Pfg Investments, LLC Reduced Holdings in Q2 2025

Pfg Investments, LLC

  • $1.71 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IHF
Ishares Tr

ETFs
-1.24K
- 13.98%
$46.2 - $54.6 $57.1K - $67.4K
7.6K $370M
SPG
Simon Property Group Inc

Real Estate
-488
- 16.36%
$140.37 - $171.44 $68.5K - $83.7K
2.49K $401M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-6.63K
- 9.76%
$9.57 - $10.35 $63.4K - $68.6K
61.3K $607M
IIPR
Innovative Industrial Properties Inc

Real Estate
-1.89K
- 17.43%
$48.03 - $58.9 $90.7K - $111K
8.95K $494M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.58K
- 18.44%
$57.41 - $74.81 $206K - $268K
15.8K $1.18B
FSK
Fs Kkr Capital Corp

Financial Services
-3.58K
- 5.25%
$17.95 - $21.5 $64.3K - $77K
64.6K $1.34B
ZTS
Zoetis Inc.

Healthcare
-448
- 24.81%
$144.41 - $170.3 $64.7K - $76.3K
1.36K $212M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.34K
- 9.1%
$69.8 - $85.28 $93.3K - $114K
13.4K $1.11B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.63K
- 5.73%
$50.1 - $51.02 $81.5K - $83K
26.7K $1.36B
SUN
Sunoco LP

Energy
-987
- 14.82%
$50.38 - $59.13 $49.7K - $58.4K
5.67K $304M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-8.97K
- 17.67%
$7.98 - $10.06 $71.6K - $90.2K
41.8K $405M
MBLY
Mobileye Global Inc.
-8.29K
- 43.74%
$11.77 - $18.44 $97.6K - $153K
10.7K $192M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.05K
- 23.76%
$101.97 - $126.75 $107K - $132K
3.35K $425M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-6.9K
- 12.17%
$9.43 - $10.29 $65K - $70.9K
49.8K $501M
IAU
Ishares Gold Trust

ETFs
-2.78K
- 10.13%
$56.1 - $64.74 $156K - $180K
24.6K $1.54B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.07K
- 6.25%
$63.54 - $68.5 $68.2K - $73.6K
16.1K $1.09B
PLUG
Plug Power Inc

Industrials
-87.1K
- 23.81%
$0.7 - $1.49 $61K - $130K
279K $415M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-2.93K
- 13.84%
$20.16 - $23.26 $59.1K - $68.2K
18.3K $398M
DIV
Global X Superdividend Us ETF

ETFs
-3.23K
- 22.42%
N/A
11.2K $197M
PBA
Pembina Pipeline Corp

Energy
-1.05K
- 7.62%
$35.16 - $40.88 $36.8K - $42.8K
12.7K $476M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-404
- 8.02%
$376.48 - $440.65 $152K - $178K
4.63K $2.04B
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-13.3K
- 26.3%
$6.66 - $8.12 $88.7K - $108K
37.3K $303M
SWKS
Skyworks Solutions, Inc.

Technology
-1.71K
- 31.09%
$49.2 - $74.95 $84.2K - $128K
3.79K $283M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-3.14K
- 20.87%
$41.45 - $54.46 $130K - $171K
11.9K $620M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-304
- 3.89%
$41.37 - $53.28 $12.6K - $16.2K
7.52K $336M
ATO
Atmos Energy Corp

Utilities
-449
- 17.72%
$145.06 - $162.66 $65.1K - $73K
2.09K $321M
TREX
Trex CO Inc

Industrials
-400
- 3.22%
$50.52 - $61.77 $20.2K - $24.7K
12K $655M
CHD
Church & Dwight CO Inc

Consumer Defensive
-8
- 0.17%
$91.57 - $110.76 $733 - $886
4.78K $459M
PCQ
Pimco California Municipal Income Fund

Financial Services
-6.65K
- 18.13%
$8.18 - $9.04 $54.4K - $60.1K
30K $258M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.03K
- 29.81%
$73.02 - $90.22 $75K - $92.7K
2.42K $216M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-4.48K
- 16.79%
$11.35 - $12.45 $50.8K - $55.8K
22.2K $265M
WSM
Williams Sonoma Inc

Consumer Cyclical
-491
- 15.25%
$137.62 - $174.44 $67.6K - $85.7K
2.73K $446M
BGS
B&G Foods, Inc.

Consumer Defensive
-4.83K
- 29.73%
$4.02 - $7.07 $19.4K - $34.2K
11.4K $48.3M
ADI
Analog Devices Inc

Technology
-623
- 26.52%
$164.6 - $238.02 $103K - $148K
1.73K $411M
LIT
Global X Fds Global X Lithium

ETFs
-1.51K
- 21.49%
$31.82 - $39.24 $48.2K - $59.4K
5.53K $212M
MSI
Motorola Solutions, Inc.

Technology
-71
- 4.03%
$394.72 - $440.39 $28K - $31.3K
1.69K $710M
XLY
Select Sector Spdr Consumer Di

ETFs
-446
- 23.05%
$176.34 - $218.59 $78.6K - $97.5K
1.49K $324M
WELL
Welltower Inc.

Real Estate
-410
- 4.7%
$136.49 - $155.22 $56K - $63.6K
8.31K $1.28B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-551
- 9.83%
$100.04 - $100.54 $55.1K - $55.4K
5.06K $508M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-550
- 10.82%
$99.1 - $99.49 $54.5K - $54.7K
4.53K $451M
HDV
Ishares Core High Dividend ETF

ETFs
-64
- 0.54%
$108.41 - $120.51 $6.94K - $7.71K
11.7K $1.37B
SKX
Skechers Usa Inc

Consumer Cyclical
-1.36K
- 26.82%
$45.48 - $63.1 $61.7K - $85.6K
3.7K $234M
ARCC
Ares Capital Corp

Financial Services
-2.16K
- 7.09%
$18.91 - $22.43 $40.8K - $48.4K
28.3K $621M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-678
- 1.36%
$96.84 - $99.46 $65.7K - $67.4K
49.1K $4.87B
WMB
Williams Companies, Inc.

Energy
-1.83K
- 8.94%
$54.33 - $62.87 $99.2K - $115K
18.6K $1.17B
USA
Liberty All Star Equity Fund

Financial Services
-10.2K
- 13.73%
$5.9 - $6.81 $60.3K - $69.7K
64.2K $437M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.16K
- 9.37%
$51.16 - $62.02 $111K - $134K
20.9K $1.3B
Lithium Amers Corp New
-17.8K
- 51.43%
N/A
16.8K $45.1M
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
-5.66K
- 28.32%
N/A
14.3K $99.6M
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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