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 516 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
12,080
shares
|
$142,060
0.05% of portfolio
|
Q3 2024
Reduced 16.52%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
12,034
shares
|
$141,519
0.07% of portfolio
|
Q3 2024
Reduced 25.41%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
11,896
shares
|
$139,896
0.01% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
11,892
shares
|
$139,849
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
11,838
shares
|
$139,214
0.04% of portfolio
|
Q3 2024
Reduced 39.17%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
11,796
shares
|
$138,720
0.0% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
11,781
shares
|
$138,544
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
11,634
shares
|
$136,815
0.01% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
11,600
shares
|
$136,416
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
11,460
shares
|
$134,769
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
11,457
shares
|
$134,734
0.02% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
11,296
shares
|
$132,840
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
11,195
shares
|
$131,653
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
11,127
shares
|
$130,853
0.08% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
11,068
shares
|
$130,159
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
11,051
shares
|
$129,959
0.06% of portfolio
|
Q2 2023
Reduced 11.09%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
11,010
shares
|
$129,477
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
11,000
shares
|
$129,360
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
11,000
shares
|
$129,360
0.02% of portfolio
|
Q2 2024
Added 22.22%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
10,995
shares
|
$129,301
0.0% of portfolio
|
Q2 2024
Reduced 34.45%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
10,800
shares
|
$127,008
0.03% of portfolio
|
Q3 2024
Reduced 21.74%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
10,700
shares
|
$125,832
0.04% of portfolio
|
Q4 2023
Reduced 24.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,627
shares
|
$124,973
0.01% of portfolio
|
Q3 2024
Reduced 28.44%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,529
shares
|
$123,821
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
10,465
shares
|
$123,068
0.01% of portfolio
|
Q1 2023
Reduced 6.85%
|