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 519 institutions that hold shares in the stock, with a total of 209 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
10,000
shares
|
$109,400
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
9,178
shares
|
$100,407
0.03% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
9,061
shares
|
$99,127
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
8,325
shares
|
$91,075
0.0% of portfolio
|
Q1 2024
Reduced 7.84%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
8,200
shares
|
$89,708
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
8,155
shares
|
$89,215
0.05% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
8,093
shares
|
$88,537
0.8% of portfolio
|
Q3 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
8,000
shares
|
$87,520
0.02% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
7,850
shares
|
$85,879
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
7,564
shares
|
$82,750
0.04% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
7,547
shares
|
$82,564
0.0% of portfolio
|
Q4 2024
Reduced 43.29%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
7,525
shares
|
$82,323
0.01% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
7,473
shares
|
$81,754
0.05% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
6,650
shares
|
$72,751
0.01% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
6,629
shares
|
$72,521
0.05% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
6,625
shares
|
$72,477
0.01% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
6,500
shares
|
$71,110
0.01% of portfolio
|
Q1 2023
Reduced 23.53%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
6,498
shares
|
$71,088
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,456
shares
|
$70,628
0.0% of portfolio
|
Q2 2023
Added 343.41%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
6,404
shares
|
$70,059
0.04% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,832
shares
|
$63,802
0.03% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,540
shares
|
$60,607
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
5,315
shares
|
$58,146
0.02% of portfolio
|
Q1 2025
Reduced 67.75%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
4,878
shares
|
$53,365
0.0% of portfolio
|
Q4 2024
Reduced 55.69%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,720
shares
|
$51,636
0.0% of portfolio
|
Q4 2024
Reduced 85.01%
|