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 |
---|---|---|---|---|---|
S.A. Mason LLC
|
Apr 15, 2024 Q1 2024 |
8,155
shares
|
$95,331
0.06% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 15, 2024 Q1 2024 |
8,093
shares
|
$94,607
0.9% of portfolio
|
Q3 2023
New holding
|
|
Private Ocean, LLC
|
Apr 17, 2024 Q1 2024 |
7,920
shares
|
$92,584
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
7,827
shares
|
$91,497
0.02% of portfolio
|
Q1 2024
Reduced 28.99%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
7,804
shares
|
$91,228
0.04% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
7,586
shares
|
$88,680
0.0% of portfolio
|
Q3 2023
Added 6.38%
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2024 Q1 2024 |
7,236
shares
|
$84,588
0.04% of portfolio
|
Q3 2023
Added 2126.46%
|
|
Palouse Capital Management, Inc.
|
May 15, 2024 Q1 2024 |
6,956
shares
|
$81,315
0.05% of portfolio
|
Q1 2024
New holding
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
6,769
shares
|
$79,129
0.05% of portfolio
|
Q1 2024
Added 0.09%
|
|
Running Point Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
6,720
shares
|
$78,556
0.04% of portfolio
|
Q4 2023
Reduced 24.76%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
6,531
shares
|
$76,347
0.01% of portfolio
|
Q1 2024
Reduced 22.87%
|
|
Bangor Savings Bank
Bangor, ME |
Apr 11, 2024 Q1 2024 |
6,500
shares
|
$75,985
0.01% of portfolio
|
Q1 2023
Reduced 23.53%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
6,456
shares
|
$75,470
0.0% of portfolio
|
Q2 2023
Added 343.41%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,456
shares
|
$75,470
0.0% of portfolio
|
Q2 2023
Added 343.41%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
6,081
shares
|
$71,086
0.02% of portfolio
|
Q1 2024
Reduced 8.47%
|
|
Carmichael Hill & Associates, Inc.
|
Apr 24, 2024 Q1 2024 |
5,832
shares
|
$68,176
0.03% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 03, 2024 Q1 2024 |
5,614
shares
|
$65,627
0.01% of portfolio
|
Q1 2024
Reduced 30.9%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
5,575
shares
|
$65,171
0.0% of portfolio
|
Q3 2023
Reduced 3.56%
|
|
Piscataqua Savings Bank
|
Apr 18, 2024 Q1 2024 |
5,217
shares
|
$60,986
0.05% of portfolio
|
Q1 2024
Reduced 30.2%
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
4,588
shares
|
$53,633
0.01% of portfolio
|
Q1 2024
Reduced 20.13%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,542
shares
|
$53,095
0.01% of portfolio
|
Q2 2023
Reduced 17.52%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 13, 2024 Q1 2024 |
4,429
shares
|
$51,775
0.02% of portfolio
|
Q1 2024
Reduced 4.32%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
4,078
shares
|
$47,671
0.0% of portfolio
|
Q1 2024
Added 96.25%
|
|
Peoples Financial Services Corp.
|
Apr 17, 2024 Q1 2024 |
4,000
shares
|
$46,760
0.02% of portfolio
|
Q2 2018
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
3,924
shares
|
$45,871
0.0% of portfolio
|
Q1 2024
Reduced 0.68%
|