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 499 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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
80
shares
|
$906
0.0% of portfolio
|
Q2 2025
Reduced 53.49%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
72
shares
|
$815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
72
shares
|
$815
0.0% of portfolio
|
Q4 2022
Reduced 80.43%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
66
shares
|
$747
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
60
shares
|
$679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
50
shares
|
$566
0.0% of portfolio
|
Q2 2024
Reduced 21.88%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
50
shares
|
$566
0.0% of portfolio
|
Q2 2025
Reduced 72.97%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
49
shares
|
$555
0.0% of portfolio
|
Q2 2025
Reduced 46.74%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
42
shares
|
$475
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
34
shares
|
$385
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
25
shares
|
$283
0.0% of portfolio
|
Q2 2024
Reduced 94.48%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
21
shares
|
$237
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
14
shares
|
$158
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
13
shares
|
$147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
13
shares
|
$147
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
9
shares
|
$101
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6
shares
|
$67
0.0% of portfolio
|
Q4 2024
Reduced 99.85%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3
shares
|
$33
0.0% of portfolio
|
Q2 2025
Reduced 96.0%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
0.89% of portfolio
|
Q2 2025
New holding
|