Pfg Investments, LLC Purchases in Q3 2025

Pfg Investments, LLC

  • $1.93 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
129
+ 17.22%
$301.44 - $365.84 $38.9K - $47.2K
878 $284M
BMY
Bristol Myers Squibb CO

Healthcare
2.56K
+ 4.61%
$43.31 - $48.98 $111K - $125K
58.1K $2.62B
YLD
Principal Exchange Traded Fds

ETFs
2.43K
+ 9.76%
$19.14 - $19.46 $46.4K - $47.2K
27.3K $530M
PICK
Ishares Inc Msci Global Select

ETFs
5
+ 0.07%
$37.92 - $44.52 $190 - $223
7.04K $313M
NXPI
Nxp Semiconductors N.V.

Technology
145
+ 8.64%
$205.16 - $239.07 $29.7K - $34.7K
1.82K $415M
IXUS
Ishares Tr

ETFs
19
+ 0.21%
$76.35 - $82.58 $1.45K - $1.57K
8.92K $737M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
29
+ 0.31%
$82.42 - $87.03 $2.39K - $2.52K
9.3K $809M
Moneyhero Limited
33.1K
New
N/A
33.1K $47.3M
VCR
Vanguard Consumer Discretionar

ETFs
70
+ 12.26%
$359.61 - $401.35 $25.2K - $28.1K
641 $254M
JGRO
J P Morgan Exchange Traded Fd
290
+ 11.64%
N/A
2.78K $261M
AZN
Astrazeneca PLC

Healthcare
137
+ 2.65%
$68.72 - $82.11 $9.41K - $11.2K
5.31K $407M
VPU
Vanguard Utilities ETF

ETFs
14
+ 0.42%
$175.25 - $189.41 $2.45K - $2.65K
3.34K $633M
VT
Vanguard Total World Stk Index

ETFs
210
+ 12.09%
$128.41 - $138.03 $27K - $29K
1.95K $268M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
1.74K
+ 17.35%
$21.11 - $22.3 $36.8K - $38.8K
11.8K $262M
SCHX
Schwab Strategic Tr Us Large C

ETFs
42
+ 0.18%
$24.46 - $26.5 $1.03K - $1.11K
22.9K $604M
PAVE
Global X Fds Us Infrastructure

ETFs
404
+ 6.47%
$44.02 - $47.63 $17.8K - $19.2K
6.65K $317M
IHRT
I Heart Media, Inc.

Communication Services
2.5K
+ 7.46%
$1.6 - $3.11 $4K - $7.78K
36K $103M
Victory Portfolios Ii
671
+ 7.54%
N/A
9.57K $359M
ED
Consolidated Edison Inc

Utilities
329
+ 0.51%
$95.57 - $105.36 $31.4K - $34.7K
64.4K $6.47B
Bank America Corp
19
+ 6.48%
N/A
312 $399M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
282
+ 7.84%
$84.28 - $89.46 $23.8K - $25.2K
3.88K $345M
PIZ
Invesco Exchange Traded Fd Tr
713
+ 12.48%
N/A
6.42K $306M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
1.73K
+ 10.2%
$22.27 - $22.51 $38.4K - $38.9K
18.6K $419M
RF
Regions Financial Corp

Financial Services
103
+ 0.73%
$24.03 - $27.41 $2.48K - $2.82K
14.2K $373M
VBR
Vanguard Small Cap Value ETF

ETFs
42
+ 1.71%
$195.41 - $212.37 $8.21K - $8.92K
2.5K $521M
Fidelity Covington Trust
596
+ 5.71%
N/A
11K $389M
CINF
Cincinnati Financial Corp

Financial Services
47
+ 1.25%
$145.8 - $158.1 $6.85K - $7.43K
3.81K $602M
ZG
Zillow Group, Inc.

Communication Services
200
+ 4.4%
$68.95 - $86.76 $13.8K - $17.4K
4.74K $353M
IXN
Ishares Global Information Tec

ETFs
75
+ 2.4%
$91.28 - $103.32 $6.85K - $7.75K
3.2K $330M
STRV
Ea Ser Tr Strive 500 ETF
33
+ 0.26%
N/A
12.8K $553M
XLY
Select Sector Spdr Consumer Di

ETFs
34
+ 2.28%
$216.09 - $242.18 $7.35K - $8.23K
1.52K $365M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
1.38K
+ 2.25%
$9.82 - $10.43 $13.6K - $14.4K
62.7K $648M
COIN
Coinbase Global, Inc.

Technology
171
+ 13.5%
$297.99 - $419.78 $51K - $71.8K
1.44K $485M
Nuvve Holding Corp
175K
New
N/A
175K $41.1M
CNQ
Canadian Natural Resources LTD

Energy
1.09K
+ 9.95%
$29.31 - $32.93 $31.9K - $35.8K
12K $384M
Angel Oak Funds Trust
3.42K
+ 10.2%
N/A
36.9K $413M
KIM
Kimco Realty Corp

Real Estate
1.26K
+ 9.15%
$20.74 - $22.79 $26.2K - $28.8K
15.1K $329M
AVK
Advent Convertible & Income Fund

Financial Services
279
+ 0.54%
$12.06 - $12.79 $3.36K - $3.57K
52.1K $666M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
3.48K
+ 17.69%
$15.26 - $18.63 $53.2K - $64.9K
23.2K $401M
WEA
Western Asset Premier Bond Fund

Financial Services
3.02K
+ 25.13%
$10.73 - $11.4 $32.4K - $34.5K
15.1K $169M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
291
+ 0.49%
$19.44 - $20.43 $5.66K - $5.95K
59.7K $1.21B
NRG
Nrg Energy, Inc.

Utilities
164
+ 2.08%
$144.77 - $173.91 $23.7K - $28.5K
8.04K $1.3B
EBC
Eastern Bankshares, Inc.

Financial Services
26
+ 0.2%
$15.03 - $18.34 $391 - $477
12.8K $232M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.1K
+ 1.29%
$22.64 - $23.22 $24.8K - $25.4K
85.9K $1.98B
EIX
Edison International

Utilities
135
+ 1.7%
$50.42 - $56.35 $6.81K - $7.61K
8.09K $447M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
416
+ 2.72%
$48.5 - $50.19 $20.2K - $20.9K
15.7K $786M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
162
+ 0.8%
N/A
20.4K $840M
FDN
First Tr Fd Dow Jones

ETFs
93
+ 9.83%
$264.06 - $287.34 $24.6K - $26.7K
1.04K $291M
RIET
ETF Ser Solutions Hoya Capital

ETFs
3.4K
+ 19.15%
$9.34 - $10.07 $31.8K - $34.2K
21.2K $204M
Activity Summary
Buys All Purchases 711 New Holdings 132 Increased Positions 579 Sells All Sells 341 Reductions 341 Sold out 0 Options Calls 0 Puts 0
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