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
TRIN
Trinity Capital Inc.

Financial Services
-75
- 0.57%
$13.53 - $15.52 $1.01K - $1.16K
13.1K $185M
PLW
Invesco 1 30 Laddered Treasury

ETFs
-231
- 0.93%
N/A
24.5K $674M
Arista Networks Inc
-1.01K
- 28.3%
N/A
2.57K $263M
CVS
Cvs Health Corp

Healthcare
-556
- 2.88%
$60.04 - $70.18 $33.4K - $39K
18.8K $1.3B
BAH
Booz Allen Hamilton Holding Corp

Industrials
-127
- 5.51%
$99.97 - $129.69 $12.7K - $16.5K
2.18K $227M
INFY
Infosys LTD

Technology
-1.11K
- 4.6%
$16.14 - $18.75 $17.9K - $20.8K
22.9K $425M
UNM
Unum Group

Financial Services
-140
- 4.72%
$70.48 - $82.91 $9.87K - $11.6K
2.82K $228M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-484
- 3.69%
$40.82 - $43.14 $19.8K - $20.9K
12.6K $546M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-1.81K
- 8.44%
$9.25 - $10.26 $16.8K - $18.6K
19.7K $202M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-186
- 0.42%
$10.78 - $11.57 $2.01K - $2.15K
44.1K $498M
KIM
Kimco Realty Corp

Real Estate
-374
- 2.64%
$18.7 - $21.69 $6.99K - $8.11K
13.8K $290M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
-1.37K
- 3.8%
$12.19 - $13.37 $16.7K - $18.4K
34.8K $466M
WRAP
Wrap Technologies, Inc.

Technology
-5.3K
- 32.16%
$1.37 - $1.81 $7.26K - $9.59K
11.2K $17.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-166
- 2.16%
$37.08 - $42.26 $6.16K - $7.02K
7.53K $312M
NOK
Nokia Corp

Technology
-1.27K
- 3.24%
$4.65 - $5.43 $5.91K - $6.9K
38K $197M
HRB
H&R Block Inc

Consumer Cyclical
-180
- 4.27%
$54.32 - $63.04 $9.78K - $11.3K
4.04K $222M
NEM
Newmont Corp

Basic Materials
-1.75K
- 18.89%
$44.18 - $59.46 $77.1K - $104K
7.5K $437M
SCM
Stellus Capital Investment Corp

Financial Services
-363
- 0.56%
$11.69 - $14.03 $4.24K - $5.09K
64.7K $901M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-213
- 4.2%
$45.68 - $47.4 $9.73K - $10.1K
4.86K $230M
FSCO
Fs Cr Opportunities Corp Com
-5.85K
- 3.56%
N/A
158K $1.15B
VTWO
Vanguard Russell 2000 ETF

ETFs
-578
- 8.92%
$70.56 - $87.22 $40.8K - $50.4K
5.9K $515M
MARA
Marathon Digital Holdings, Inc.

Financial Services
-5.51K
- 29.21%
N/A
13.3K $209M
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
-2.55K
- 5.6%
$5.32 - $6.56 $13.6K - $16.7K
43.1K $271M
TDIV
First Trust Nasdaq Technology

ETFs
-1.35K
- 19.47%
$64.41 - $90.17 $87.1K - $122K
5.6K $504M
RVP
Retractable Technologies Inc

Healthcare
-7.5K
- 27.68%
$0.63 - $0.76 $4.73K - $5.7K
19.6K $12.5M
BALL
Ball Corp

Consumer Cyclical
-529
- 8.98%
$44.94 - $56.99 $23.8K - $30.1K
5.36K $301M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-582
- 5.34%
$37.18 - $42.55 $21.6K - $24.8K
10.3K $439M
CCI
Crown Castle International Corp

Real Estate
-20
- 1.01%
$94.83 - $107.06 $1.9K - $2.14K
1.96K $201M
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
-400
- 3.74%
$9.71 - $10.53 $3.88K - $4.21K
10.3K $108M
Solventum Corp
-33
- 0.78%
N/A
4.22K $320M
AMP
Ameriprise Financial Inc

Financial Services
-139
- 9.69%
$422.19 - $533.73 $58.7K - $74.2K
1.3K $691M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.06K
- 4.08%
$54.27 - $63.01 $57.4K - $66.6K
24.9K $1.56B
CNI
Canadian National Railway CO

Industrials
-160
- 7.36%
$92.66 - $108.13 $14.8K - $17.3K
2.01K $210M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-152
- 5.33%
$65.66 - $77.49 $9.98K - $11.8K
2.7K $205M
XLB
Select Sector Spdr Fd Material

ETFs
-98
- 2.48%
$74.27 - $88.92 $7.28K - $8.71K
3.86K $339M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-45
- 5.86%
$468.22 - $566.51 $21.1K - $25.5K
723 $409M
MCHI
Ishares Msci China ETF

ETFs
-60
- 1.23%
$45.22 - $55.86 $2.71K - $3.35K
4.83K $266M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-2.71K
- 13.09%
$0.54 - $0.87 $1.46K - $2.36K
18K $12.6M
CHTR
Charter Communications, Inc.

Communication Services
-209
- 9.74%
$321.68 - $427.25 $67.2K - $89.3K
1.94K $792M
Grayscale Ethereum Trust ETF
-4.14K
- 26.56%
N/A
11.5K $239M
EBAY
Ebay Inc

Consumer Cyclical
-297
- 7.82%
$59.52 - $79.36 $17.7K - $23.6K
3.5K $261M
LYG
Lloyds Banking Group PLC

Financial Services
-569
- 3.65%
$3.32 - $4.29 $1.89K - $2.44K
15K $63.8M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-525
- 1.5%
$16.43 - $18.82 $8.63K - $9.88K
34.4K $647M
APO
Apollo Global Management, Inc.

Financial Services
-229
- 2.87%
$108.68 - $145.07 $24.9K - $33.2K
7.75K $1.1B
VOD
Vodafone Group Public LTD CO

Communication Services
-1.46K
- 8.28%
$8.19 - $10.66 $11.9K - $15.5K
16.1K $172M
Jacobs Solutions Inc
-91
- 4.9%
N/A
1.77K $232M
LUMN
Lumen Technologies, Inc.

Communication Services
-500
- 2.21%
$3.07 - $4.51 $1.54K - $2.26K
22.1K $97M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-4
- 0.09%
$91.23 - $97.27 $365 - $389
4.63K $450M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
-5.03K
- 7.81%
$16.16 - $19.79 $81.2K - $99.5K
59.4K $1.17B
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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