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 526 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
52,025
shares
|
$588,923
0.17% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
51,704
shares
|
$585,289
0.23% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
49,532
shares
|
$560,702
0.0% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
49,400
shares
|
$559,208
0.37% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
49,148
shares
|
$556,355
0.01% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
49,027
shares
|
$554,985
0.03% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
48,562
shares
|
$549,721
0.25% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,089
shares
|
$533,047
0.02% of portfolio
|
Q3 2022
Reduced 7.68%
|
|
|
Aletheian Wealth Advisors LLC
|
Feb 14, 2025 Q4 2024 |
46,983
shares
|
$531,847
0.33% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
45,845
shares
|
$518,965
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
45,760
shares
|
$518,003
0.08% of portfolio
|
Q4 2024
Reduced 18.85%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
44,505
shares
|
$503,796
0.24% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
44,407
shares
|
$502,687
0.0% of portfolio
|
Q4 2024
Added 10422.99%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
44,180
shares
|
$500,117
0.04% of portfolio
|
Q2 2023
Added 274.22%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
42,712
shares
|
$483,499
0.0% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
42,392
shares
|
$479,877
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
42,089
shares
|
$476,447
0.34% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
41,934
shares
|
$474,692
0.05% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
41,842
shares
|
$473,651
0.43% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
40,854
shares
|
$462,467
0.21% of portfolio
|
Q4 2024
Reduced 56.49%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
40,142
shares
|
$454,407
0.15% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
39,690
shares
|
$449,290
0.01% of portfolio
|
Q4 2024
Reduced 43.53%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
39,580
shares
|
$448,045
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
39,149
shares
|
$443,166
0.02% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
38,714
shares
|
$438,242
0.0% of portfolio
|
Q4 2024
Added 6.23%
|