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 495 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
56,602
shares
|
$641,300
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
56,459
shares
|
$639,680
0.19% of portfolio
|
Q2 2025
Reduced 15.13%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
56,400
shares
|
$639,012
0.47% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
56,383
shares
|
$638,819
0.02% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
55,874
shares
|
$633,052
0.28% of portfolio
|
Q2 2025
Added 24.62%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
55,268
shares
|
$626,186
0.0% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
55,248
shares
|
$625,959
0.02% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
55,082
shares
|
$624,079
0.32% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
53,988
shares
|
$611,684
0.48% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
52,997
shares
|
$600,456
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
51,704
shares
|
$585,806
0.23% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
50,700
shares
|
$574,431
0.18% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
50,104
shares
|
$567,678
0.01% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
48,604
shares
|
$550,683
0.03% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
48,574
shares
|
$550,343
0.01% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
48,536
shares
|
$549,912
0.0% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
47,108
shares
|
$533,733
0.2% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,089
shares
|
$533,518
0.02% of portfolio
|
Q3 2022
Reduced 7.68%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
45,900
shares
|
$520,047
0.34% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
43,925
shares
|
$497,670
0.01% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
43,805
shares
|
$496,310
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
43,169
shares
|
$489,104
0.36% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
43,127
shares
|
$488,628
0.0% of portfolio
|
Q2 2025
Reduced 17.71%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
42,742
shares
|
$484,266
0.16% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
41,936
shares
|
$475,134
0.46% of portfolio
|
Q1 2025
Reduced 8.53%
|