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 525 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Advisory Solutions, LLC
|
Apr 23, 2024 Q1 2024 |
30,465
shares
|
$356,135
0.09% of portfolio
|
Q1 2024
Added 55.18%
|
|
Edge Wealth Management LLC
|
Apr 15, 2024 Q1 2024 |
30,167
shares
|
$352,652
0.08% of portfolio
|
Q1 2024
Reduced 24.03%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
30,017
shares
|
$350,898
0.0% of portfolio
|
Q1 2024
Added 9.77%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
30,000
shares
|
$350,700
0.06% of portfolio
|
Q3 2023
Reduced 17.83%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
29,851
shares
|
$348,958
0.0% of portfolio
|
Q4 2023
Reduced 55.82%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
29,715
shares
|
$347,368
0.0% of portfolio
|
Q1 2024
Reduced 22.39%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
29,672
shares
|
$346,865
0.03% of portfolio
|
Q1 2024
Reduced 64.64%
|
|
Stone Point Wealth LLC
|
May 01, 2024 Q1 2024 |
29,525
shares
|
$345,147
0.12% of portfolio
|
Q1 2024
Reduced 55.7%
|
|
Bcs Wealth Management
|
Apr 10, 2024 Q1 2024 |
29,460
shares
|
$344,387
0.11% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
Money Concepts Capital Corp
|
May 01, 2024 Q1 2024 |
29,269
shares
|
$342,154
0.03% of portfolio
|
Q1 2024
Reduced 5.75%
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 14, 2024 Q1 2024 |
29,250
shares
|
$341,932
0.0% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
Landaas & CO
Milwaukee, WI |
May 09, 2024 Q1 2024 |
28,987
shares
|
$338,858
0.11% of portfolio
|
Q1 2024
Reduced 14.3%
|
|
Sierra Capital LLC
|
Apr 29, 2024 Q1 2024 |
28,643
shares
|
$334,836
0.04% of portfolio
|
Q1 2024
Reduced 2.86%
|
|
Valeo Financial Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
28,561
shares
|
$333,878
0.01% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
27,815
shares
|
$325,157
0.0% of portfolio
|
Q1 2024
Reduced 8.13%
|
|
Madrona Financial Services, LLC
|
Apr 19, 2024 Q1 2024 |
27,792
shares
|
$324,888
0.12% of portfolio
|
Q4 2023
Reduced 15.61%
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
27,590
shares
|
$322,527
0.25% of portfolio
|
Q2 2018
New holding
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
27,535
shares
|
$321,884
0.01% of portfolio
|
Q1 2024
Added 0.01%
|
|
Main Street Investment Advisors LLC
|
May 08, 2024 Q1 2024 |
27,455
shares
|
$320,948
0.04% of portfolio
|
Q2 2023
Added 21.69%
|
|
Rvw Wealth, LLC
|
Apr 05, 2024 Q1 2024 |
27,305
shares
|
$319,195
0.03% of portfolio
|
Q1 2024
Reduced 19.08%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
26,911
shares
|
$314,589
0.04% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
26,623
shares
|
$311,222
0.01% of portfolio
|
Q1 2024
Added 5.82%
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
26,584
shares
|
$310,766
0.01% of portfolio
|
Q1 2024
Added 0.01%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
26,186
shares
|
$306,114
0.01% of portfolio
|
Q1 2024
Reduced 60.43%
|
|
Commerce Bank
Kansas City, MO |
May 03, 2024 Q1 2024 |
26,092
shares
|
$305,015
0.0% of portfolio
|
Q1 2024
Reduced 1.8%
|