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 527 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,832
shares
|
$66,426
0.03% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,540
shares
|
$63,100
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,878
shares
|
$55,560
0.0% of portfolio
|
Q4 2024
Reduced 55.69%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,720
shares
|
$53,760
0.0% of portfolio
|
Q4 2024
Reduced 85.01%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
4,719
shares
|
$53,749
0.02% of portfolio
|
Q4 2024
Reduced 34.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,559
shares
|
$51,927
0.0% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,542
shares
|
$51,733
0.01% of portfolio
|
Q2 2023
Reduced 17.52%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
4,530
shares
|
$51,596
0.05% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
4,429
shares
|
$50,446
0.02% of portfolio
|
Q1 2024
Reduced 4.32%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
4,316
shares
|
$49,159
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
4,258
shares
|
$48,498
0.04% of portfolio
|
Q3 2024
Reduced 58.74%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
4,027
shares
|
$45,867
0.02% of portfolio
|
Q4 2024
Added 42.0%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
4,000
shares
|
$45,560
0.02% of portfolio
|
Q2 2018
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
3,997
shares
|
$45,525
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,940
shares
|
$44,876
0.0% of portfolio
|
Q4 2024
Added 52.71%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,746
shares
|
$42,666
0.0% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
3,625
shares
|
$41,288
0.0% of portfolio
|
Q3 2023
Reduced 24.24%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
3,617
shares
|
$41,197
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
3,535
shares
|
$40,263
0.01% of portfolio
|
Q1 2024
Reduced 40.84%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
3,519
shares
|
$40,081
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
3,500
shares
|
$39,865
0.03% of portfolio
|
Q2 2018
New holding
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,345
shares
|
$38,099
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
3,325
shares
|
$37,871
0.01% of portfolio
|
Q3 2024
Reduced 50.25%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,280
shares
|
$37,359
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
3,240
shares
|
$36,903
0.0% of portfolio
|
Q4 2024
Reduced 4.85%
|