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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
61,500
shares
|
$675,885
0.01% of portfolio
|
Q3 2023
Reduced 18.66%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
61,494
shares
|
$675,819
0.11% of portfolio
|
Q1 2025
Added 178.05%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
61,267
shares
|
$673,324
1.05% of portfolio
|
Q3 2023
Reduced 1.51%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
60,819
shares
|
$668,400
0.02% of portfolio
|
Q1 2025
Added 42.67%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
60,545
shares
|
$665,389
0.18% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
59,790
shares
|
$657,092
0.0% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
59,295
shares
|
$651,652
0.03% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
58,983
shares
|
$648,223
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
58,928
shares
|
$647,618
0.53% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
57,155
shares
|
$628,133
0.17% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
56,994
shares
|
$626,364
0.54% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
55,927
shares
|
$614,637
0.14% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
55,395
shares
|
$608,791
0.03% of portfolio
|
Q1 2025
Reduced 40.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
55,105
shares
|
$605,603
0.02% of portfolio
|
Q1 2025
Added 304.35%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
55,074
shares
|
$605,263
0.0% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
54,456
shares
|
$598,471
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
53,599
shares
|
$589,053
0.02% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
53,149
shares
|
$584,107
0.04% of portfolio
|
Q1 2025
Added 120.69%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
52,997
shares
|
$582,437
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
52,406
shares
|
$575,941
0.0% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
51,923
shares
|
$570,633
0.02% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
51,704
shares
|
$568,226
0.23% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
51,326
shares
|
$564,072
0.0% of portfolio
|
Q1 2025
Reduced 92.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
49,950
shares
|
$548,950
0.01% of portfolio
|
Q1 2025
Added 32.88%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
49,727
shares
|
$546,499
0.21% of portfolio
|
Q1 2025
Reduced 9.65%
|