Institutional Ownership Invesco ETF Tr Ii Pfd ETF (PGX)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Pfd ETF (PGX). We have compiled data on the 510 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
66,645,345
shares
|
$732 Million
0.06% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,745,410
shares
|
$173 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
15,193,057
shares
|
$167 Million
0.07% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
8,697,382
shares
|
$95.6 Million
0.01% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
7,251,553
shares
|
$79.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,526,051
shares
|
$60.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,090,455
shares
|
$55.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 28, 2025 Q1 2025 |
3,635,591
shares
|
$40 Million
82.34% of portfolio
|
Q1 2025
Reduced 37.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,629,127
shares
|
$39.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
3,482,215
shares
|
$38.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 31.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,410,126
shares
|
$37.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,769,857
shares
|
$30.4 Million
0.01% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,627,449
shares
|
$28.9 Million
0.17% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
1,874,427
shares
|
$20.6 Million
0.0% of portfolio
|
Q1 2025
Added 57.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,685,846
shares
|
$18.5 Million
0.04% of portfolio
|
Q4 2024
Added 21.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,616,028
shares
|
$17.8 Million
0.03% of portfolio
|
Q3 2024
Added 16.9%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,423,931
shares
|
$15.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,421,724
shares
|
$15.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
1,393,688
shares
|
$15.3 Million
0.83% of portfolio
|
Q1 2025
Added 20.9%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,061,804
shares
|
$11.7 Million
0.05% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
889,286
shares
|
$9.77 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
862,074
shares
|
$9.47 Million
0.03% of portfolio
|
Q1 2025
Added 65.69%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
855,037
shares
|
$9.4 Million
4.67% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
850,000
shares
|
$9.34 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
849,390
shares
|
$9.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.29%
|