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 |
---|---|---|---|---|---|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2024 Q1 2024 |
117
shares
|
$1,354
0.0% of portfolio
|
Q1 2024
Added 34.48%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
108
shares
|
$1,250
0.0% of portfolio
|
Q1 2024
Added 86.21%
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 13, 2024 Q1 2024 |
100
shares
|
$1,158
0.0% of portfolio
|
Q1 2020
New holding
|
|
Oakworth Capital, Inc.
|
Apr 22, 2024 Q1 2024 |
89
shares
|
$1,030
0.0% of portfolio
|
Q3 2023
New holding
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 13, 2024 Q1 2024 |
89
shares
|
$1,030
0.0% of portfolio
|
Q1 2024
Added 1.14%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
88
shares
|
$1,019
0.0% of portfolio
|
Q4 2023
Reduced 29.03%
|
|
First Personal Financial Services
|
Apr 25, 2024 Q1 2024 |
86
shares
|
$995
0.0% of portfolio
|
Q1 2024
New holding
|
|
Aspect Partners, LLC
Fairfax, VA |
May 17, 2024 Q1 2024 |
75
shares
|
$868
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
72
shares
|
$833
0.0% of portfolio
|
Q4 2022
Reduced 80.43%
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
64
shares
|
$741
0.0% of portfolio
|
Q3 2021
New holding
|
|
Psi Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
61
shares
|
$706
0.0% of portfolio
|
Q4 2021
New holding
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 16, 2024 Q4 2023 |
59
shares
|
$683
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
42
shares
|
$486
0.0% of portfolio
|
Q1 2024
New holding
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 17, 2024 Q1 2024 |
35
shares
|
$405
0.0% of portfolio
|
Q1 2023
New holding
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
21
shares
|
$243
0.0% of portfolio
|
Q1 2021
New holding
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
18
shares
|
$208
0.0% of portfolio
|
Q4 2023
New holding
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
14
shares
|
$162
0.0% of portfolio
|
Q2 2023
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
7
shares
|
$81
0.0% of portfolio
|
Q4 2023
New holding
|
|
Goal Vest Advisory LLC
|
Apr 15, 2024 Q1 2024 |
1
shares
|
$11
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Horizon Financial Services, LLC
|
Apr 26, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|