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 |
---|---|---|---|---|---|
Matthew Goff Investment Advisor, LLC
|
Apr 11, 2024 Q1 2024 |
13,460
shares
|
$157,347
0.03% of portfolio
|
Q3 2023
New holding
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
13,321
shares
|
$155,722
0.02% of portfolio
|
Q2 2024
New holding
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 19, 2024 Q1 2024 |
13,200
shares
|
$154,308
0.1% of portfolio
|
Q3 2023
Reduced 25.42%
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 10, 2024 Q1 2024 |
13,165
shares
|
$153,898
0.14% of portfolio
|
Q1 2024
New holding
|
|
Eclectic Associates Inc
|
Apr 22, 2024 Q1 2024 |
13,119
shares
|
$153,361
0.07% of portfolio
|
Q1 2024
New holding
|
|
United Community Bank
Greenville, SC |
May 03, 2024 Q1 2024 |
13,077
shares
|
$152,870
0.06% of portfolio
|
Q1 2024
Reduced 1.29%
|
|
Sky Oak Wealth, LLC
|
Apr 29, 2024 Q1 2024 |
12,980
shares
|
$151,736
0.04% of portfolio
|
Q3 2023
New holding
|
|
Cutter & CO Brokerage, Inc.
|
Apr 30, 2024 Q1 2024 |
12,909
shares
|
$150,906
0.04% of portfolio
|
Q1 2024
Added 1.45%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
12,885
shares
|
$150,625
0.02% of portfolio
|
Q1 2024
Reduced 71.01%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
12,680
shares
|
$148,229
0.01% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
Wellington Shields & Co., LLC
New York, NY |
May 23, 2024 Q1 2024 |
12,444
shares
|
$145,470
0.05% of portfolio
|
Q4 2021
New holding
|
|
Essex Savings Bank
|
Apr 22, 2024 Q1 2024 |
12,325
shares
|
$144,079
0.04% of portfolio
|
Q3 2023
Reduced 1.12%
|
|
Bensler, LLC
Bellevue, WA |
Apr 30, 2024 Q1 2024 |
12,271
shares
|
$143,447
0.02% of portfolio
|
Q1 2024
Reduced 19.51%
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
12,266
shares
|
$143,389
0.09% of portfolio
|
Q2 2023
New holding
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
12,215
shares
|
$142,793
0.03% of portfolio
|
Q1 2024
Reduced 18.24%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 14, 2024 Q1 2024 |
12,190
shares
|
$142,501
0.01% of portfolio
|
Q4 2023
New holding
|
|
Cypress Wealth Services, LLC
|
Apr 15, 2024 Q1 2024 |
12,002
shares
|
$140,303
0.03% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2024 Q1 2024 |
11,906
shares
|
$139,181
0.23% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 02, 2024 Q1 2024 |
11,843
shares
|
$138,444
0.05% of portfolio
|
Q1 2024
New holding
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
11,782
shares
|
$137,731
0.0% of portfolio
|
Q1 2024
New holding
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
11,600
shares
|
$135,604
0.02% of portfolio
|
Q1 2024
New holding
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
11,319
shares
|
$132,319
0.02% of portfolio
|
Q1 2024
Reduced 23.18%
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
11,315
shares
|
$132,272
0.01% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
11,273
shares
|
$131,781
0.07% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
11,198
shares
|
$130,904
0.0% of portfolio
|
Q1 2024
Reduced 1.81%
|