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 512 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
28,433
shares
|
$339,205
0.03% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
28,110
shares
|
$335,352
0.07% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
27,804
shares
|
$331,701
0.15% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
27,803
shares
|
$331,689
0.01% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
27,691
shares
|
$330,353
0.04% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
27,590
shares
|
$329,148
0.25% of portfolio
|
Q2 2018
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
27,346
shares
|
$326,237
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
27,089
shares
|
$323,171
0.02% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
26,624
shares
|
$317,624
0.01% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
26,559
shares
|
$316,848
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
26,555
shares
|
$316,801
0.02% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
26,405
shares
|
$315,011
0.02% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
26,186
shares
|
$312,398
0.01% of portfolio
|
Q1 2024
Reduced 60.43%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
25,987
shares
|
$310,024
0.09% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
25,651
shares
|
$306,016
0.16% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,157
shares
|
$300,123
0.02% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
24,911
shares
|
$297,188
0.01% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
24,761
shares
|
$295,398
0.04% of portfolio
|
Q4 2022
Added 65.07%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
24,674
shares
|
$294,360
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
24,642
shares
|
$293,979
0.01% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
24,544
shares
|
$292,809
0.03% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,502
shares
|
$292,308
0.14% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
24,400
shares
|
$291,092
0.21% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,279
shares
|
$289,648
0.01% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
24,142
shares
|
$288,014
0.08% of portfolio
|
Q3 2023
New holding
|