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 504 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $2.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
1,052
shares
|
$12,308
0.0% of portfolio
|
Q2 2024
Added 715.5%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$11,700
0.0% of portfolio
|
Q1 2023
Added 8990.91%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
900
shares
|
$10,530
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
810
shares
|
$9,477
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
800
shares
|
$9,360
0.0% of portfolio
|
Q3 2024
Reduced 30.43%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
800
shares
|
$9,360
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
799
shares
|
$9,348
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
799
shares
|
$9,348
0.0% of portfolio
|
Q4 2023
Reduced 10.22%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
763
shares
|
$8,927
0.0% of portfolio
|
Q3 2024
Added 767.05%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
704
shares
|
$8,236
0.0% of portfolio
|
Q1 2022
Added 0.14%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
661
shares
|
$7,733
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
647
shares
|
$7,569
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
500
shares
|
$5,850
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
453
shares
|
$5,300
0.0% of portfolio
|
Q1 2022
Reduced 13.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
422
shares
|
$4,937
0.0% of portfolio
|
Q3 2024
Reduced 99.7%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
419
shares
|
$4,902
0.0% of portfolio
|
Q1 2024
Reduced 55.61%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
417
shares
|
$4,878
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
307
shares
|
$3,591
0.0% of portfolio
|
Q2 2024
Reduced 58.57%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
300
shares
|
$3,510
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
277
shares
|
$3,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
268
shares
|
$3,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
225
shares
|
$2,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
209
shares
|
$2,445
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
189
shares
|
$2,211
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
174
shares
|
$2,035
0.0% of portfolio
|
Q3 2022
New holding
|