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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
22,357
shares
|
$253,304
0.01% of portfolio
|
Q2 2025
Reduced 55.24%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
22,301
shares
|
$252,670
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
22,255
shares
|
$252,149
0.02% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
22,125
shares
|
$250,676
0.0% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
21,922
shares
|
$248,376
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
21,803
shares
|
$247,027
0.01% of portfolio
|
Q2 2025
Reduced 19.39%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
21,606
shares
|
$244,795
0.06% of portfolio
|
Q1 2025
Reduced 94.51%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
21,535
shares
|
$243,991
0.06% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
21,479
shares
|
$243,357
0.2% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
21,209
shares
|
$240,297
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
20,892
shares
|
$236,706
0.03% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
20,700
shares
|
$234,531
0.02% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
20,518
shares
|
$232,468
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
20,370
shares
|
$230,792
0.04% of portfolio
|
Q3 2023
Added 3.23%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
19,848
shares
|
$224,877
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2025 Q1 2025 |
19,719
shares
|
$223,416
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,696
shares
|
$223,155
0.09% of portfolio
|
Q1 2023
Reduced 3.59%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
19,625
shares
|
$222,351
0.05% of portfolio
|
Q4 2018
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
19,599
shares
|
$222,056
0.02% of portfolio
|
Q4 2023
Added 35.97%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
19,527
shares
|
$221,240
0.02% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,335
shares
|
$219,065
0.03% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
19,293
shares
|
$218,589
0.06% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
19,196
shares
|
$217,490
0.01% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
19,040
shares
|
$215,723
0.04% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
18,983
shares
|
$215,077
5.0% of portfolio
|
Q2 2023
Reduced 86.48%
|