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 515 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $2.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
647
shares
|
$7,751
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
526
shares
|
$6,301
0.0% of portfolio
|
Q2 2024
Reduced 5.73%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
453
shares
|
$5,426
0.0% of portfolio
|
Q1 2022
Reduced 13.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
422
shares
|
$5,055
0.0% of portfolio
|
Q3 2024
Reduced 99.7%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
419
shares
|
$5,019
0.0% of portfolio
|
Q1 2024
Reduced 55.61%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
417
shares
|
$4,995
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
308
shares
|
$3,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
307
shares
|
$3,677
0.0% of portfolio
|
Q2 2024
Reduced 58.57%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
277
shares
|
$3,318
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
225
shares
|
$2,695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
209
shares
|
$2,503
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
189
shares
|
$2,264
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
188
shares
|
$2,252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
174
shares
|
$2,084
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
172
shares
|
$2,060
0.0% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
167
shares
|
$2,000
0.0% of portfolio
|
Q2 2024
Reduced 30.99%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
165
shares
|
$1,976
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
164
shares
|
$1,964
0.0% of portfolio
|
Q3 2024
Added 84.27%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
160
shares
|
$1,916
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
125
shares
|
$1,497
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
100
shares
|
$1,198
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
90
shares
|
$1,078
0.0% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
86
shares
|
$1,030
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
72
shares
|
$862
0.0% of portfolio
|
Q4 2022
Reduced 80.43%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
61
shares
|
$730
0.0% of portfolio
|
Q4 2021
New holding
|