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 495 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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
132,720
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 28.48%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
131,620
shares
|
$1.49 Million
0.16% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
129,159
shares
|
$1.46 Million
0.17% of portfolio
|
Q4 2023
Added 72.03%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
125,878
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
123,383
shares
|
$1.4 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
123,356
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
123,210
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
122,774
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
121,946
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 57.71%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
118,618
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
117,513
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2020
Reduced 4.32%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
112,606
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
106,190
shares
|
$1.2 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
103,248
shares
|
$1.17 Million
0.45% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
102,385
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 46.4%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
100,029
shares
|
$1.13 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Aug 08, 2025 Q2 2025 |
100,000
shares
|
$1.13 Million
1.64% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
98,322
shares
|
$1.11 Million
0.84% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
93,630
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
92,811
shares
|
$1.05 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
83,483
shares
|
$945,862
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
82,640
shares
|
$936,311
0.07% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
80,060
shares
|
$907,079
0.18% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
76,776
shares
|
$869,872
0.0% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
75,000
shares
|
$849,750
0.04% of portfolio
|
Q2 2023
New holding
|