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 510 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
48,811
shares
|
$536,432
0.03% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
48,158
shares
|
$529,256
0.0% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
47,750
shares
|
$524,772
0.18% of portfolio
|
Q1 2025
Added 124.71%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
47,635
shares
|
$523,508
0.02% of portfolio
|
Q1 2025
Added 68.71%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
47,601
shares
|
$523,134
0.21% of portfolio
|
Q1 2025
Added 41.65%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
47,254
shares
|
$519,321
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,089
shares
|
$517,508
0.02% of portfolio
|
Q3 2022
Reduced 7.68%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
46,406
shares
|
$510,001
0.31% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
45,900
shares
|
$504,441
0.34% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
44,835
shares
|
$492,736
0.24% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
44,370
shares
|
$487,626
0.02% of portfolio
|
Q1 2025
Reduced 94.31%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
44,180
shares
|
$485,538
0.04% of portfolio
|
Q2 2023
Added 274.22%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
43,805
shares
|
$481,416
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Apr 28, 2025 Q1 2025 |
43,207
shares
|
$474,844
2.44% of portfolio
|
Q1 2025
Reduced 76.88%
|
|
|
Argus Investors' Counsel, Inc.
|
Apr 16, 2025 Q1 2025 |
43,169
shares
|
$474,427
0.38% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
42,292
shares
|
$464,789
0.44% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
41,936
shares
|
$460,876
0.46% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
41,914
shares
|
$460,634
0.11% of portfolio
|
Q1 2025
Reduced 46.72%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
41,899
shares
|
$460,470
0.05% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
41,015
shares
|
$450,754
0.15% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
40,862
shares
|
$449,073
0.22% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
39,842
shares
|
$437,863
0.02% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
39,780
shares
|
$437,182
0.08% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
39,235
shares
|
$431,192
0.07% of portfolio
|
Q1 2025
Reduced 14.26%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
37,831
shares
|
$415,762
0.01% of portfolio
|
Q1 2025
Reduced 4.68%
|