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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
30,749
shares
|
$354,843
0.01% of portfolio
|
Q2 2025
Reduced 63.18%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
30,634
shares
|
$353,516
0.18% of portfolio
|
Q1 2025
Added 21.53%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
30,467
shares
|
$351,589
0.28% of portfolio
|
Q2 2025
Reduced 27.35%
|
|
|
Edge Wealth Management LLC
|
Oct 14, 2025 Q3 2025 |
30,145
shares
|
$347,873
0.07% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
30,000
shares
|
$346,200
0.04% of portfolio
|
Q3 2023
Reduced 17.83%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
29,938
shares
|
$345,484
0.01% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
29,778
shares
|
$343,638
0.07% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
29,541
shares
|
$340,903
0.01% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
29,388
shares
|
$339,137
0.0% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
29,250
shares
|
$337,545
0.0% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
29,089
shares
|
$335,687
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
28,823
shares
|
$332,617
0.02% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
28,748
shares
|
$331,751
0.01% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
27,893
shares
|
$321,885
0.19% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
27,827
shares
|
$321,123
0.02% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
27,802
shares
|
$320,835
0.01% of portfolio
|
Q2 2025
Reduced 47.69%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
27,640
shares
|
$318,965
0.74% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
27,590
shares
|
$318,388
0.25% of portfolio
|
Q2 2018
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
27,198
shares
|
$313,864
0.02% of portfolio
|
Q3 2025
Reduced 12.13%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 21, 2025 Q2 2025 |
27,145
shares
|
$313,253
2.46% of portfolio
|
Q2 2025
Reduced 37.17%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
26,384
shares
|
$304,471
0.0% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
26,186
shares
|
$302,186
0.01% of portfolio
|
Q1 2024
Reduced 60.43%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
26,110
shares
|
$301,309
0.01% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
25,987
shares
|
$299,889
0.07% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
25,839
shares
|
$298,182
0.01% of portfolio
|
Q2 2025
New holding
|