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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
846,024
shares
|
$9.45 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
811,128
shares
|
$9.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
716,037
shares
|
$8 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
675,578
shares
|
$7.55 Million
6.18% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
674,509
shares
|
$7.53 Million
0.05% of portfolio
|
Q1 2025
Added 14.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
667,273
shares
|
$7.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
660,337
shares
|
$7.38 Million
0.01% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
648,894
shares
|
$7.25 Million
1.54% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
619,572
shares
|
$6.92 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
616,576
shares
|
$6.89 Million
2.56% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
611,592
shares
|
$6.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 87.76%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
581,394
shares
|
$6.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
577,155
shares
|
$6.45 Million
1.61% of portfolio
|
Q4 2023
Added 2.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
573,282
shares
|
$6.4 Million
0.04% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
550,221
shares
|
$6.15 Million
0.18% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
535,948
shares
|
$5.99 Million
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
534,289
shares
|
$5.97 Million
1.34% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
531,518
shares
|
$5.94 Million
0.02% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
522,310
shares
|
$5.83 Million
0.05% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
481,270
shares
|
$5.38 Million
1.09% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
471,310
shares
|
$5.26 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
464,815
shares
|
$5.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
461,867
shares
|
$5.16 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
446,029
shares
|
$4.98 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
438,796
shares
|
$4.9 Million
0.98% of portfolio
|
Q1 2025
Added 0.91%
|