Pcg Wealth Advisors, LLC First Tr Nasdaq 100 Equal Weig Transaction History

Pcg Wealth Advisors, LLC

$194 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 22, 2022	SELL	$95.58 - $118.3 $920,435 - $1.14 Million	-9,630 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$109.53 - $120.91 $1.05 Million - $1.16 Million	9,630 New	9,630 $1.15 Million

Others Institutions Holding QQEW

# of Institutions

262

Shares Held

10.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.55M
Shares

$222 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

985K
Shares

$142 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

925K
Shares

$133 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

782K
Shares

$113 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

691K
Shares

$99.3 Million
0.03% of portfolio

About FIRST TR NASDAQ 100 EQUAL WEIG

Ticker QQEW
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