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 |
|---|---|---|---|---|---|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
15,069
shares
|
$170,731
0.03% of portfolio
|
Q2 2018
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
15,000
shares
|
$169,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
14,987
shares
|
$169,802
0.01% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
14,823
shares
|
$167,944
0.02% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
14,600
shares
|
$165,418
0.06% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
14,554
shares
|
$164,896
0.14% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
14,512
shares
|
$164,420
0.01% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
14,404
shares
|
$163,197
0.03% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
14,389
shares
|
$163,027
0.01% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
14,219
shares
|
$161,101
0.1% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
13,900
shares
|
$157,487
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
13,827
shares
|
$156,659
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
13,571
shares
|
$153,759
0.05% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
13,539
shares
|
$153,396
0.0% of portfolio
|
Q2 2025
Reduced 13.73%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
13,487
shares
|
$152,807
0.0% of portfolio
|
Q1 2025
Reduced 44.38%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
13,460
shares
|
$152,501
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
12,996
shares
|
$147,244
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
12,770
shares
|
$144,684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
12,720
shares
|
$144,117
0.06% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
12,676
shares
|
$143,619
0.09% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
12,675
shares
|
$143,607
0.01% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
12,661
shares
|
$143,449
0.0% of portfolio
|
Q2 2025
Reduced 58.37%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
12,598
shares
|
$142,735
0.05% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,458
shares
|
$141,149
0.0% of portfolio
|
Q4 2024
Reduced 39.53%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
12,444
shares
|
$140,990
0.04% of portfolio
|
Q4 2021
New holding
|