Pfg Investments, LLC Purchases in Q2 2025

Pfg Investments, LLC

  • $1.71 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
8.99K
New
$31.93 - $39.49 $287K - $355K
8.99K $355M
XYLD
Global X Fds S&P 500 Covered C

ETFs
10.1K
+ 13.67%
$35.62 - $39.64 $358K - $399K
83.6K $3.26B
Chime Finl Inc
10.2K
New
N/A
10.2K $350M
Neos ETF Trust
1.79K
+ 2.56%
N/A
71.6K $3.75B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.72K
+ 3.2%
$91.43 - $91.74 $340K - $342K
120K $11B
HWM
Howmet Aerospace Inc.

Industrials
719
+ 19.62%
$112.33 - $186.13 $80.8K - $134K
4.38K $816M
MA
Mastercard Inc

Financial Services
404
+ 5.0%
$479.92 - $590.74 $194K - $239K
8.48K $4.76B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.26K
New
$51.1 - $53.29 $320K - $334K
6.26K $334M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.34K
New
$105.2 - $141.69 $246K - $331K
2.34K $331M
NVO
Novo Nordisk A S

Healthcare
4.86K
+ 26.84%
$58.08 - $81.05 $282K - $394K
23K $1.58B
IDCC
Inter Digital, Inc.

Communication Services
416
+ 3.19%
$183.37 - $234.7 $76.3K - $97.6K
13.4K $3.01B
ARKQ
Ark Autonomous Technology & Ro

ETFs
3.6K
New
$58.8 - $89.17 $212K - $321K
3.6K $321M
KRBN
Kraneshares Global Carbon Stra

Technology
10.8K
New
$25.85 - $30.77 $279K - $332K
10.8K $320M
AGNC
Agnc Investment Corp.

Real Estate
43.5K
+ 20.95%
$8.12 - $9.49 $353K - $413K
251K $2.31B
VCEL
Vericel Corp

Healthcare
7.8K
+ 103.31%
$37.92 - $45.7 $296K - $356K
15.4K $653M
CTA
Simplify Exch Traded Fds Simpl

ETFs
17K
+ 35.04%
$26.61 - $29.9 $452K - $508K
65.5K $1.75B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
507
+ 2.79%
$108.06 - $135.3 $54.8K - $68.6K
18.7K $2.53B
JPIE
J P Morgan Exchange Traded Fd
6.51K
+ 25.98%
$45.12 - $46.32 $294K - $302K
31.6K $1.46B
IEMG
Ishares Inc

ETFs
2.79K
+ 12.17%
N/A
25.7K $1.54B
DE
Deere & CO

Industrials
177
+ 3.28%
$412.99 - $531.48 $73.1K - $94.1K
5.58K $2.84B
PAM
Pampa Energy Inc.

Utilities
4.28K
New
$62.85 - $85.07 $269K - $364K
4.28K $297M
CVNA
Carvana Co.

Consumer Cyclical
865
New
$162.57 - $345.64 $141K - $299K
865 $291M
IXN
Ishares Global Information Tec

ETFs
3.12K
New
$65.81 - $92.34 $205K - $288K
3.12K $288M
DLR
Digital Realty Trust, Inc.

Real Estate
249
+ 3.18%
$136.11 - $177.69 $33.9K - $44.2K
8.07K $1.41B
HESM
Hess Midstream LP

Energy
7.82K
+ 163.65%
$35.23 - $42.89 $276K - $335K
12.6K $485M
IONQ
Ion Q, Inc.

Technology
6.54K
New
$20.68 - $48.04 $135K - $314K
6.54K $281M
WFC
Wells Fargo & Company

Financial Services
1.62K
+ 8.98%
$60.98 - $80.12 $98.9K - $130K
19.7K $1.58B
Etoro Group LTD
4.18K
New
N/A
4.18K $278M
VB
Vanguard Small Cap ETF

ETFs
738
+ 11.02%
$193.73 - $237.37 $143K - $175K
7.44K $1.76B
EWZ
Ishares Inc Msci Brazil ETF

ETFs
9.57K
New
$23.44 - $28.85 $224K - $276K
9.57K $276M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
10.4K
New
$25.36 - $27.19 $265K - $284K
10.4K $275M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.74K
+ 10.41%
$74.88 - $91.97 $130K - $160K
18.5K $1.7B
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
4.03K
New
$64.31 - $75.93 $259K - $306K
4.03K $274M
Te Connectivity PLC
1.62K
New
N/A
1.62K $274M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.68K
+ 28.3%
$72.02 - $73.82 $265K - $272K
16.7K $1.23B
CRSP
Crispr Therapeutics Ag

Healthcare
2.49K
+ 23.89%
$31.27 - $48.64 $77.8K - $121K
12.9K $627M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
836
+ 5.11%
$57.46 - $75.58 $48K - $63.2K
17.2K $1.3B
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
4.86K
New
$44.64 - $55.3 $217K - $269K
4.86K $269M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
4.3K
New
$51.36 - $62.5 $221K - $269K
4.3K $269M
SE
Sea LTD

Consumer Cyclical
1.67K
New
$105.57 - $170.4 $176K - $284K
1.67K $267M
Amentum Holdings Inc
11.3K
New
N/A
11.3K $266M
VEA
Vanguard Ftse Developed Market

ETFs
2.97K
+ 19.85%
$45.65 - $57.01 $135K - $169K
17.9K $1.02B
SBR
Sabine Royalty Trust

Energy
3.9K
New
$60.25 - $68.76 $235K - $268K
3.9K $260M
ARES
Ares Management Corp

Financial Services
1.48K
New
$118.04 - $175.83 $174K - $260K
1.48K $256M
SYM
Symbotic Inc.

Financial Services
6.57K
New
$17.5 - $38.85 $115K - $255K
6.57K $255M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
5.9K
New
$30.14 - $45.12 $178K - $266K
5.9K $255M
Morgan Stanley ETF Trust
5K
+ 83.76%
N/A
11K $556M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10.8K
New
$22.68 - $23.28 $244K - $251K
10.8K $250M
BWA
Borgwarner Inc

Consumer Cyclical
7.43K
New
$24.84 - $33.92 $185K - $252K
7.43K $249M
Activity Summary
Buys All Purchases 605 New Holdings 121 Increased Positions 484 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 0 Puts 0
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