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 |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,060
shares
|
$45,350
0.02% of portfolio
|
Q2 2025
Reduced 23.61%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,047
shares
|
$45,204
0.0% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
4,040
shares
|
$45,126
0.01% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
4,000
shares
|
$44,680
0.02% of portfolio
|
Q2 2018
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,860
shares
|
$43,116
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
3,805
shares
|
$42,501
0.02% of portfolio
|
Q2 2025
Reduced 69.81%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
3,617
shares
|
$40,401
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
3,535
shares
|
$39,485
0.01% of portfolio
|
Q1 2024
Reduced 40.84%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
3,500
shares
|
$39,095
0.03% of portfolio
|
Q2 2018
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
3,345
shares
|
$37,363
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,280
shares
|
$36,637
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,240
shares
|
$36,190
0.01% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,191
shares
|
$35,643
0.0% of portfolio
|
Q1 2025
Added 52.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,100
shares
|
$34,627
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
3,080
shares
|
$34,403
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
3,000
shares
|
$33,510
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,000
shares
|
$33,510
0.0% of portfolio
|
Q4 2023
Reduced 23.02%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
3,000
shares
|
$33,510
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2,972
shares
|
$33,197
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,888
shares
|
$32,258
0.02% of portfolio
|
Q2 2022
Reduced 72.92%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
2,775
shares
|
$30,996
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,580
shares
|
$28,818
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
2,578
shares
|
$28,796
0.02% of portfolio
|
Q2 2025
Reduced 19.71%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,525
shares
|
$28,204
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
2,506
shares
|
$27,992
0.0% of portfolio
|
Q2 2025
Reduced 3.21%
|