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 |
|---|---|---|---|---|---|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
412,187
shares
|
$4.76 Million
1.52% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
406,637
shares
|
$4.69 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
404,876
shares
|
$4.67 Million
0.02% of portfolio
|
Q2 2025
Added 78.01%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
400,000
shares
|
$4.62 Million
1.32% of portfolio
|
Q2 2025
Added 1928.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
390,385
shares
|
$4.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
382,831
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2025
Added 110.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
369,294
shares
|
$4.26 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
363,558
shares
|
$4.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
306,874
shares
|
$3.54 Million
3.54% of portfolio
|
Q3 2023
Added 2.69%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
306,267
shares
|
$3.53 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
289,547
shares
|
$3.34 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
272,722
shares
|
$3.15 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
263,178
shares
|
$3.04 Million
0.04% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
251,292
shares
|
$2.9 Million
0.08% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
247,338
shares
|
$2.85 Million
0.37% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
244,181
shares
|
$2.82 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
244,161
shares
|
$2.82 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
241,109
shares
|
$2.78 Million
1.42% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
215,421
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 45.96%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
214,012
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2025
Added 316.97%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
210,740
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
210,558
shares
|
$2.43 Million
0.08% of portfolio
|
Q2 2025
Reduced 18.2%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
201,771
shares
|
$2.33 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
197,955
shares
|
$2.28 Million
0.07% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
197,824
shares
|
$2.28 Million
0.58% of portfolio
|
Q3 2025
Reduced 3.59%
|