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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
129,159
shares
|
$1.42 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%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
125,878
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
123,210
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
122,774
shares
|
$1.35 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
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 57.71%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
121,345
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
119,226
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
118,591
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.8%
|
|
|
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%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
113,238
shares
|
$1.24 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
112,804
shares
|
$1.24 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
111,046
shares
|
$1.22 Million
0.1% of portfolio
|
Q1 2025
Added 32.6%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
110,913
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
106,253
shares
|
$1.17 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
May 06, 2025 Q1 2025 |
105,000
shares
|
$1.15 Million
4.55% of portfolio
|
Q1 2025
Added 31.25%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
104,190
shares
|
$1.15 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
101,415
shares
|
$1.11 Million
0.25% of portfolio
|
Q1 2025
Reduced 90.89%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
101,122
shares
|
$1.11 Million
0.48% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
100,029
shares
|
$1.1 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
100,000
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
98,002
shares
|
$1.08 Million
0.89% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
93,662
shares
|
$1.03 Million
0.36% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
93,630
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
90,100
shares
|
$990,199
0.28% of portfolio
|
Q4 2024
Reduced 8.38%
|