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 |
---|---|---|---|---|---|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
19,401
shares
|
$226,797
0.0% of portfolio
|
Q1 2024
New holding
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
18,983
shares
|
$221,911
5.0% of portfolio
|
Q2 2023
Reduced 86.48%
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2024 Q1 2024 |
18,787
shares
|
$219,620
0.02% of portfolio
|
Q4 2023
Added 3.61%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
18,776
shares
|
$219,491
0.0% of portfolio
|
Q1 2024
Reduced 27.49%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
18,444
shares
|
$215,610
0.0% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 13, 2024 Q1 2024 |
18,238
shares
|
$213,202
0.08% of portfolio
|
Q1 2024
Reduced 13.19%
|
|
Investmark Advisory Group LLC
|
May 17, 2024 Q1 2024 |
18,221
shares
|
$213,003
0.12% of portfolio
|
Q1 2024
Added 0.95%
|
|
Ls Investment Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
17,990
shares
|
$210,303
0.03% of portfolio
|
Q4 2023
New holding
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Apr 30, 2024 Q1 2024 |
17,824
shares
|
$208,362
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cva Family Office, LLC
|
Apr 10, 2024 Q1 2024 |
17,524
shares
|
$204,855
0.04% of portfolio
|
Q1 2024
Added 1.03%
|
|
Cap Partners, LLC
Franklin, TN |
Apr 18, 2024 Q1 2024 |
17,475
shares
|
$204,282
0.18% of portfolio
|
Q1 2024
Added 0.6%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
17,460
shares
|
$204,107
0.01% of portfolio
|
Q1 2024
New holding
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 30, 2024 Q1 2024 |
17,460
shares
|
$204,107
0.05% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
17,425
shares
|
$203,698
0.01% of portfolio
|
Q1 2024
Reduced 29.64%
|
|
Strategic Advocates LLC
Logan, UT |
Apr 03, 2024 Q1 2024 |
17,180
shares
|
$200,834
0.08% of portfolio
|
Q1 2024
Reduced 43.96%
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 15, 2024 Q1 2024 |
17,084
shares
|
$199,711
0.11% of portfolio
|
Q1 2024
Reduced 10.67%
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
May 01, 2024 Q1 2024 |
16,865
shares
|
$197,151
0.03% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 08, 2024 Q1 2024 |
16,773
shares
|
$196,076
0.01% of portfolio
|
Q1 2024
Reduced 30.92%
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
16,773
shares
|
$196,076
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
16,730
shares
|
$195,573
0.17% of portfolio
|
Q4 2022
Reduced 7.34%
|
|
Sheets Smith Wealth Management
|
May 08, 2024 Q1 2024 |
16,650
shares
|
$194,638
0.02% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
16,609
shares
|
$194,159
0.03% of portfolio
|
Q1 2023
Reduced 2.08%
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
16,552
shares
|
$193,492
0.08% of portfolio
|
Q3 2023
Added 74.49%
|
|
Vestmark Advisory Solutions, Inc.
|
May 15, 2024 Q1 2024 |
16,214
shares
|
$189,541
0.01% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Apr 16, 2024 Q1 2024 |
16,171
shares
|
$189,038
0.06% of portfolio
|
Q1 2024
Reduced 1.78%
|