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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
49
shares
|
$565
0.0% of portfolio
|
Q2 2025
Reduced 46.74%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
42
shares
|
$484
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
25
shares
|
$288
0.0% of portfolio
|
Q2 2024
Reduced 94.48%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
21
shares
|
$242
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
14
shares
|
$161
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
13
shares
|
$150
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
13
shares
|
$150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
9
shares
|
$103
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3
shares
|
$34
0.0% of portfolio
|
Q2 2025
Reduced 96.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
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
|