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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
15,243
shares
|
$175,904
0.03% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
15,162
shares
|
$174,969
0.02% of portfolio
|
Q2 2022
Reduced 98.36%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
15,069
shares
|
$173,896
0.03% of portfolio
|
Q2 2018
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
15,000
shares
|
$173,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
14,843
shares
|
$171,288
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
14,600
shares
|
$168,484
0.06% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
14,512
shares
|
$167,468
0.01% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
14,404
shares
|
$166,222
0.03% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
14,219
shares
|
$164,087
0.1% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
13,900
shares
|
$160,406
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
13,827
shares
|
$159,563
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
13,571
shares
|
$156,609
0.05% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
13,539
shares
|
$156,240
0.0% of portfolio
|
Q2 2025
Reduced 13.73%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
12,996
shares
|
$149,973
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
12,861
shares
|
$148,415
0.09% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
12,770
shares
|
$147,365
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
12,720
shares
|
$146,788
0.06% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
12,661
shares
|
$146,107
0.0% of portfolio
|
Q2 2025
Reduced 58.37%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
12,598
shares
|
$145,380
0.05% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
12,504
shares
|
$144,296
0.0% of portfolio
|
Q2 2025
Reduced 89.75%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
12,444
shares
|
$143,603
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
12,406
shares
|
$143,165
0.01% of portfolio
|
Q3 2025
Reduced 25.65%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
12,320
shares
|
$142,172
0.04% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
12,266
shares
|
$141,549
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
12,215
shares
|
$140,961
0.03% of portfolio
|
Q1 2024
Reduced 18.24%
|