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 |
---|---|---|---|---|---|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 13, 2024 Q1 2024 |
16,055
shares
|
$187,682
0.02% of portfolio
|
Q4 2023
Reduced 86.76%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
15,719
shares
|
$183,755
0.01% of portfolio
|
Q1 2024
Added 0.4%
|
|
Oxinas Partners Wealth Management LLC
|
Apr 18, 2024 Q1 2024 |
15,565
shares
|
$181,954
0.12% of portfolio
|
Q1 2024
Added 0.31%
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
15,528
shares
|
$181,522
0.01% of portfolio
|
Q1 2024
Added 0.56%
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2024 Q1 2024 |
15,482
shares
|
$180,984
0.01% of portfolio
|
Q1 2024
Added 1.12%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
15,456
shares
|
$180,680
0.01% of portfolio
|
Q4 2023
Added 0.32%
|
|
Ifg Advisory, LLC
|
May 06, 2024 Q1 2024 |
15,284
shares
|
$178,669
0.01% of portfolio
|
Q1 2024
Added 0.33%
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
15,162
shares
|
$177,243
0.02% of portfolio
|
Q2 2022
Reduced 98.36%
|
|
Gen Wealth Group, Inc.
|
Apr 11, 2024 Q1 2024 |
15,069
shares
|
$176,156
0.05% of portfolio
|
Q2 2018
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
15,059
shares
|
$176,039
0.08% of portfolio
|
Q1 2024
Reduced 11.8%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
15,036
shares
|
$175,770
0.0% of portfolio
|
Q1 2024
Added 0.82%
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
14,749
shares
|
$172,415
0.0% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
Weaver Consulting Group
|
Apr 16, 2024 Q1 2024 |
14,395
shares
|
$168,277
0.07% of portfolio
|
Q3 2023
Reduced 3.7%
|
|
Castle Rock Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
14,386
shares
|
$168,172
0.05% of portfolio
|
Q1 2024
Reduced 11.37%
|
|
Lantz Financial LLC
|
Apr 10, 2024 Q1 2024 |
14,353
shares
|
$167,786
0.06% of portfolio
|
Q4 2023
Reduced 11.28%
|
|
Columbia Advisory Partners LLC
|
Apr 12, 2024 Q1 2024 |
14,256
shares
|
$166,652
0.18% of portfolio
|
Q1 2024
Reduced 7.64%
|
|
Wambolt & Associates, LLC
|
Apr 30, 2024 Q1 2024 |
14,191
shares
|
$165,892
0.05% of portfolio
|
Q1 2024
Reduced 63.56%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
14,099
shares
|
$164,817
0.05% of portfolio
|
Q1 2024
Reduced 13.89%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Apr 30, 2024 Q1 2024 |
13,998
shares
|
$163,636
0.02% of portfolio
|
Q1 2024
Reduced 9.85%
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
May 02, 2024 Q1 2024 |
13,866
shares
|
$162,093
0.09% of portfolio
|
Q1 2024
New holding
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
13,857
shares
|
$161,988
0.03% of portfolio
|
Q1 2024
New holding
|
|
Bank Of New Hampshire
|
Jul 01, 2024 Q2 2024 |
13,800
shares
|
$161,322
0.04% of portfolio
|
Q2 2024
Reduced 6.44%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
13,569
shares
|
$158,621
0.06% of portfolio
|
Q4 2023
Reduced 26.91%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Feb 02, 2024 Q4 2023 |
13,558
shares
|
$158,493
0.04% of portfolio
|
Q2 2023
New holding
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
13,518
shares
|
$158,025
0.01% of portfolio
|
Q1 2024
Reduced 30.08%
|