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 |
|---|---|---|---|---|---|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
85,974
shares
|
$944,854
0.08% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
83,666
shares
|
$919,489
0.01% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
83,508
shares
|
$917,752
0.03% of portfolio
|
Q1 2025
Reduced 52.27%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
83,483
shares
|
$917,478
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
81,107
shares
|
$891,365
0.02% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
80,812
shares
|
$888,123
0.01% of portfolio
|
Q1 2025
Reduced 60.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
80,504
shares
|
$884,738
0.01% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
79,817
shares
|
$877,188
0.04% of portfolio
|
Q1 2025
Reduced 65.51%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
77,195
shares
|
$848,373
0.18% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
76,776
shares
|
$843,768
0.0% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
75,000
shares
|
$824,250
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
75,000
shares
|
$824,250
0.04% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
74,676
shares
|
$820,689
0.36% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
73,935
shares
|
$812,545
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
71,438
shares
|
$785,103
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
71,110
shares
|
$781,498
0.04% of portfolio
|
Q1 2025
Added 170.66%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
70,713
shares
|
$777,135
0.21% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
70,000
shares
|
$769,300
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
69,099
shares
|
$759,398
0.17% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
68,977
shares
|
$758,057
0.07% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
66,521
shares
|
$731,065
0.24% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
65,082
shares
|
$715,251
0.06% of portfolio
|
Q1 2025
Added 83.4%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
64,820
shares
|
$712,371
0.23% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
63,529
shares
|
$698,183
0.21% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
61,700
shares
|
$678,083
0.04% of portfolio
|
Q4 2021
Added 47.96%
|