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 497 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,339
shares
|
$117,140
0.01% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
10,250
shares
|
$116,132
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,202
shares
|
$115,588
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
10,200
shares
|
$115,566
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
10,177
shares
|
$115,305
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
10,026
shares
|
$113,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
9,930
shares
|
$112,506
0.06% of portfolio
|
Q2 2025
Added 21.77%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
9,530
shares
|
$107,974
0.06% of portfolio
|
Q1 2025
Added 382.53%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
9,200
shares
|
$104,236
0.03% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
8,325
shares
|
$94,322
0.0% of portfolio
|
Q1 2024
Reduced 7.84%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
8,255
shares
|
$93,529
0.01% of portfolio
|
Q2 2025
Reduced 76.58%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
8,093
shares
|
$91,693
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
8,000
shares
|
$90,640
0.02% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
7,819
shares
|
$88,589
0.0% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
7,525
shares
|
$85,258
0.01% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
7,473
shares
|
$84,669
0.04% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
7,086
shares
|
$80,284
0.03% of portfolio
|
Q2 2025
Reduced 21.21%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
6,747
shares
|
$76,443
0.03% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6,650
shares
|
$75,344
0.01% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
6,629
shares
|
$75,106
0.05% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
6,511
shares
|
$73,769
0.0% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
6,500
shares
|
$73,645
0.01% of portfolio
|
Q1 2023
Reduced 23.53%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,460
shares
|
$73,191
0.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,456
shares
|
$73,146
0.0% of portfolio
|
Q2 2023
Added 343.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,419
shares
|
$72,727
0.01% of portfolio
|
Q2 2025
Added 0.06%
|