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 |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
24,423
shares
|
$272,804
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,279
shares
|
$271,196
0.01% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
24,142
shares
|
$269,666
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
24,085
shares
|
$269,029
0.01% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
24,018
shares
|
$268,281
0.0% of portfolio
|
Q1 2025
Added 18.06%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
23,811
shares
|
$265,968
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
23,627
shares
|
$263,913
0.13% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
23,400
shares
|
$261,378
0.18% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
23,272
shares
|
$259,948
0.03% of portfolio
|
Q4 2022
Reduced 11.68%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
22,905
shares
|
$255,848
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
22,888
shares
|
$255,658
0.0% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
22,436
shares
|
$250,610
0.02% of portfolio
|
Q4 2022
Added 1.09%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
21,922
shares
|
$244,868
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
21,816
shares
|
$243,684
0.01% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
21,606
shares
|
$241,339
0.06% of portfolio
|
Q1 2025
Reduced 94.51%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
21,535
shares
|
$240,545
0.07% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
21,479
shares
|
$239,920
0.2% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
21,470
shares
|
$239,819
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
20,700
shares
|
$231,219
0.02% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
20,600
shares
|
$230,102
0.04% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
20,420
shares
|
$228,091
0.02% of portfolio
|
Q4 2024
Reduced 50.82%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
20,370
shares
|
$227,532
0.04% of portfolio
|
Q3 2023
Added 3.23%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
19,848
shares
|
$221,702
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2025 Q1 2025 |
19,719
shares
|
$220,261
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,696
shares
|
$220,004
0.09% of portfolio
|
Q1 2023
Reduced 3.59%
|