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 490 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
850,000
shares
|
$9.81 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
840,224
shares
|
$9.7 Million
4.18% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
810,834
shares
|
$9.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
805,910
shares
|
$9.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
790,888
shares
|
$9.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
787,541
shares
|
$9.09 Million
0.13% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
667,273
shares
|
$7.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.9%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
655,022
shares
|
$7.56 Million
2.53% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
645,312
shares
|
$7.45 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
630,329
shares
|
$7.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
581,671
shares
|
$6.71 Million
0.9% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
581,394
shares
|
$6.71 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
577,155
shares
|
$6.66 Million
1.61% of portfolio
|
Q4 2023
Added 2.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
573,282
shares
|
$6.62 Million
0.04% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
535,948
shares
|
$6.18 Million
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
534,289
shares
|
$6.17 Million
1.34% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
531,518
shares
|
$6.13 Million
0.02% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
519,399
shares
|
$5.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 39.75%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
508,239
shares
|
$5.87 Million
1.14% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
478,826
shares
|
$5.53 Million
0.06% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
471,310
shares
|
$5.44 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
464,815
shares
|
$5.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
459,670
shares
|
$5.3 Million
1.23% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
435,220
shares
|
$5.02 Million
1.15% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
430,944
shares
|
$4.97 Million
0.28% of portfolio
|
Q3 2025
Reduced 6.7%
|