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 |
|---|---|---|---|---|---|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
201,771
shares
|
$2.29 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
197,955
shares
|
$2.24 Million
0.07% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
197,193
shares
|
$2.23 Million
0.72% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
197,073
shares
|
$2.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
195,358
shares
|
$2.21 Million
1.2% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
195,090
shares
|
$2.21 Million
0.03% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
188,700
shares
|
$2.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 63.87%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
186,413
shares
|
$2.11 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
183,867
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
183,385
shares
|
$2.08 Million
0.77% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
182,300
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
176,424
shares
|
$2 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
176,424
shares
|
$2 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
174,938
shares
|
$1.98 Million
0.31% of portfolio
|
Q2 2025
Added 55.08%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
170,060
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
168,236
shares
|
$1.91 Million
0.07% of portfolio
|
Q2 2025
Reduced 69.42%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
166,685
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
161,347
shares
|
$1.83 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
152,370
shares
|
$1.73 Million
1.03% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
151,817
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
151,302
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
149,525
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
148,910
shares
|
$1.69 Million
0.15% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
148,224
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
146,932
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Added 2.86%
|