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 512 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
226,828
shares
|
$2.71 Million
0.08% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
223,816
shares
|
$2.67 Million
0.13% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
216,892
shares
|
$2.59 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
214,102
shares
|
$2.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Nov 05, 2024 Q3 2024 |
213,512
shares
|
$2.55 Million
1.52% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
210,981
shares
|
$2.52 Million
0.04% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
203,515
shares
|
$2.43 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
201,771
shares
|
$2.41 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
200,510
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
200,086
shares
|
$2.39 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
196,656
shares
|
$2.35 Million
0.08% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
195,358
shares
|
$2.33 Million
1.2% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
195,164
shares
|
$2.33 Million
0.79% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
193,965
shares
|
$2.31 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
191,116
shares
|
$2.28 Million
0.83% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
190,834
shares
|
$2.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
189,146
shares
|
$2.26 Million
0.09% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
177,745
shares
|
$2.12 Million
1.6% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
177,365
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.06%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
176,898
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
170,037
shares
|
$2.03 Million
0.15% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
164,436
shares
|
$1.96 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
164,065
shares
|
$1.96 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
160,956
shares
|
$1.92 Million
0.17% of portfolio
|
Q3 2024
Reduced 27.64%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
160,816
shares
|
$1.92 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.76%
|