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 527 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Perennial Advisors, LLC
New York, NY |
Feb 21, 2025 Q4 2024 |
20,852
shares
|
$237,504
0.05% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
20,726
shares
|
$236,069
0.0% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
20,420
shares
|
$232,583
0.02% of portfolio
|
Q4 2024
Reduced 50.82%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
20,370
shares
|
$232,014
0.04% of portfolio
|
Q3 2023
Added 3.23%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
20,344
shares
|
$231,718
0.0% of portfolio
|
Q4 2024
Reduced 23.59%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
20,319
shares
|
$231,433
0.04% of portfolio
|
Q4 2024
Added 26.31%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
20,105
shares
|
$228,995
0.07% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
19,848
shares
|
$226,068
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,696
shares
|
$224,337
0.09% of portfolio
|
Q1 2023
Reduced 3.59%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
19,625
shares
|
$223,528
0.05% of portfolio
|
Q4 2018
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
19,599
shares
|
$223,232
0.02% of portfolio
|
Q4 2023
Added 35.97%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
19,527
shares
|
$222,412
0.0% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
19,506
shares
|
$222,173
0.0% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,335
shares
|
$220,225
0.03% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
19,293
shares
|
$219,747
0.06% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
19,040
shares
|
$216,865
0.05% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,017
shares
|
$216,603
0.0% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
18,983
shares
|
$216,216
5.0% of portfolio
|
Q2 2023
Reduced 86.48%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
18,842
shares
|
$214,610
0.01% of portfolio
|
Q4 2024
Reduced 24.36%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
18,064
shares
|
$205,748
0.0% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
17,757
shares
|
$202,252
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
17,385
shares
|
$198,015
0.07% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
17,284
shares
|
$196,864
0.14% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
17,282
shares
|
$196,841
0.06% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
17,241
shares
|
$196,374
0.03% of portfolio
|
Q4 2024
Reduced 1.25%
|