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 524 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 $2.08 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Baker Avenue Asset Management, LP
|
May 10, 2024 Q1 2024 |
216,932
shares
|
$2.51 Million
0.09% of portfolio
|
Q1 2024
Added 2.61%
|
|
Gyl Financial Synergies, LLC
|
May 14, 2024 Q1 2024 |
212,703
shares
|
$2.46 Million
0.2% of portfolio
|
Q1 2024
Reduced 35.06%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
211,020
shares
|
$2.44 Million
0.04% of portfolio
|
Q1 2024
Added 16.42%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
207,188
shares
|
$2.4 Million
0.03% of portfolio
|
Q1 2024
Added 3.42%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
204,002
shares
|
$2.36 Million
0.12% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
195,358
shares
|
$2.26 Million
1.2% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
May 09, 2024 Q1 2024 |
195,070
shares
|
$2.26 Million
0.09% of portfolio
|
Q1 2024
Added 5.8%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
190,869
shares
|
$2.21 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.61%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
190,023
shares
|
$2.2 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
185,787
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2024
Added 3.61%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 10, 2024 Q1 2024 |
185,504
shares
|
$2.15 Million
0.09% of portfolio
|
Q1 2024
Reduced 2.48%
|
|
O'Rourke & Company, Inc
Boston, MA |
Apr 18, 2024 Q1 2024 |
184,212
shares
|
$2.13 Million
1.27% of portfolio
|
Q1 2024
Reduced 3.92%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
183,294
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.42%
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 22, 2024 Q1 2024 |
182,235
shares
|
$2.11 Million
1.87% of portfolio
|
Q1 2024
Added 34.54%
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 30, 2024 Q1 2024 |
180,298
shares
|
$2.09 Million
1.08% of portfolio
|
Q1 2024
Added 13.85%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
177,530
shares
|
$2.06 Million
0.01% of portfolio
|
Q1 2024
Added 28.27%
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2024 Q1 2024 |
176,154
shares
|
$2.04 Million
0.78% of portfolio
|
Q1 2024
Added 30.21%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
170,956
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.56%
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 12, 2024 Q1 2024 |
157,928
shares
|
$1.83 Million
1.08% of portfolio
|
Q1 2024
Reduced 3.32%
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2024 Q1 2024 |
157,642
shares
|
$1.83 Million
1.55% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
Howard Wealth Management, LLC
Madison, CT |
May 06, 2024 Q1 2024 |
157,566
shares
|
$1.82 Million
1.52% of portfolio
|
Q1 2024
Reduced 4.69%
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
157,460
shares
|
$1.82 Million
0.13% of portfolio
|
Q2 2024
Added 4.51%
|
|
Hilton Capital Management, LLC
|
May 10, 2024 Q1 2024 |
155,175
shares
|
$1.8 Million
0.17% of portfolio
|
Q1 2024
Added 231.22%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
153,980
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2024
Added 82.77%
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
151,292
shares
|
$1.75 Million
0.07% of portfolio
|
Q1 2024
Reduced 9.08%
|