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 |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
13,460
shares
|
$150,348
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
13,257
shares
|
$148,080
0.07% of portfolio
|
Q1 2025
Reduced 67.55%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
13,085
shares
|
$146,159
0.0% of portfolio
|
Q1 2025
Reduced 36.87%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,080
shares
|
$146,103
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
13,052
shares
|
$145,790
0.06% of portfolio
|
Q1 2025
Reduced 21.15%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
12,996
shares
|
$145,165
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
12,767
shares
|
$142,607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
12,676
shares
|
$141,590
0.09% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
12,598
shares
|
$140,719
0.05% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
12,594
shares
|
$140,674
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
12,527
shares
|
$139,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,458
shares
|
$139,155
0.0% of portfolio
|
Q4 2024
Reduced 39.53%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
12,444
shares
|
$138,999
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
12,373
shares
|
$138,206
0.0% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
12,281
shares
|
$137,178
0.02% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
12,266
shares
|
$137,011
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
12,229
shares
|
$136,597
0.05% of portfolio
|
Q1 2025
Reduced 29.66%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
12,215
shares
|
$136,441
0.03% of portfolio
|
Q1 2024
Reduced 18.24%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
12,190
shares
|
$136,162
0.01% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
12,154
shares
|
$135,760
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
11,939
shares
|
$133,358
0.07% of portfolio
|
Q1 2025
Reduced 51.29%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
11,752
shares
|
$131,269
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,433
shares
|
$127,706
0.01% of portfolio
|
Q1 2025
Reduced 59.79%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
11,420
shares
|
$127,561
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
11,398
shares
|
$127,315
0.0% of portfolio
|
Q1 2025
Reduced 3.44%
|