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 516 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,279
shares
|
$285,521
0.01% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
24,142
shares
|
$283,909
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
24,116
shares
|
$283,604
0.0% of portfolio
|
Q3 2024
Added 83.78%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
24,083
shares
|
$283,216
0.02% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
23,838
shares
|
$280,334
0.04% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
23,797
shares
|
$279,852
0.1% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
23,627
shares
|
$277,853
0.11% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
23,500
shares
|
$276,360
0.12% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
23,272
shares
|
$273,678
0.03% of portfolio
|
Q4 2022
Reduced 11.68%
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
23,259
shares
|
$273,525
0.08% of portfolio
|
Q2 2024
Reduced 16.31%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
23,003
shares
|
$270,515
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
22,897
shares
|
$269,268
0.01% of portfolio
|
Q3 2024
Reduced 20.54%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
22,650
shares
|
$266,364
0.09% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
22,605
shares
|
$265,834
0.09% of portfolio
|
Q2 2024
Reduced 26.25%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
22,540
shares
|
$265,070
0.18% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
22,439
shares
|
$263,882
0.03% of portfolio
|
Q3 2024
Added 68.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
22,436
shares
|
$263,847
0.02% of portfolio
|
Q4 2022
Added 1.09%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
22,405
shares
|
$263,482
0.04% of portfolio
|
Q2 2024
Added 24.54%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
22,297
shares
|
$262,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
21,869
shares
|
$257,179
0.0% of portfolio
|
Q3 2024
Reduced 41.34%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
21,800
shares
|
$256,368
0.0% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
21,700
shares
|
$255,192
0.02% of portfolio
|
Q3 2024
Reduced 18.11%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
21,352
shares
|
$251,099
0.06% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
21,279
shares
|
$250,241
0.1% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
21,267
shares
|
$250,099
0.04% of portfolio
|
Q3 2024
Added 4.74%
|