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 |
---|---|---|---|---|---|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
26,021
shares
|
$304,185
0.01% of portfolio
|
Q1 2024
Added 0.2%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Apr 25, 2024 Q1 2024 |
25,880
shares
|
$302,537
0.05% of portfolio
|
Q1 2024
Reduced 79.69%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
25,762
shares
|
$301,157
0.01% of portfolio
|
Q1 2024
Added 8.9%
|
|
First United Bank & Trust
|
Apr 29, 2024 Q1 2024 |
25,503
shares
|
$298,130
0.11% of portfolio
|
Q1 2024
Added 144.94%
|
|
Sheaff Brock Investment Advisors, LLC
|
May 14, 2024 Q1 2024 |
25,487
shares
|
$297,943
0.02% of portfolio
|
Q1 2024
Reduced 18.97%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
25,470
shares
|
$297,744
0.01% of portfolio
|
Q1 2024
Added 22.7%
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
25,418
shares
|
$297,136
0.02% of portfolio
|
Q1 2024
Reduced 12.24%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
25,233
shares
|
$294,973
0.01% of portfolio
|
Q1 2024
Reduced 62.26%
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Apr 18, 2024 Q1 2024 |
25,200
shares
|
$294,588
0.21% of portfolio
|
Q4 2023
New holding
|
|
Wilson & Boucher Capital Management, LLC
|
Apr 30, 2024 Q1 2024 |
25,200
shares
|
$294,588
0.24% of portfolio
|
Q4 2023
Reduced 3.08%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2024 Q1 2024 |
25,000
shares
|
$292,250
0.05% of portfolio
|
Q4 2023
New holding
|
|
Amplius Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
24,761
shares
|
$289,456
0.04% of portfolio
|
Q4 2022
Added 65.07%
|
|
Atticus Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
24,661
shares
|
$288,287
0.11% of portfolio
|
Q1 2024
Reduced 4.72%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
24,540
shares
|
$286,872
0.01% of portfolio
|
Q1 2024
Added 0.74%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,502
shares
|
$286,428
0.14% of portfolio
|
Q1 2023
Added 0.71%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,279
shares
|
$283,821
0.01% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
Autumn Glory Partners, LLC
|
Apr 30, 2024 Q1 2024 |
24,193
shares
|
$282,816
0.14% of portfolio
|
Q3 2023
New holding
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2024 Q1 2024 |
24,178
shares
|
$282,640
0.25% of portfolio
|
Q1 2024
Added 33.12%
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
24,142
shares
|
$282,219
0.08% of portfolio
|
Q3 2023
New holding
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
23,789
shares
|
$278,093
0.02% of portfolio
|
Q1 2024
Added 0.54%
|
|
Pinnacle Associates LTD
|
Apr 26, 2024 Q1 2024 |
23,550
shares
|
$275,299
0.0% of portfolio
|
Q1 2024
Reduced 11.55%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 16, 2024 Q1 2024 |
23,482
shares
|
$274,504
0.05% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
Trinity Point Wealth, LLC
|
May 08, 2024 Q1 2024 |
23,468
shares
|
$274,340
0.05% of portfolio
|
Q1 2024
Added 4.83%
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
23,450
shares
|
$274,130
0.0% of portfolio
|
Q1 2024
New holding
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 13, 2024 Q1 2024 |
23,430
shares
|
$273,896
0.24% of portfolio
|
Q1 2024
Reduced 49.52%
|