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 |
---|---|---|---|---|---|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
11,185
shares
|
$130,752
0.01% of portfolio
|
Q4 2023
New holding
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
11,051
shares
|
$129,186
0.06% of portfolio
|
Q2 2023
Reduced 11.09%
|
|
Rathbones Group PLC
Liverpool, X0 |
May 14, 2024 Q1 2024 |
11,000
shares
|
$128,590
0.0% of portfolio
|
Q4 2018
New holding
|
|
Headlands Technologies LLC
Chicago, IL |
May 07, 2024 Q1 2024 |
10,839
shares
|
$126,707
0.03% of portfolio
|
Q1 2024
Added 48.93%
|
|
Roger Wittlin Investment Advisory, LLC
|
May 02, 2024 Q1 2024 |
10,812
shares
|
$126,392
0.09% of portfolio
|
Q1 2024
Added 1.46%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
10,743
shares
|
$125,585
0.0% of portfolio
|
Q1 2024
Added 4.52%
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 26, 2024 Q1 2024 |
10,700
shares
|
$125,083
0.05% of portfolio
|
Q4 2023
Reduced 24.65%
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
May 03, 2024 Q1 2024 |
10,669
shares
|
$124,720
0.06% of portfolio
|
Q1 2024
Reduced 66.63%
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 03, 2024 Q1 2024 |
10,630
shares
|
$124,264
0.06% of portfolio
|
Q1 2024
Reduced 43.97%
|
|
Ellis Investment Partners, LLC
|
Apr 15, 2024 Q1 2024 |
10,549
shares
|
$123,317
0.03% of portfolio
|
Q1 2024
New holding
|
|
Burney CO
Reston, VA |
May 22, 2024 Q1 2024 |
10,465
shares
|
$122,335
0.01% of portfolio
|
Q1 2023
Reduced 6.85%
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2024 Q1 2024 |
10,440
shares
|
$122,043
0.02% of portfolio
|
Q3 2023
Reduced 18.47%
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 30, 2024 Q1 2024 |
10,425
shares
|
$121,868
0.15% of portfolio
|
Q1 2024
New holding
|
|
Wesbanco Bank Inc
|
Apr 23, 2024 Q1 2024 |
10,392
shares
|
$121,482
0.0% of portfolio
|
Q1 2024
Added 2.46%
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 13, 2024 Q1 2024 |
10,319
shares
|
$120,629
0.12% of portfolio
|
Q4 2023
New holding
|
|
Vontobel Holding Ltd.
|
May 10, 2024 Q1 2024 |
10,250
shares
|
$119,822
0.0% of portfolio
|
Q3 2022
New holding
|
|
Venture Visionary Partners LLC
|
May 13, 2024 Q1 2024 |
10,213
shares
|
$119,389
0.01% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Apr 10, 2024 Q1 2024 |
10,200
shares
|
$119,238
0.07% of portfolio
|
Q4 2023
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
10,162
shares
|
$118,793
0.0% of portfolio
|
Q1 2024
Added 0.4%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
10,030
shares
|
$117,250
0.01% of portfolio
|
Q1 2024
Reduced 37.53%
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2024 Q1 2024 |
10,000
shares
|
$116,900
0.03% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
Mattern Wealth Management LLC
|
May 13, 2024 Q1 2024 |
10,000
shares
|
$116,900
0.03% of portfolio
|
Q4 2023
Reduced 3.85%
|
|
Duncker Streett & CO Inc
|
Apr 23, 2024 Q1 2024 |
9,000
shares
|
$105,210
0.02% of portfolio
|
Q1 2024
Added 63.64%
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
8,655
shares
|
$101,176
0.05% of portfolio
|
Q1 2024
Added 1936.47%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
8,325
shares
|
$97,319
0.0% of portfolio
|
Q1 2024
Reduced 7.84%
|