18.89 $53K - $55.8K
34.9K $642M
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
-210
- 2.95%
$48.94 - $56.01 $10.3K - $11.8K
6.9K $343M
BK
Bank Of New York Mellon Corp

Financial Services
-898
- 16.7%
$75.42 - $88.95 $67.7K - $79.9K
4.48K $376M
BEEM
Beam Global

Technology
-4.37K
- 18.03%
$2.04 - $3.75 $8.92K - $16.4K
19.9K $40.6M
FAB
First Tr Multi Cap Value Alpha

ETFs
-293
- 6.74%
$77.33 - $86.01 $22.7K - $25.2K
4.06K $322M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-4.9K
- 4.71%
$9.47 - $11.46 $46.4K - $56.1K
99.1K $1.06B
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-2.53K
- 4.0%
$25.83 - $27.09 $65.4K - $68.6K
60.8K $1.62B
NOTE
Fiscal Note Holdings, Inc.

Technology
-26.7K
- 57.37%
$0.81 - $1.93 $21.6K - $51.5K
19.8K $16M
LUMN
Lumen Technologies, Inc.

Communication Services
-290
- 1.26%
$3.92 - $5.92 $1.14K - $1.72K
22.6K $88.8M
SLDP
Solid Power, Inc.

Industrials
-9.86K
- 37.39%
$1.05 - $2.21 $10.3K - $21.8K
16.5K $17.3M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-149
- 5.49%
$77.67 - $90.15 $11.6K - $13.4K
2.56K $201M
PNQI
Invesco Nasdaq Internet ETF

ETFs
-247
- 3.14%
$43.72 - $51.15 $10.8K - $12.6K
7.62K $336M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-481
- 6.42%
$38.84 - $41.54 $18.7K - $20K
7.02K $273M
SWK
Stanley Black & Decker, Inc.

Industrials
-231
- 6.13%
$76.43 - $90.41 $17.7K - $20.9K
3.54K $272M
DOV
Dover Corp

Industrials
-74
- 5.09%
$174.65 - $206.43 $12.9K - $15.3K
1.38K $242M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-685
- 4.96%
$42.38 - $43.28 $29K - $29.6K
13.1K $558M
PSMT
Pricesmart Inc

Consumer Defensive
-101
- 2.14%
$82.4 - $94.86 $8.32K - $9.58K
4.62K $406M
DFS
Discover Financial Services

Financial Services
-143
- 7.98%
$152.99 - $203.25 $21.9K - $29.1K
1.65K $281M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.09K
- 6.3%
$20.7 - $21.15 $22.5K - $23K
16.2K $335M
AVDE
American Centy ETF Tr Avantis

ETFs
-871
- 14.65%
$60.63 - $68.55 $52.8K - $59.7K
5.07K $336M
IEMG
Ishares Inc

ETFs
-1.31K
- 5.43%
N/A
22.9K $1.23B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-761
- 5.79%
$36.63 - $37.45 $27.9K - $28.5K
12.4K $456M
Activity Summary
Buys All Purchases 512 New Holdings 86 Increased Positions 426 Sells All Sells 444 Reductions 444 Sold out 0 Options Calls 0 Puts 0
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