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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,777
shares
|
$415,169
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
37,669
shares
|
$413,982
0.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
36,531
shares
|
$401,475
0.0% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
35,269
shares
|
$387,606
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
35,247
shares
|
$387,364
0.03% of portfolio
|
Q1 2025
Added 110046.88%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
35,120
shares
|
$385,968
0.0% of portfolio
|
Q1 2025
Reduced 63.15%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
34,303
shares
|
$376,989
0.2% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
33,895
shares
|
$372,506
0.01% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
33,879
shares
|
$372,330
0.03% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
33,706
shares
|
$370,428
0.17% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
33,374
shares
|
$366,780
0.03% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
32,882
shares
|
$361,373
0.01% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
|
Northstar Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
32,333
shares
|
$355,339
0.24% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
32,271
shares
|
$354,658
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
31,580
shares
|
$347,064
0.18% of portfolio
|
Q1 2025
Reduced 54.37%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
31,476
shares
|
$345,921
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
31,277
shares
|
$343,734
0.62% of portfolio
|
Q3 2022
Added 11.48%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
31,109
shares
|
$341,887
0.04% of portfolio
|
Q1 2025
Reduced 14.43%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
30,933
shares
|
$339,953
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
30,897
shares
|
$339,558
0.03% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
30,634
shares
|
$336,667
0.19% of portfolio
|
Q1 2025
Added 21.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
30,416
shares
|
$334,271
0.0% of portfolio
|
Q1 2025
Reduced 28.79%
|
|
|
Edge Wealth Management LLC
|
Apr 10, 2025 Q1 2025 |
30,145
shares
|
$331,293
0.07% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
30,000
shares
|
$329,700
0.04% of portfolio
|
Q3 2023
Reduced 17.83%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
29,414
shares
|
$323,259
0.01% of portfolio
|
Q1 2025
Reduced 90.96%
|