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 499 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
40,862
shares
|
$462,966
0.2% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
40,780
shares
|
$462,037
0.07% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
40,461
shares
|
$458,423
0.02% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
40,092
shares
|
$454,242
0.27% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
40,059
shares
|
$453,868
0.04% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
39,862
shares
|
$451,636
0.4% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
39,723
shares
|
$450,061
0.01% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
38,526
shares
|
$436,499
0.13% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
38,342
shares
|
$434,414
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,777
shares
|
$428,013
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
37,754
shares
|
$427,752
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
36,832
shares
|
$417,306
0.0% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
36,493
shares
|
$413,465
0.02% of portfolio
|
Q2 2025
Reduced 34.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
36,440
shares
|
$412,865
0.01% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
36,076
shares
|
$408,741
0.14% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
35,447
shares
|
$401,614
0.03% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
35,269
shares
|
$399,597
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
35,120
shares
|
$397,909
0.0% of portfolio
|
Q1 2025
Reduced 63.15%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
34,710
shares
|
$393,264
0.06% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
34,368
shares
|
$389,389
0.18% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
32,992
shares
|
$373,799
0.18% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
32,882
shares
|
$372,553
0.01% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
32,686
shares
|
$370,332
0.01% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
32,271
shares
|
$365,630
0.19% of portfolio
|
Q2 2024
New holding
|