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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
19,639
shares
|
$219,367
0.02% of portfolio
|
Q1 2025
Reduced 23.18%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
19,625
shares
|
$219,211
0.05% of portfolio
|
Q4 2018
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
19,599
shares
|
$218,920
0.02% of portfolio
|
Q4 2023
Added 35.97%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
19,527
shares
|
$218,116
0.02% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,335
shares
|
$215,971
0.03% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
19,293
shares
|
$215,502
0.06% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
19,217
shares
|
$214,653
0.0% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
19,196
shares
|
$214,419
0.01% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
19,056
shares
|
$212,855
0.02% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
19,040
shares
|
$212,676
0.04% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
18,983
shares
|
$212,040
5.0% of portfolio
|
Q2 2023
Reduced 86.48%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
18,605
shares
|
$207,817
0.06% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
18,408
shares
|
$205,617
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
17,995
shares
|
$201,004
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
17,850
shares
|
$199,384
0.03% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
17,282
shares
|
$193,039
0.05% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
17,209
shares
|
$192,224
0.03% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,148
shares
|
$191,543
0.0% of portfolio
|
Q3 2024
Reduced 23.94%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
16,880
shares
|
$188,549
0.01% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
16,846
shares
|
$188,169
0.05% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
16,800
shares
|
$187,656
0.08% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
16,730
shares
|
$186,874
0.17% of portfolio
|
Q4 2022
Reduced 7.34%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
16,686
shares
|
$186,382
0.01% of portfolio
|
Q1 2025
Reduced 35.56%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
16,661
shares
|
$186,103
0.08% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
16,609
shares
|
$185,522
0.03% of portfolio
|
Q1 2023
Reduced 2.08%
|