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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
11,334
shares
|
$126,600
0.1% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
11,250
shares
|
$125,662
0.04% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
11,201
shares
|
$125,115
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
11,168
shares
|
$124,746
0.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
11,097
shares
|
$123,953
0.1% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
11,064
shares
|
$123,584
0.01% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
11,064
shares
|
$123,584
0.08% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
11,000
shares
|
$122,870
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
10,809
shares
|
$120,736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
10,524
shares
|
$117,553
0.0% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,493
shares
|
$117,206
0.01% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
10,430
shares
|
$116,503
0.03% of portfolio
|
Q2 2025
Reduced 85.25%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
10,375
shares
|
$115,888
0.05% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
10,250
shares
|
$114,492
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,202
shares
|
$113,956
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
10,200
shares
|
$113,934
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
10,177
shares
|
$113,677
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
10,095
shares
|
$112,761
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
9,930
shares
|
$110,918
0.06% of portfolio
|
Q2 2025
Added 21.77%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
9,530
shares
|
$106,450
0.07% of portfolio
|
Q1 2025
Added 382.53%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
9,200
shares
|
$102,764
0.03% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
9,178
shares
|
$102,518
0.03% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
8,993
shares
|
$100,451
0.05% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
8,325
shares
|
$92,990
0.0% of portfolio
|
Q1 2024
Reduced 7.84%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
8,255
shares
|
$92,208
0.01% of portfolio
|
Q2 2025
Reduced 76.58%
|