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 |
---|---|---|---|---|---|
Jdm Financial Group LLC
Encino, CA |
May 08, 2024 Q1 2024 |
2,370
shares
|
$27,705
0.02% of portfolio
|
Q2 2023
Reduced 47.57%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,312
shares
|
$27,027
0.02% of portfolio
|
Q2 2022
Reduced 73.76%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
2,300
shares
|
$26,887
0.01% of portfolio
|
Q1 2024
Reduced 53.49%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
2,000
shares
|
$23,380
0.0% of portfolio
|
Q1 2024
Reduced 26.87%
|
|
Cnb Bank
Clearfield, PA |
May 02, 2024 Q1 2024 |
1,945
shares
|
$22,737
0.01% of portfolio
|
Q2 2022
Reduced 57.21%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 19, 2024 Q1 2024 |
1,861
shares
|
$21,755
0.03% of portfolio
|
Q1 2024
New holding
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 02, 2024 Q1 2024 |
1,825
shares
|
$21,334
0.0% of portfolio
|
Q2 2023
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
1,787
shares
|
$20,890
0.0% of portfolio
|
Q1 2024
Added 16.57%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,783
shares
|
$20,843
0.0% of portfolio
|
Q4 2023
Added 1.83%
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
1,645
shares
|
$19,230
0.0% of portfolio
|
Q1 2024
Reduced 10.84%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 02, 2024 Q1 2024 |
1,634
shares
|
$19,101
0.02% of portfolio
|
Q3 2023
New holding
|
|
Future Financial Wealth Managment LLC
|
Apr 15, 2024 Q1 2024 |
1,618
shares
|
$18,914
0.01% of portfolio
|
Q1 2024
New holding
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 15, 2024 Q1 2024 |
1,570
shares
|
$18,353
0.0% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
1,560
shares
|
$18,236
0.0% of portfolio
|
Q1 2024
Reduced 54.98%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2024 Q1 2024 |
1,532
shares
|
$17,909
0.0% of portfolio
|
Q1 2024
Added 35.34%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 14, 2024 Q1 2024 |
1,500
shares
|
$17,535
0.0% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
1,479
shares
|
$17,289
0.0% of portfolio
|
Q4 2023
New holding
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
1,345
shares
|
$15,723
0.0% of portfolio
|
Q1 2024
Reduced 51.18%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2024 Q1 2024 |
1,337
shares
|
$15,629
0.01% of portfolio
|
Q1 2024
New holding
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 26, 2024 Q1 2024 |
1,240
shares
|
$14,495
0.0% of portfolio
|
Q1 2024
Reduced 92.41%
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 15, 2024 Q1 2024 |
1,166
shares
|
$13,630
0.01% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
Adirondack Trust CO
|
Apr 09, 2024 Q1 2024 |
1,150
shares
|
$13,443
0.01% of portfolio
|
Q3 2022
Added 228.57%
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
1,146
shares
|
$13,396
0.0% of portfolio
|
Q3 2023
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
1,000
shares
|
$11,690
0.0% of portfolio
|
Q1 2023
Reduced 37.5%
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
1,000
shares
|
$11,690
0.0% of portfolio
|
Q1 2023
Added 8990.91%
|