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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,726
shares
|
$18,882
0.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,608
shares
|
$17,591
0.01% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,570
shares
|
$17,175
0.0% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,566
shares
|
$17,132
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,500
shares
|
$16,410
0.0% of portfolio
|
Q2 2024
Reduced 75.33%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$16,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,479
shares
|
$16,180
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
1,337
shares
|
$14,626
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
1,273
shares
|
$13,926
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,206
shares
|
$13,193
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,146
shares
|
$12,537
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,108
shares
|
$12,121
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
1,052
shares
|
$11,508
0.0% of portfolio
|
Q2 2024
Added 715.5%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$10,940
0.0% of portfolio
|
Q1 2023
Added 8990.91%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
973
shares
|
$10,644
0.0% of portfolio
|
Q4 2024
Reduced 69.69%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
900
shares
|
$9,846
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
868
shares
|
$9,495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
810
shares
|
$8,861
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
800
shares
|
$8,752
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
800
shares
|
$8,752
0.0% of portfolio
|
Q3 2024
Reduced 30.43%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
799
shares
|
$8,741
0.0% of portfolio
|
Q4 2023
Reduced 10.22%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
763
shares
|
$8,347
0.0% of portfolio
|
Q3 2024
Added 767.05%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
704
shares
|
$7,701
0.0% of portfolio
|
Q1 2022
Added 0.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
647
shares
|
$7,078
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
500
shares
|
$5,470
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|