Pfg Investments, LLC Purchases in Q3 2025

Pfg Investments, LLC

  • $1.93 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NWL
Newell Brands Inc.

Consumer Defensive
7.21K
+ 45.79%
$4.76 - $6.39 $34.3K - $46.1K
23K $120M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
1.75K
+ 9.36%
$15.99 - $17.02 $28K - $29.8K
20.5K $335M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
800
+ 5.75%
$21.69 - $23.34 $17.4K - $18.7K
14.7K $343M
DHR
Danaher Corp

Healthcare
154
+ 2.94%
$181.46 - $212.2 $27.9K - $32.7K
5.39K $1.07B
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
894
+ 9.91%
$28.92 - $30.19 $25.9K - $27K
9.91K $294M
DNP
Dnp Select Income Fund Inc

Financial Services
2.02K
+ 3.38%
$9.65 - $10.02 $19.5K - $20.2K
61.7K $618M
IWS
Ishares Russell Midcap Value E

ETFs
9
+ 0.21%
$132.83 - $140.61 $1.2K - $1.27K
4.23K $591M
GAB
Gabelli Equity Trust Inc

Financial Services
1.32K
+ 1.42%
$5.81 - $6.32 $7.66K - $8.33K
94K $573M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
268
+ 2.6%
$42.39 - $44.63 $11.4K - $12K
10.6K $472M
EVRG
Evergy, Inc.

Utilities
17
+ 0.38%
$67.73 - $76.02 $1.15K - $1.29K
4.45K $338M
Jacobs Solutions Inc
1
+ 0.06%
N/A
1.77K $265M
USB
Us Bancorp \De\

Financial Services
20
+ 0.2%
$43.94 - $50.41 $879 - $1.01K
10.1K $490M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
251
+ 4.72%
$39.37 - $44.24 $9.88K - $11.1K
5.57K $244M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
994
+ 3.57%
$13.32 - $14.12 $13.2K - $14K
28.8K $407M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3
+ 0.02%
$28.15 - $30.13 $84.4 - $90.4
19.8K $587M
Veralto Corp
100
+ 2.71%
N/A
3.79K $404M
Healthcare Rlty Tr
135
+ 1.02%
N/A
13.3K $240M
Tcw ETF Trust
658
+ 12.7%
N/A
5.84K $275M
Morgan Stanley ETF Trust
572
+ 12.32%
N/A
5.21K $268M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
44
+ 0.28%
$23.82 - $25.84 $1.05K - $1.14K
15.5K $399M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2
+ 0.06%
$126.64 - $135.65 $253 - $271
3.36K $455M
PNR
Pentair PLC

Industrials
7
+ 0.19%
$100.62 - $112.59 $704 - $788
3.62K $401M
MTB
M&T Bank Corp

Financial Services
106
+ 4.5%
$183.74 - $204.05 $19.5K - $21.6K
2.46K $487M
AMP
Ameriprise Financial Inc

Financial Services
172
+ 13.28%
$486.13 - $544.55 $83.6K - $93.7K
1.47K $721M
VEU
Vanguard Ftse All World Ex Us

ETFs
18
+ 0.26%
$66.38 - $71.68 $1.19K - $1.29K
6.82K $487M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
933
+ 2.71%
$18.58 - $19.75 $17.3K - $18.4K
35.3K $676M
NUSC
Nuveen Esg Small Cap ETF

ETFs
104
+ 1.43%
$40.43 - $44.52 $4.2K - $4.63K
7.36K $324M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
40
+ 1.38%
$99.92 - $146.67 $4K - $5.87K
2.93K $389M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
2.24K
+ 21.27%
$12.09 - $12.69 $27.1K - $28.5K
12.8K $159M
NRZ
New Residential Investment Corp.

Real Estate
2.32K
+ 13.88%
N/A
19.1K $217M
EVX
Vaneck ETF Tr Environmental Se

ETFs
350
+ 1.64%
$38.12 - $40.21 $13.3K - $14.1K
21.7K $843M
PEAK
Healthpeak Properties, Inc.

Real Estate
41
+ 0.26%
N/A
15.6K $298M
FAN
First Tr Exchange Traded Fd Ii
356
+ 1.97%
N/A
18.4K $353M
VLY
Valley National Bancorp

Financial Services
720
+ 6.54%
$9.18 - $11.1 $6.61K - $7.99K
11.7K $124M
FAB
First Tr Multi Cap Value Alpha

ETFs
16
+ 0.39%
$81.15 - $88.6 $1.3K - $1.42K
4.09K $357M
CB
Chubb LTD

Financial Services
150
+ 6.6%
$265.99 - $289.59 $39.9K - $43.4K
2.42K $684M
AEE
Ameren Corp

Utilities
10
+ 0.34%
$95.0 - $104.38 $950 - $1.04K
2.93K $306M
Tidal Trust Ii
1.23K
+ 11.83%
N/A
11.6K $110M
NVS
Novartis Ag

Healthcare
18
+ 0.59%
$113.5 - $129.73 $2.04K - $2.34K
3.07K $393M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
130
+ 1.26%
$31.31 - $34.54 $4.07K - $4.49K
10.4K $351M
EFC
Ellington Financial Inc.

Real Estate
1.85K
+ 13.4%
$12.66 - $14.02 $23.5K - $26K
15.7K $204M
AVLV
American Centy ETF Tr Avantis
63
+ 1.32%
$68.33 - $72.69 $4.3K - $4.58K
4.83K $349M
TROW
Price T Rowe Group Inc

Financial Services
102
+ 4.75%
$98.67 - $111.52 $10.1K - $11.4K
2.25K $231M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
98
+ 1.02%
$26.52 - $31.32 $2.6K - $3.07K
9.67K $300M
BTG
B2 Gold Corp

Basic Materials
5
+ 0.03%
$3.32 - $4.96 $16.6 - $24.8
17.3K $85.7M
PHK
Pimco High Income Fund

Financial Services
1.51K
+ 1.83%
$4.78 - $5.02 $7.2K - $7.57K
83.8K $418M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
109
+ 14.48%
$259.44 - $278.65 $28.3K - $30.4K
862 $224M
K
Kellogg CO

Consumer Defensive
164
+ 4.28%
$76.96 - $82.02 $12.6K - $13.5K
4K $328M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
16
+ 0.2%
$56.63 - $60.72 $906 - $972
8.01K $483M
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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