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 510 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
1,337
shares
|
$14,693
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,273
shares
|
$13,990
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,206
shares
|
$13,253
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,200
shares
|
$13,188
0.0% of portfolio
|
Q1 2025
Reduced 74.58%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,146
shares
|
$12,594
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,108
shares
|
$12,176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
1,052
shares
|
$11,561
0.0% of portfolio
|
Q2 2024
Added 715.5%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,000
shares
|
$10,990
0.0% of portfolio
|
Q1 2023
Added 8990.91%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
959
shares
|
$10,539
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
900
shares
|
$9,891
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
868
shares
|
$9,539
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
810
shares
|
$8,901
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
800
shares
|
$8,792
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
800
shares
|
$8,792
0.0% of portfolio
|
Q3 2024
Reduced 30.43%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
799
shares
|
$8,781
0.0% of portfolio
|
Q4 2023
Reduced 10.22%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
704
shares
|
$7,736
0.0% of portfolio
|
Q1 2022
Added 0.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
647
shares
|
$7,110
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
557
shares
|
$6,121
0.0% of portfolio
|
Q1 2025
Reduced 42.75%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
500
shares
|
$5,495
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
453
shares
|
$4,978
0.0% of portfolio
|
Q1 2022
Reduced 13.88%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
447
shares
|
$4,912
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
419
shares
|
$4,604
0.0% of portfolio
|
Q1 2024
Reduced 55.61%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
400
shares
|
$4,396
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
399
shares
|
$4,385
0.0% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
351
shares
|
$3,857
0.0% of portfolio
|
Q4 2024
New holding
|