Pfg Investments, LLC Incresed Positions in Q2 2025

Pfg Investments, LLC

  • $1.71 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
1.76K
+ 7.28%
$11.76 - $13.64 $20.7K - $24K
26K $330M
BDX
Becton Dickinson & CO

Healthcare
641
+ 32.7%
$165.15 - $226.42 $106K - $145K
2.6K $448M
RMMZ
River North Managed Duration Municipal Income Fund Ii, Inc.

ETFs
1K
+ 7.69%
$13.89 - $15.26 $13.9K - $15.3K
14K $197M
LCID
Lucid Group, Inc.

Consumer Cyclical
1.15K
+ 9.73%
$2.1 - $2.96 $2.42K - $3.42K
13K $27.5M
OTIS
Otis Worldwide Corp

Industrials
121
+ 3.66%
$90.88 - $104.3 $11K - $12.6K
3.43K $339M
BHR
Braemar Hotels & Resorts Inc.

Real Estate
374
+ 0.51%
$1.85 - $2.65 $692 - $991
74.3K $182M
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
252
+ 2.26%
$9.36 - $10.03 $2.36K - $2.53K
11.4K $109M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
2
+ 0.0%
$8.4 - $8.8 $16.8 - $17.6
73.1K $641M
Gsk PLC
16
+ 0.16%
N/A
10.1K $386M
LAND
Gladstone Land Corp

Real Estate
1.24K
+ 2.81%
$8.95 - $10.51 $11.1K - $13K
45.1K $459M
HYD
Vaneck High Yield Muni ETF

ETFs
18
+ 0.41%
$49.08 - $51.35 $883 - $924
4.4K $221M
WEA
Western Asset Premier Bond Fund

Financial Services
23
+ 0.19%
$10.28 - $11.05 $236 - $254
12K $131M
TM
Toyota Motor Corp

Consumer Cyclical
14
+ 0.92%
$158.63 - $195.39 $2.22K - $2.74K
1.54K $266M
KIE
Spdr S&P Insurance ETF

ETFs
3
+ 0.05%
$53.63 - $61.12 $161 - $183
5.77K $344M
BBDC
Barings Bdc, Inc.

Financial Services
213
+ 1.27%
$7.89 - $9.51 $1.68K - $2.03K
17K $156M
GGT
Gabelli Multimedia Trust Inc.

Financial Services
3
+ 0.03%
$3.9 - $4.7 $11.7 - $14.1
10.7K $44.1M
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
76
+ 0.65%
$8.83 - $9.85 $671 - $749
11.8K $108M
WAT
Waters Corp

Healthcare
60
+ 4.37%
$307.71 - $366.67 $18.5K - $22K
1.43K $500M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
342
+ 9.36%
$78.47 - $92.25 $26.8K - $31.5K
4K $324M
TSE
Trinseo PLC

Basic Materials
2
+ 0.01%
$2.45 - $4.33 $4.9 - $8.66
14K $43.7M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
114
+ 0.36%
$11.34 - $12.35 $1.29K - $1.41K
32K $381M
OGE
Oge Energy Corp.

Utilities
30
+ 0.48%
$42.23 - $46.38 $1.27K - $1.39K
6.34K $281M
BGNE
Bei Gene, Ltd.

Healthcare
75
+ 8.24%
N/A
985 $238M
K
Kellogg CO

Consumer Defensive
14
+ 0.37%
$77.85 - $82.88 $1.09K - $1.16K
3.83K $305M
EBC
Eastern Bankshares, Inc.

Financial Services
216
+ 1.72%
$14.18 - $16.5 $3.06K - $3.56K
12.8K $195M
APLE
Apple Hospitality Reit, Inc.

Real Estate
460
+ 3.48%
$10.66 - $12.92 $4.9K - $5.94K
13.7K $160M
AEE
Ameren Corp

Utilities
10
+ 0.34%
$94.23 - $101.68 $942 - $1.02K
2.92K $280M
Ckx Lds Inc
200
+ 1.67%
N/A
12.2K $130M
NWL
Newell Brands Inc.

Consumer Defensive
23
+ 0.15%
$4.48 - $6.27 $103 - $144
15.8K $85.1M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
79
+ 0.55%
$18.94 - $22.97 $1.5K - $1.81K
14.4K $308M
CWT
California Water Service Group

Utilities
3
+ 0.05%
$44.67 - $51.36 $134 - $154
6.57K $299M
VHT
Vanguard Health Care ETF

ETFs
180
+ 4.42%
$236.71 - $261.92 $42.6K - $47.1K
4.26K $1.06B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1.79K
+ 2.48%
$13.74 - $15.66 $24.6K - $28K
73.7K $1.1B
FDX
Fedex Corp

Industrials
201
+ 4.55%
$198.07 - $245.17 $39.8K - $49.3K
4.61K $1.05B
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
489
+ 0.93%
$20.19 - $23.59 $9.87K - $11.5K
53.1K $1.17B
THQ
Tekla Healthcare Opportunities Fund

Financial Services
718
+ 3.79%
$17.7 - $20.39 $12.7K - $14.6K
19.7K $362M
PSX
Phillips 66

Energy
301
+ 1.92%
$92.87 - $125.73 $28K - $37.8K
15.9K $1.9B
WEC
Wec Energy Group, Inc.

Utilities
85
+ 1.05%
$102.24 - $109.76 $8.69K - $9.33K
8.15K $849M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
822
+ 3.62%
$45.07 - $52.57 $37K - $43.2K
23.5K $1.15B
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
6.32K
+ 5.61%
$9.18 - $11.13 $58K - $70.3K
119K $1.23B
TRGP
Targa Resources Corp.

Energy
1
+ 0.08%
$157.32 - $205.72 $157 - $206
1.26K $219M
ALL
Allstate Corp

Financial Services
5
+ 0.08%
$180.53 - $212.64 $903 - $1.06K
5.96K $1.2B
ELV
Elevance Health, Inc.

Healthcare
70
+ 5.23%
$372.27 - $452.69 $26.1K - $31.7K
1.41K $548M
DTE
Dte Energy CO

Utilities
101
+ 1.23%
$127.39 - $139.49 $12.9K - $14.1K
8.34K $1.1B
IRT
Independence Realty Trust, Inc.

Real Estate
133
+ 1.19%
$17.41 - $21.38 $2.32K - $2.84K
11.3K $200M
EIX
Edison International

Utilities
351
+ 4.62%
$48.32 - $59.92 $17K - $21K
7.95K $410M
FISV
Fiserv Inc

Technology
478
+ 18.69%
N/A
3.04K $523M
Oaktree Specialty Lending CO
626
+ 2.01%
N/A
31.8K $434M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
4.7K
+ 35.07%
$2.33 - $8.01 $11K - $37.6K
18.1K $44.3M
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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