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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
846,024
shares
|
$9.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
811,128
shares
|
$8.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
716,037
shares
|
$7.87 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
675,578
shares
|
$7.42 Million
6.18% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
674,509
shares
|
$7.41 Million
0.05% of portfolio
|
Q1 2025
Added 14.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
667,273
shares
|
$7.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
660,337
shares
|
$7.26 Million
0.01% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
648,894
shares
|
$7.13 Million
1.54% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
619,572
shares
|
$6.81 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
615,424
shares
|
$6.76 Million
2.82% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
611,592
shares
|
$6.72 Million
0.01% of portfolio
|
Q1 2025
Reduced 87.76%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
581,394
shares
|
$6.39 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
577,155
shares
|
$6.34 Million
1.61% of portfolio
|
Q4 2023
Added 2.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
573,282
shares
|
$6.3 Million
0.04% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
550,221
shares
|
$6.05 Million
0.18% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
534,289
shares
|
$5.87 Million
1.34% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
531,047
shares
|
$5.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
522,310
shares
|
$5.74 Million
0.05% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
502,872
shares
|
$5.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
489,633
shares
|
$5.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
487,953
shares
|
$5.36 Million
0.34% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
466,621
shares
|
$5.13 Million
0.34% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
443,852
shares
|
$4.88 Million
1.12% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
438,796
shares
|
$4.82 Million
0.98% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
435,220
shares
|
$4.78 Million
1.15% of portfolio
|
Q1 2024
New holding
|