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 |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
39,817
shares
|
$459,488
0.14% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
39,723
shares
|
$458,403
0.01% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
38,526
shares
|
$444,590
0.13% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
38,342
shares
|
$442,466
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
38,225
shares
|
$441,116
0.0% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,777
shares
|
$435,946
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
36,493
shares
|
$421,129
0.02% of portfolio
|
Q2 2025
Reduced 34.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
36,440
shares
|
$420,517
0.01% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
36,076
shares
|
$416,317
0.14% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
35,447
shares
|
$409,058
0.03% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
35,269
shares
|
$407,004
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
34,368
shares
|
$396,606
0.18% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
32,992
shares
|
$380,727
0.18% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
32,882
shares
|
$379,458
0.01% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
32,686
shares
|
$377,196
0.01% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
32,480
shares
|
$374,819
0.06% of portfolio
|
Q3 2025
Reduced 20.35%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
32,271
shares
|
$372,407
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
31,961
shares
|
$368,829
0.16% of portfolio
|
Q2 2025
Added 141.09%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
31,716
shares
|
$366,002
0.03% of portfolio
|
Q2 2025
Reduced 51.27%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
31,691
shares
|
$365,714
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
31,647
shares
|
$365,206
0.02% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
31,413
shares
|
$362,506
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
31,277
shares
|
$360,936
0.62% of portfolio
|
Q3 2022
Added 11.48%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
31,097
shares
|
$358,859
0.19% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
31,050
shares
|
$358,317
0.1% of portfolio
|
Q3 2025
Reduced 38.76%
|