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 |
|---|---|---|---|---|---|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
209
shares
|
$2,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
200
shares
|
$2,234
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
185
shares
|
$2,066
0.0% of portfolio
|
Q1 2025
Reduced 31.73%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
174
shares
|
$1,943
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
172
shares
|
$1,921
0.0% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
160
shares
|
$1,787
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
129
shares
|
$1,440
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
94
shares
|
$1,049
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
92
shares
|
$1,027
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
86
shares
|
$960
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
75
shares
|
$837
0.0% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
72
shares
|
$804
0.0% of portfolio
|
Q4 2022
Reduced 80.43%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
66
shares
|
$737
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
61
shares
|
$681
0.0% of portfolio
|
Q1 2025
Reduced 57.93%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
60
shares
|
$670
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
59
shares
|
$659
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
50
shares
|
$558
0.0% of portfolio
|
Q2 2024
Reduced 21.88%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
42
shares
|
$469
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
34
shares
|
$379
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
25
shares
|
$279
0.0% of portfolio
|
Q2 2024
Reduced 94.48%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
21
shares
|
$234
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
14
shares
|
$156
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
13
shares
|
$145
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
13
shares
|
$145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6
shares
|
$67
0.0% of portfolio
|
Q4 2024
Reduced 99.85%
|