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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,133
shares
|
$36,844
0.0% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,000
shares
|
$35,280
0.0% of portfolio
|
Q4 2023
Reduced 23.02%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
3,000
shares
|
$35,280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
2,962
shares
|
$34,833
0.0% of portfolio
|
Q2 2024
Reduced 35.44%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,888
shares
|
$33,962
0.02% of portfolio
|
Q2 2022
Reduced 72.92%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
2,836
shares
|
$33,351
0.01% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
2,775
shares
|
$32,634
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,580
shares
|
$30,340
0.0% of portfolio
|
Q3 2024
Reduced 72.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
2,525
shares
|
$29,694
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,518
shares
|
$29,611
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
2,467
shares
|
$29,011
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,400
shares
|
$28,224
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
2,386
shares
|
$28,059
0.01% of portfolio
|
Q2 2024
Added 45.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,384
shares
|
$28,035
0.0% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
2,370
shares
|
$27,871
0.02% of portfolio
|
Q2 2023
Reduced 47.57%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,312
shares
|
$27,189
0.02% of portfolio
|
Q2 2022
Reduced 73.76%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
2,243
shares
|
$26,377
0.01% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
2,173
shares
|
$25,554
0.0% of portfolio
|
Q2 2024
Reduced 14.95%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
2,000
shares
|
$23,520
0.0% of portfolio
|
Q1 2024
Reduced 26.87%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
1,861
shares
|
$21,885
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
1,825
shares
|
$21,462
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,783
shares
|
$20,968
0.0% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,722
shares
|
$20,250
0.0% of portfolio
|
Q3 2024
Added 10.38%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,701
shares
|
$20,003
0.01% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
1,570
shares
|
$18,463
0.0% of portfolio
|
Q4 2023
Reduced 5.54%
|