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 523 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 $2.07 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
810
shares
|
$9,379
0.0% of portfolio
|
Q3 2023
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
800
shares
|
$9,264
0.02% of portfolio
|
Q3 2021
New holding
|
|
M&R Capital Management Inc
|
Jul 02, 2024 Q2 2024 |
799
shares
|
$9,252
0.0% of portfolio
|
Q4 2023
Reduced 10.22%
|
|
Pacific Capital Wealth Advisors, Inc
|
May 15, 2024 Q1 2024 |
785
shares
|
$9,090
0.0% of portfolio
|
Q4 2023
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
743
shares
|
$8,603
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
741
shares
|
$8,580
0.0% of portfolio
|
Q1 2024
Reduced 45.35%
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
704
shares
|
$8,152
0.0% of portfolio
|
Q1 2022
Added 0.14%
|
|
Aspire Private Capital, LLC
|
Apr 18, 2024 Q1 2024 |
558
shares
|
$6,461
0.0% of portfolio
|
Q1 2024
Added 6.08%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
556
shares
|
$6,438
0.01% of portfolio
|
Q1 2024
New holding
|
|
Richardson Financial Services Inc.
Medway, MA |
May 03, 2024 Q1 2024 |
500
shares
|
$5,790
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
500
shares
|
$5,790
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wolff Wiese Magana LLC
|
Apr 18, 2024 Q1 2024 |
453
shares
|
$5,245
0.0% of portfolio
|
Q1 2022
Reduced 13.88%
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
453
shares
|
$5,245
0.0% of portfolio
|
Q1 2022
Reduced 91.7%
|
|
Montag A & Associates Inc
Atlanta, GA |
May 07, 2024 Q1 2024 |
419
shares
|
$4,852
0.0% of portfolio
|
Q1 2024
Reduced 55.61%
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 29, 2024 Q1 2024 |
417
shares
|
$4,828
0.0% of portfolio
|
Q1 2024
New holding
|
|
Motco
|
May 09, 2024 Q1 2024 |
360
shares
|
$4,168
0.0% of portfolio
|
Q1 2024
New holding
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 12, 2024 Q1 2024 |
332
shares
|
$3,844
0.0% of portfolio
|
Q1 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
242
shares
|
$2,802
0.0% of portfolio
|
Q4 2023
Reduced 64.09%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
200
shares
|
$2,316
0.0% of portfolio
|
Q1 2023
Reduced 39.58%
|
|
Pacifica Partners Inc.
|
Apr 12, 2024 Q1 2024 |
200
shares
|
$2,316
0.0% of portfolio
|
Q2 2021
New holding
|
|
Concord Wealth Partners
|
Apr 30, 2024 Q1 2024 |
188
shares
|
$2,177
0.0% of portfolio
|
Q4 2023
Reduced 51.42%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
174
shares
|
$2,014
0.0% of portfolio
|
Q3 2022
New holding
|
|
Delta Asset Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
160
shares
|
$1,852
0.0% of portfolio
|
Q4 2022
New holding
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Apr 25, 2024 Q1 2024 |
146
shares
|
$1,690
0.0% of portfolio
|
Q1 2024
New holding
|
|
Webster Bank, N. A.
|
Apr 16, 2024 Q1 2024 |
129
shares
|
$1,493
0.0% of portfolio
|
Q1 2021
New holding
|