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 |
|---|---|---|---|---|---|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
8,093
shares
|
$90,398
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
8,000
shares
|
$89,360
0.02% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
7,525
shares
|
$84,054
0.01% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
7,508
shares
|
$83,864
0.0% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
7,473
shares
|
$83,473
0.04% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
6,851
shares
|
$76,525
0.03% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
6,747
shares
|
$75,363
0.03% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6,650
shares
|
$74,280
0.01% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
6,629
shares
|
$74,045
0.05% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
6,500
shares
|
$72,605
0.01% of portfolio
|
Q1 2023
Reduced 23.53%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,460
shares
|
$72,158
0.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,456
shares
|
$72,113
0.0% of portfolio
|
Q2 2023
Added 343.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
6,415
shares
|
$71,655
0.01% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,076
shares
|
$67,868
0.0% of portfolio
|
Q1 2025
Reduced 97.56%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,832
shares
|
$65,143
0.03% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,720
shares
|
$63,892
0.0% of portfolio
|
Q1 2025
Added 25.47%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
5,704
shares
|
$63,713
0.04% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,500
shares
|
$61,435
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
5,430
shares
|
$60,653
0.01% of portfolio
|
Q2 2025
Added 94.41%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,896
shares
|
$54,688
0.02% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,878
shares
|
$54,487
0.0% of portfolio
|
Q4 2024
Reduced 55.69%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,542
shares
|
$50,734
0.01% of portfolio
|
Q2 2023
Reduced 17.52%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
4,429
shares
|
$49,471
0.02% of portfolio
|
Q1 2024
Reduced 4.32%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
4,316
shares
|
$48,209
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
4,258
shares
|
$47,561
0.04% of portfolio
|
Q3 2024
Reduced 58.74%
|