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 495 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
850,000
shares
|
$9.63 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
840,224
shares
|
$9.52 Million
4.18% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
810,834
shares
|
$9.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
805,910
shares
|
$9.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
790,888
shares
|
$8.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
787,541
shares
|
$8.92 Million
0.13% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
667,273
shares
|
$7.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
660,337
shares
|
$7.48 Million
0.01% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
645,312
shares
|
$7.31 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
619,572
shares
|
$7.02 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
616,576
shares
|
$6.99 Million
2.56% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
611,592
shares
|
$6.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 87.76%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
581,394
shares
|
$6.59 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
577,155
shares
|
$6.54 Million
1.61% of portfolio
|
Q4 2023
Added 2.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
573,282
shares
|
$6.5 Million
0.04% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
535,948
shares
|
$6.07 Million
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
534,289
shares
|
$6.05 Million
1.34% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
531,518
shares
|
$6.02 Million
0.02% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
519,399
shares
|
$5.88 Million
0.02% of portfolio
|
Q2 2025
Reduced 39.75%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
481,270
shares
|
$5.45 Million
1.09% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
471,310
shares
|
$5.34 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
464,815
shares
|
$5.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
461,867
shares
|
$5.23 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
453,260
shares
|
$5.14 Million
1.23% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
446,029
shares
|
$5.05 Million
0.07% of portfolio
|
Q2 2025
New holding
|