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 512 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
94,686
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 632.75%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
93,986
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
93,898
shares
|
$1.12 Million
0.51% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
93,040
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 51.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
87,953
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
86,335
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
Added 98.73%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
84,958
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 75.93%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
84,597
shares
|
$1.01 Million
0.48% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
84,195
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
83,934
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
83,105
shares
|
$991,442
0.08% of portfolio
|
Q2 2024
Reduced 6.68%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
82,896
shares
|
$988,949
0.0% of portfolio
|
Q2 2023
Added 0.71%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
81,845
shares
|
$976,410
0.38% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
81,648
shares
|
$974,060
0.01% of portfolio
|
Q3 2024
Reduced 11.63%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
81,130
shares
|
$967,880
0.81% of portfolio
|
Q3 2024
Added 11.23%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
81,022
shares
|
$966,592
0.08% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 08, 2024 Q3 2024 |
80,000
shares
|
$954,400
4.24% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
79,549
shares
|
$949,019
0.21% of portfolio
|
Q3 2024
Added 41.55%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
78,080
shares
|
$931,494
0.21% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
77,696
shares
|
$926,913
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
75,421
shares
|
$899,772
0.0% of portfolio
|
Q3 2024
Added 85.69%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
75,000
shares
|
$894,750
0.04% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
75,000
shares
|
$894,750
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
74,359
shares
|
$887,102
0.28% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
74,143
shares
|
$884,525
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|