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 |
---|---|---|---|---|---|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
23,272
shares
|
$272,049
0.03% of portfolio
|
Q4 2022
Reduced 11.68%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
22,930
shares
|
$268,051
0.0% of portfolio
|
Q1 2024
Reduced 3.88%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
22,894
shares
|
$267,630
0.01% of portfolio
|
Q1 2024
Added 5.24%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
22,843
shares
|
$267,034
0.0% of portfolio
|
Q1 2024
Added 68.2%
|
|
Carnegie Capital Asset Management, LLC
|
May 03, 2024 Q1 2024 |
22,577
shares
|
$263,925
0.01% of portfolio
|
Q1 2024
Reduced 4.24%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 10, 2024 Q1 2024 |
22,460
shares
|
$262,557
0.08% of portfolio
|
Q1 2024
Reduced 7.64%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
22,436
shares
|
$262,276
0.02% of portfolio
|
Q4 2022
Added 1.09%
|
|
Old Port Advisors
|
Jun 26, 2024 Q1 2024 |
21,883
shares
|
$255,812
0.08% of portfolio
|
Q1 2024
Reduced 27.45%
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2024 Q1 2024 |
21,878
shares
|
$255,753
0.24% of portfolio
|
Q1 2024
New holding
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
21,790
shares
|
$254,725
0.01% of portfolio
|
Q1 2024
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
21,373
shares
|
$249,850
0.03% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
Perennial Advisors, LLC
New York, NY |
Apr 10, 2024 Q1 2024 |
21,352
shares
|
$249,604
0.06% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 06, 2024 Q1 2024 |
21,295
shares
|
$248,938
0.04% of portfolio
|
Q1 2024
Reduced 24.57%
|
|
Acas, LLC
|
May 01, 2024 Q1 2024 |
20,991
shares
|
$245,384
0.25% of portfolio
|
Q1 2024
Reduced 1.38%
|
|
Trinity Legacy Partners, LLC
|
Apr 24, 2024 Q1 2024 |
20,846
shares
|
$243,689
0.07% of portfolio
|
Q1 2024
Reduced 97.15%
|
|
Providence First Trust CO
|
May 10, 2024 Q1 2024 |
20,500
shares
|
$239,645
0.11% of portfolio
|
Q4 2023
Reduced 5.96%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
20,370
shares
|
$238,125
0.04% of portfolio
|
Q3 2023
Added 3.23%
|
|
Evoke Wealth, LLC
|
May 15, 2024 Q1 2024 |
19,848
shares
|
$232,023
0.01% of portfolio
|
Q4 2023
Reduced 34.53%
|
|
Marshall Financial Group LLC
|
Apr 19, 2024 Q1 2024 |
19,740
shares
|
$230,760
0.07% of portfolio
|
Q4 2022
Reduced 22.77%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,696
shares
|
$230,246
0.09% of portfolio
|
Q1 2023
Reduced 3.59%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
19,679
shares
|
$230,047
0.0% of portfolio
|
Q1 2024
Added 1.08%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
19,625
shares
|
$229,416
0.05% of portfolio
|
Q4 2018
New holding
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
19,599
shares
|
$229,112
0.02% of portfolio
|
Q4 2023
Added 35.97%
|
|
Signal Point Asset Management, LLC
|
Apr 11, 2024 Q1 2024 |
19,493
shares
|
$227,873
0.07% of portfolio
|
Q1 2024
Added 11.43%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
19,485
shares
|
$227,779
0.01% of portfolio
|
Q1 2024
Added 91.12%
|