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 490 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
129,159
shares
|
$1.49 Million
0.17% of portfolio
|
Q4 2023
Added 72.03%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
127,734
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
126,565
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2025
Reduced 37.8%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
123,383
shares
|
$1.42 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
123,356
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
122,149
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.31%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
119,370
shares
|
$1.38 Million
0.75% of portfolio
|
Q2 2025
Reduced 21.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
117,513
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2020
Reduced 4.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
113,327
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.87%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
112,879
shares
|
$1.3 Million
0.45% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
112,722
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
112,606
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
106,197
shares
|
$1.23 Million
0.28% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
103,661
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
102,385
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Reduced 46.4%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Aug 08, 2025 Q2 2025 |
100,000
shares
|
$1.15 Million
1.64% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
98,322
shares
|
$1.13 Million
0.84% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
92,811
shares
|
$1.07 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
88,941
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 153.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
84,548
shares
|
$975,683
0.0% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
83,483
shares
|
$963,393
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
82,640
shares
|
$953,665
0.07% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
80,060
shares
|
$923,892
0.18% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
75,000
shares
|
$865,499
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
75,000
shares
|
$865,499
0.04% of portfolio
|
Q2 2023
Reduced 25.0%
|