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 510 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 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
|
$2.22 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
195,358
shares
|
$2.15 Million
1.2% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
194,783
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.94%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
193,438
shares
|
$2.13 Million
0.07% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
193,093
shares
|
$2.12 Million
0.77% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
192,548
shares
|
$2.12 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
191,025
shares
|
$2.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
185,563
shares
|
$2.04 Million
0.05% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
181,797
shares
|
$2 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.76%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
178,226
shares
|
$1.96 Million
0.82% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
176,424
shares
|
$1.94 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
174,443
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
165,349
shares
|
$1.82 Million
1.18% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
165,223
shares
|
$1.82 Million
0.13% of portfolio
|
Q1 2025
Added 56.62%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
152,826
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 3668.83%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
152,370
shares
|
$1.67 Million
1.03% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
151,302
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
149,525
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
148,910
shares
|
$1.64 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
|
$1.63 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
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
145,469
shares
|
$1.6 Million
1.45% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
143,822
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
137,741
shares
|
$1.51 Million
1.53% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
131,120
shares
|
$1.44 Million
0.35% of portfolio
|
Q1 2025
Reduced 73.56%
|