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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,612
shares
|
$18,263
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
1,570
shares
|
$17,788
0.0% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,554
shares
|
$17,606
0.0% of portfolio
|
Q2 2025
Reduced 32.73%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$16,995
0.0% of portfolio
|
Q2 2024
Reduced 75.33%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
1,500
shares
|
$16,995
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,479
shares
|
$16,757
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
1,400
shares
|
$15,862
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
1,337
shares
|
$15,148
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,206
shares
|
$13,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,200
shares
|
$13,596
0.0% of portfolio
|
Q1 2025
Reduced 74.58%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,170
shares
|
$13,256
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,108
shares
|
$12,553
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,080
shares
|
$12,236
0.0% of portfolio
|
Q2 2025
Reduced 73.27%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,000
shares
|
$11,330
0.0% of portfolio
|
Q1 2023
Added 8990.91%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
973
shares
|
$11,024
0.0% of portfolio
|
Q2 2025
Added 74.69%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
900
shares
|
$10,197
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
810
shares
|
$9,177
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
800
shares
|
$9,064
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
799
shares
|
$9,052
0.0% of portfolio
|
Q4 2023
Reduced 10.22%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
789
shares
|
$8,939
0.0% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
725
shares
|
$8,214
0.0% of portfolio
|
Q2 2025
Reduced 74.99%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
704
shares
|
$7,976
0.0% of portfolio
|
Q1 2022
Added 0.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
647
shares
|
$7,330
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
608
shares
|
$6,888
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
570
shares
|
$6,458
0.0% of portfolio
|
Q2 2025
New holding
|