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 511 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
951,769
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
951,765
shares
|
$11.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
935,868
shares
|
$11.1 Million
0.0% of portfolio
|
Q3 2024
Added 1308.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
874,167
shares
|
$10.3 Million
0.04% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
835,014
shares
|
$9.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
745,488
shares
|
$8.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
717,416
shares
|
$8.47 Million
2.19% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
667,273
shares
|
$7.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.9%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
662,854
shares
|
$7.83 Million
1.57% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
660,676
shares
|
$7.8 Million
1.18% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
646,768
shares
|
$7.64 Million
6.48% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
624,683
shares
|
$7.38 Million
0.12% of portfolio
|
Q3 2024
Added 2324.07%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
606,565
shares
|
$7.16 Million
0.42% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
591,602
shares
|
$6.99 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
577,155
shares
|
$6.82 Million
1.61% of portfolio
|
Q4 2023
Added 2.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
569,433
shares
|
$6.73 Million
0.09% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
555,900
shares
|
$6.57 Million
0.0% of portfolio
|
Q3 2024
Added 18430.0%
|
|
|
Price Capital Management, Inc.
Lafayette, LA |
Oct 17, 2024 Q3 2024 |
552,900
shares
|
$6.53 Million
33.61% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
536,547
shares
|
$6.34 Million
0.01% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
528,883
shares
|
$6.25 Million
2.77% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
502,173
shares
|
$5.93 Million
0.02% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
501,311
shares
|
$5.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
495,880
shares
|
$5.86 Million
0.19% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
493,389
shares
|
$5.83 Million
0.06% of portfolio
|
Q3 2024
Added 1423.56%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
491,737
shares
|
$5.81 Million
1.44% of portfolio
|
Q3 2024
Added 0.81%
|