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 504 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 $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
28,940
shares
|
$323,259
0.22% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
28,778
shares
|
$321,450
0.07% of portfolio
|
Q4 2024
Added 45.51%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
28,670
shares
|
$320,243
0.82% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
28,532
shares
|
$318,702
0.01% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
28,417
shares
|
$317,417
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
27,590
shares
|
$308,180
0.25% of portfolio
|
Q2 2018
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
27,510
shares
|
$307,286
0.01% of portfolio
|
Q1 2025
Reduced 80.95%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
27,318
shares
|
$305,142
0.45% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
27,047
shares
|
$302,114
0.01% of portfolio
|
Q1 2025
Added 134.4%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
26,828
shares
|
$299,668
0.0% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
26,812
shares
|
$299,490
0.01% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
26,801
shares
|
$299,367
0.01% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
26,186
shares
|
$292,497
0.01% of portfolio
|
Q1 2024
Reduced 60.43%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
25,987
shares
|
$290,274
0.08% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
25,880
shares
|
$289,079
0.0% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
25,720
shares
|
$287,292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
25,688
shares
|
$286,934
0.04% of portfolio
|
Q1 2025
Added 69.52%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
25,413
shares
|
$283,863
0.02% of portfolio
|
Q1 2025
Reduced 17.49%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
25,347
shares
|
$283,125
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
25,250
shares
|
$282,042
0.01% of portfolio
|
Q2 2025
Reduced 68.37%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
24,846
shares
|
$277,529
0.07% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
24,761
shares
|
$276,580
0.03% of portfolio
|
Q4 2022
Added 65.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
24,661
shares
|
$275,463
0.04% of portfolio
|
Q1 2025
Reduced 23.52%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
24,516
shares
|
$273,843
0.0% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,502
shares
|
$273,687
0.14% of portfolio
|
Q1 2023
Added 0.71%
|