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 515 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $2.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,777
shares
|
$452,568
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
37,710
shares
|
$451,765
0.01% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
37,689
shares
|
$451,514
0.31% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
36,442
shares
|
$436,575
0.01% of portfolio
|
Q3 2024
Added 88.71%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
36,238
shares
|
$434,131
0.0% of portfolio
|
Q3 2024
Reduced 63.58%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
35,969
shares
|
$430,908
0.23% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
35,474
shares
|
$424,978
0.04% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
35,457
shares
|
$424,774
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
35,269
shares
|
$422,522
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
34,987
shares
|
$419,144
0.22% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
34,376
shares
|
$411,824
0.04% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
33,747
shares
|
$404,289
0.06% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
33,644
shares
|
$403,055
0.05% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
32,882
shares
|
$393,926
0.01% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
32,316
shares
|
$387,145
0.02% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
32,271
shares
|
$386,606
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
31,600
shares
|
$378,568
0.0% of portfolio
|
Q3 2024
Reduced 71.22%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
31,494
shares
|
$377,298
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
31,277
shares
|
$374,698
0.62% of portfolio
|
Q3 2022
Added 11.48%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
31,159
shares
|
$373,284
0.0% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
30,846
shares
|
$369,535
0.01% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
30,789
shares
|
$368,852
0.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
30,074
shares
|
$360,286
0.07% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
30,000
shares
|
$359,400
0.06% of portfolio
|
Q3 2023
Reduced 17.83%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
29,252
shares
|
$350,438
0.54% of portfolio
|
Q3 2024
Reduced 7.39%
|