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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
16,552
shares
|
$184,885
0.08% of portfolio
|
Q3 2023
Added 74.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
16,064
shares
|
$179,434
0.0% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
16,047
shares
|
$179,244
0.02% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
16,000
shares
|
$178,720
0.07% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
15,823
shares
|
$176,742
0.04% of portfolio
|
Q2 2025
Reduced 62.25%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
15,800
shares
|
$176,486
0.01% of portfolio
|
Q1 2025
Added 20.61%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
15,694
shares
|
$175,301
0.0% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
15,389
shares
|
$171,895
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
15,162
shares
|
$169,359
0.02% of portfolio
|
Q2 2022
Reduced 98.36%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
15,128
shares
|
$168,979
0.03% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
15,069
shares
|
$168,320
0.03% of portfolio
|
Q2 2018
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
15,000
shares
|
$167,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
14,987
shares
|
$167,404
0.01% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
14,828
shares
|
$165,628
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
14,658
shares
|
$163,729
0.16% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
14,512
shares
|
$162,099
0.01% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
14,423
shares
|
$161,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
14,404
shares
|
$160,892
0.03% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
14,293
shares
|
$159,652
0.12% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
14,200
shares
|
$158,614
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
14,000
shares
|
$156,380
0.02% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
13,827
shares
|
$154,447
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
13,571
shares
|
$151,588
0.05% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
13,563
shares
|
$151,498
0.14% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
13,487
shares
|
$150,649
0.0% of portfolio
|
Q1 2025
Reduced 44.38%
|