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 499 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
26,812
shares
|
$303,779
0.01% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
26,801
shares
|
$303,655
0.01% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
26,384
shares
|
$298,930
0.0% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
26,186
shares
|
$296,687
0.01% of portfolio
|
Q1 2024
Reduced 60.43%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
25,987
shares
|
$294,432
0.07% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
25,880
shares
|
$293,220
0.0% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
25,687
shares
|
$291,033
0.02% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
25,571
shares
|
$289,719
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
25,391
shares
|
$287,680
0.0% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
25,250
shares
|
$286,082
0.01% of portfolio
|
Q2 2025
Reduced 68.37%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
25,131
shares
|
$284,734
0.04% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
25,063
shares
|
$283,963
0.01% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
24,846
shares
|
$281,505
0.07% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
24,761
shares
|
$280,542
0.03% of portfolio
|
Q4 2022
Added 65.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
24,516
shares
|
$277,766
0.0% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,502
shares
|
$277,607
0.14% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,279
shares
|
$275,081
0.01% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
24,142
shares
|
$273,528
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
24,085
shares
|
$272,883
0.01% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
23,627
shares
|
$267,693
0.12% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
23,526
shares
|
$266,549
0.03% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
23,400
shares
|
$265,122
0.18% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
23,272
shares
|
$263,671
0.03% of portfolio
|
Q4 2022
Reduced 11.68%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
22,905
shares
|
$259,513
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
22,436
shares
|
$254,199
0.02% of portfolio
|
Q4 2022
Added 1.09%
|