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 519 institutions that hold shares in the stock, with a total of 209 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
156,234
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
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%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
151,129
shares
|
$1.65 Million
1.51% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
149,181
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Added 97.8%
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
147,885
shares
|
$1.62 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
146,989
shares
|
$1.61 Million
0.03% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
145,771
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
142,846
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
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%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
132,460
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
129,159
shares
|
$1.41 Million
0.17% of portfolio
|
Q4 2023
Added 72.03%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
128,617
shares
|
$1.41 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
126,974
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
Added 103.06%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
124,871
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
124,492
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 33.8%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
122,392
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
121,345
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
119,352
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
117,513
shares
|
$1.29 Million
0.06% of portfolio
|
Q2 2020
Reduced 4.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
114,971
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 36.98%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
113,238
shares
|
$1.24 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
111,046
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2025
Added 32.6%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
106,368
shares
|
$1.16 Million
0.4% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
106,253
shares
|
$1.16 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
105,711
shares
|
$1.16 Million
1.08% of portfolio
|
Q4 2024
Added 30.3%
|