Pcg Wealth Advisors, LLC Purchases in Q3 2025

Pcg Wealth Advisors, LLC

  • $310 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
128K
New
$68.33 - $72.69 $8.73M - $9.28M
128K $9.23M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
198K
New
$31.79 - $33.42 $6.29M - $6.61M
198K $6.61M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
26.4K
New
$225.11 - $247.9 $5.95M - $6.55M
26.4K $6.53M
AVUV
American Centy ETF Tr Avantis

ETFs
58.7K
New
$90.37 - $102.12 $5.3M - $5.99M
58.7K $5.84M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
51.7K
New
$98.53 - $107.1 $5.09M - $5.54M
51.7K $5.43M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
44.7K
New
$108.47 - $114.7 $4.85M - $5.13M
44.7K $5.13M
AVDV
American Centy ETF Tr Avantis

ETFs
57.5K
New
$79.24 - $89.03 $4.55M - $5.12M
57.5K $5.12M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
42.5K
New
$107.5 - $115.86 $4.57M - $4.92M
42.5K $4.86M
AVDE
American Centy ETF Tr Avantis

ETFs
59K
New
$73.24 - $79.04 $4.32M - $4.66M
59K $4.65M
CGDV
Capital Group Divid Value ETF

ETFs
97.2K
New
$39.59 - $42.21 $3.85M - $4.1M
97.2K $4.09M
PULS
Pgim ETF Tr

ETFs
66.9K
New
$49.58 - $49.83 $3.32M - $3.33M
66.9K $3.33M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
22.7K
New
$128.6 - $136.01 $2.93M - $3.09M
22.7K $3.08M
FLMX
Franklin Templeton ETF Tr

ETFs
86.2K
New
$28.84 - $33.18 $2.49M - $2.86M
86.2K $2.86M
PLTM
Granite Shares Platinum Trust

ETFs
171K
New
$12.47 - $15.43 $2.13M - $2.63M
171K $2.58M
JMEE
J P Morgan Exchange Traded Fd

ETFs
40.2K
New
$59.19 - $64.47 $2.38M - $2.59M
40.2K $2.55M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
21.1K
+ 14.14%
$72.65 - $78.68 $1.53M - $1.66M
170K $13.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.93K
New
$546.99 - $602.2 $2.15M - $2.37M
3.93K $2.36M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
31.5K
New
$69.02 - $73.57 $2.17M - $2.32M
31.5K $2.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.52K
+ 5.76%
$617.65 - $666.84 $941K - $1.02M
28K $18.6M
CGGR
Capital Group Growth ETF Shs C

ETFs
46.4K
New
$40.2 - $44.58 $1.87M - $2.07M
46.4K $2.04M
IAI
Ishares Tr Us Broker Dealers &

ETFs
11.3K
New
$168.93 - $178.7 $1.91M - $2.02M
11.3K $2M
FTSL
First Trust Senior Ln Fund

ETFs
40.5K
+ 94.23%
$45.81 - $46.18 $1.86M - $1.87M
83.5K $3.83M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
46.2K
New
$35.42 - $38.65 $1.64M - $1.79M
46.2K $1.76M
BKUI
Bny Mellon ETF Tr Ultra Short

ETFs
34.3K
New
$49.7 - $49.94 $1.71M - $1.71M
34.3K $1.71M
XLG
Invesco Exchange Traded Fd Tr

ETFs
28.7K
New
$51.78 - $57.89 $1.49M - $1.66M
28.7K $1.65M
CLOI
Vaneck ETF Tr

ETFs
29.2K
New
$52.8 - $53.1 $1.54M - $1.55M
29.2K $1.55M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
30.2K
New
$50.53 - $50.82 $1.53M - $1.54M
30.2K $1.53M
AVRE
American Centy ETF Tr Avantis
33.8K
New
$43.53 - $45.34 $1.47M - $1.53M
33.8K $1.5M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
8.19K
+ 37.91%
$138.08 - $151.2 $1.13M - $1.24M
29.8K $4.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.6K
New
$181.56 - $190.33 $1.38M - $1.45M
7.6K $1.44M
AVSF
American Centy ETF Tr Avantis

ETFs
28.3K
New
$46.71 - $47.3 $1.32M - $1.34M
28.3K $1.33M
PPA
Invesco Exchange Traded Fd Tr

ETFs
7.65K
New
$139.82 - $155.45 $1.07M - $1.19M
7.65K $1.19M
REPX
Riley Exploration Permian, Inc.

Energy
43.8K
New
$25.25 - $30.06 $1.1M - $1.32M
43.8K $1.19M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.93K
+ 21.62%
$275.84 - $326.36 $531K - $628K
10.8K $3.53M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
19.1K
New
$50.32 - $54.01 $961K - $1.03M
19.1K $1.03M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.78K
+ 3.5%
$82.22 - $96.68 $146K - $172K
52.6K $5.09M
AVSC
American Centy ETF Tr Avantis
16.3K
New
$51.33 - $58.63 $838K - $957K
16.3K $935K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
25.8K
New
$33.07 - $34.84 $852K - $898K
25.8K $897K
AVEM
American Centy ETF Tr Avantis

ETFs
11.5K
New
$68.33 - $75.41 $782K - $864K
11.5K $860K
BLOK
Amplify ETF Tr Trnsformational

ETFs
10.7K
New
$56.05 - $67.13 $600K - $719K
10.7K $717K
NVDA
Nvidia Corp

Technology
498
+ 2.56%
$153.3 - $186.58 $76.3K - $92.9K
20K $3.72M
AVGO
Broadcom Inc.

Technology
1.75K
New
$264.74 - $369.57 $462K - $645K
1.75K $576K
RDVY
First Trust Rising Dividend Ac

ETFs
6.23K
+ 20.68%
$62.38 - $67.29 $389K - $419K
36.4K $2.45M
FVD
First Tr Value Line Divid Inde

ETFs
4.89K
+ 2.43%
$44.73 - $46.86 $219K - $229K
206K $9.55M
AAPL
Apple Inc.

Technology
135
+ 1.33%
$202.38 - $256.87 $27.3K - $34.7K
10.3K $2.61M
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.15K
New
$67.01 - $72.84 $479K - $521K
7.15K $518K
FDL
First Tr Morningstar Dividend

ETFs
8.28K
+ 9.83%
$41.96 - $44.59 $347K - $369K
92.5K $4.01M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.88K
New
$82.38 - $83.0 $402K - $405K
4.88K $405K
PXE
Invesco Exchange Traded Fd Tr

ETFs
13.5K
New
$27.41 - $30.45 $371K - $412K
13.5K $397K
Activity Summary
Buys All Purchases 97 New Holdings 64 Increased Positions 33 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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