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 490 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
25,687
shares
|
$296,427
0.02% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
25,571
shares
|
$295,089
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
25,425
shares
|
$293,404
0.01% of portfolio
|
Q2 2025
Reduced 17.81%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
25,421
shares
|
$293,358
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
25,391
shares
|
$293,012
0.0% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
25,389
shares
|
$292,989
0.01% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
25,131
shares
|
$290,011
0.04% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
24,824
shares
|
$286,468
0.07% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
24,761
shares
|
$285,741
0.03% of portfolio
|
Q4 2022
Added 65.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
24,603
shares
|
$283,918
0.0% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
24,560
shares
|
$283,422
0.12% of portfolio
|
Q2 2025
Added 36.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
24,516
shares
|
$282,914
0.0% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,502
shares
|
$282,753
0.14% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,279
shares
|
$280,179
0.01% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
24,142
shares
|
$278,598
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
23,627
shares
|
$272,655
0.11% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
23,560
shares
|
$271,882
0.04% of portfolio
|
Q3 2025
Reduced 32.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
23,526
shares
|
$271,490
0.03% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
23,272
shares
|
$268,558
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
|
$264,323
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
22,500
shares
|
$259,649
0.17% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
22,484
shares
|
$259,465
0.0% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
22,436
shares
|
$258,911
0.02% of portfolio
|
Q4 2022
Added 1.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
22,357
shares
|
$257,999
0.01% of portfolio
|
Q2 2025
Reduced 55.24%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
22,301
shares
|
$257,353
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|