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 501 institutions that hold shares in the stock, with a total of 176 Million shares, which have been reported (via 13F filing form) to have a value of $2.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
24,142
shares
|
$278,840
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
24,116
shares
|
$278,539
0.0% of portfolio
|
Q3 2024
Added 83.78%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
24,083
shares
|
$278,158
0.02% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
24,069
shares
|
$277,996
0.09% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
23,838
shares
|
$275,328
0.04% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
23,627
shares
|
$272,891
0.14% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
23,500
shares
|
$271,425
0.12% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
23,272
shares
|
$268,791
0.03% of portfolio
|
Q4 2022
Reduced 11.68%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
23,003
shares
|
$265,684
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
22,516
shares
|
$260,059
0.07% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
22,436
shares
|
$259,135
0.02% of portfolio
|
Q4 2022
Added 1.09%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
22,405
shares
|
$258,777
0.04% of portfolio
|
Q2 2024
Added 24.54%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
22,297
shares
|
$257,530
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
21,951
shares
|
$253,534
0.02% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
21,869
shares
|
$252,586
0.0% of portfolio
|
Q3 2024
Reduced 41.34%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
21,816
shares
|
$251,974
0.01% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
21,800
shares
|
$251,790
0.0% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
21,352
shares
|
$246,615
0.06% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
21,267
shares
|
$245,633
0.04% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
21,250
shares
|
$245,437
0.08% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
21,208
shares
|
$244,952
0.22% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
20,726
shares
|
$239,385
0.0% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
20,601
shares
|
$237,941
0.01% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
20,420
shares
|
$235,851
0.02% of portfolio
|
Q4 2024
Reduced 50.82%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
20,370
shares
|
$235,273
0.04% of portfolio
|
Q3 2023
Added 3.23%
|