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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
55,268
shares
|
$637,792
0.0% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
55,253
shares
|
$637,619
0.28% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
55,082
shares
|
$635,646
0.32% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
54,276
shares
|
$626,345
0.18% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
53,586
shares
|
$618,382
0.06% of portfolio
|
Q3 2025
Added 33.77%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
52,997
shares
|
$611,585
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
52,959
shares
|
$611,146
0.01% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
51,704
shares
|
$596,664
0.23% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
51,582
shares
|
$595,256
0.42% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
50,104
shares
|
$578,200
0.01% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
48,604
shares
|
$560,890
0.03% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
48,536
shares
|
$560,105
0.0% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
48,286
shares
|
$557,220
0.05% of portfolio
|
Q2 2025
Reduced 67.57%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
47,108
shares
|
$543,626
0.2% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,089
shares
|
$543,407
0.02% of portfolio
|
Q3 2022
Reduced 7.68%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
43,169
shares
|
$498,170
0.36% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
43,127
shares
|
$497,685
0.0% of portfolio
|
Q2 2025
Reduced 17.71%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
42,415
shares
|
$489,469
0.49% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
41,622
shares
|
$480,317
0.01% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
40,900
shares
|
$471,985
0.29% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
40,862
shares
|
$471,547
0.19% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
40,693
shares
|
$469,597
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
40,461
shares
|
$466,919
0.02% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
40,092
shares
|
$462,661
0.27% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
39,862
shares
|
$460,007
0.4% of portfolio
|
Q2 2025
Reduced 5.75%
|