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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,400
shares
|
$26,808
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
2,386
shares
|
$26,651
0.0% of portfolio
|
Q2 2024
Added 45.05%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
2,370
shares
|
$26,472
0.01% of portfolio
|
Q2 2023
Reduced 47.57%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,312
shares
|
$25,825
0.02% of portfolio
|
Q2 2022
Reduced 73.76%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,100
shares
|
$23,457
0.0% of portfolio
|
Q1 2025
Reduced 46.7%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,048
shares
|
$22,876
0.0% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
2,000
shares
|
$22,340
0.0% of portfolio
|
Q1 2024
Reduced 26.87%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,000
shares
|
$22,340
0.01% of portfolio
|
Q1 2025
Reduced 39.85%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
1,966
shares
|
$21,960
0.01% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,861
shares
|
$20,787
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,839
shares
|
$20,541
0.02% of portfolio
|
Q4 2024
Reduced 85.76%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,783
shares
|
$19,916
0.0% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,756
shares
|
$19,614
0.0% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,752
shares
|
$19,569
0.01% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,608
shares
|
$17,961
0.01% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,589
shares
|
$17,749
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
1,570
shares
|
$17,536
0.0% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,554
shares
|
$17,358
0.0% of portfolio
|
Q2 2025
Reduced 32.73%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$16,755
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$16,755
0.0% of portfolio
|
Q2 2024
Reduced 75.33%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,479
shares
|
$16,520
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
1,337
shares
|
$14,934
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,273
shares
|
$14,219
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,206
shares
|
$13,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,200
shares
|
$13,404
0.0% of portfolio
|
Q1 2025
Reduced 74.58%
|