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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
73,834
shares
|
$852,044
0.01% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
73,063
shares
|
$843,147
0.01% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
72,941
shares
|
$841,739
0.02% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
71,608
shares
|
$826,356
0.2% of portfolio
|
Q2 2025
Added 25.29%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
71,438
shares
|
$824,394
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
70,469
shares
|
$813,212
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
70,395
shares
|
$812,358
0.19% of portfolio
|
Q2 2025
Reduced 21.87%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
69,378
shares
|
$800,622
0.02% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
68,857
shares
|
$794,609
0.07% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
67,415
shares
|
$777,969
0.19% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
61,700
shares
|
$712,018
0.02% of portfolio
|
Q4 2021
Added 47.96%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
61,500
shares
|
$709,710
0.01% of portfolio
|
Q3 2023
Reduced 18.66%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
61,267
shares
|
$707,021
1.05% of portfolio
|
Q3 2023
Reduced 1.51%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
61,020
shares
|
$704,170
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
60,545
shares
|
$698,689
0.18% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
60,416
shares
|
$697,200
0.11% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
60,368
shares
|
$696,646
0.01% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
59,585
shares
|
$687,610
0.0% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
59,384
shares
|
$685,291
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
59,349
shares
|
$684,887
0.03% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
58,263
shares
|
$672,355
0.21% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
56,543
shares
|
$652,506
0.46% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
56,383
shares
|
$650,659
0.02% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
56,309
shares
|
$649,805
0.22% of portfolio
|
Q3 2025
Reduced 14.64%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
56,056
shares
|
$646,886
0.02% of portfolio
|
Q3 2025
Added 1.46%
|