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 526 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $2.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
1,938
shares
|
$22,500
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,839
shares
|
$21,350
0.02% of portfolio
|
Q4 2024
Reduced 85.76%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,783
shares
|
$20,700
0.0% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,756
shares
|
$20,387
0.0% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,726
shares
|
$20,038
0.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,570
shares
|
$18,227
0.0% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,566
shares
|
$18,181
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,500
shares
|
$17,415
0.0% of portfolio
|
Q2 2024
Reduced 75.33%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$17,415
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,479
shares
|
$17,171
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,464
shares
|
$16,997
0.0% of portfolio
|
Q4 2024
Reduced 38.59%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
1,337
shares
|
$15,522
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
1,273
shares
|
$14,779
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,250
shares
|
$14,512
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,206
shares
|
$14,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,146
shares
|
$13,305
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
1,108
shares
|
$12,863
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
1,052
shares
|
$12,213
0.0% of portfolio
|
Q2 2024
Added 715.5%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$11,610
0.0% of portfolio
|
Q1 2023
Added 8990.91%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
973
shares
|
$11,296
0.0% of portfolio
|
Q4 2024
Reduced 69.69%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
900
shares
|
$10,449
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
868
shares
|
$10,077
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
810
shares
|
$9,404
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
800
shares
|
$9,288
0.0% of portfolio
|
Q3 2024
Reduced 30.43%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
800
shares
|
$9,288
0.02% of portfolio
|
Q3 2021
New holding
|