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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,419
shares
|
$72,727
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,832
shares
|
$66,076
0.03% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,624
shares
|
$63,719
0.0% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
5,511
shares
|
$62,439
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
5,430
shares
|
$61,521
0.01% of portfolio
|
Q2 2025
Added 94.41%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
5,404
shares
|
$61,227
0.03% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,896
shares
|
$55,471
0.02% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,878
shares
|
$55,267
0.0% of portfolio
|
Q4 2024
Reduced 55.69%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,542
shares
|
$51,460
0.01% of portfolio
|
Q2 2023
Reduced 17.52%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
4,429
shares
|
$50,180
0.02% of portfolio
|
Q1 2024
Reduced 4.32%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
4,316
shares
|
$48,900
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,212
shares
|
$47,721
0.0% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,060
shares
|
$45,999
0.02% of portfolio
|
Q2 2025
Reduced 23.61%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
4,000
shares
|
$45,320
0.02% of portfolio
|
Q2 2018
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
3,897
shares
|
$44,153
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,895
shares
|
$44,130
0.0% of portfolio
|
Q2 2025
Added 22.06%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
3,805
shares
|
$43,110
0.02% of portfolio
|
Q2 2025
Reduced 69.81%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
3,617
shares
|
$40,980
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
3,535
shares
|
$40,051
0.01% of portfolio
|
Q1 2024
Reduced 40.84%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
3,500
shares
|
$39,655
0.03% of portfolio
|
Q2 2018
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
3,400
shares
|
$38,522
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
3,345
shares
|
$37,898
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
3,280
shares
|
$37,162
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
3,240
shares
|
$36,709
0.01% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,100
shares
|
$35,123
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|