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 516 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
160,816
shares
|
$1.89 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
159,863
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
156,372
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
152,804
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
151,479
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2024
Added 29.37%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
148,930
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
147,885
shares
|
$1.74 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
146,833
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
146,447
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
138,832
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
135,226
shares
|
$1.59 Million
0.76% of portfolio
|
Q3 2024
Reduced 11.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
134,167
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
129,159
shares
|
$1.52 Million
0.17% of portfolio
|
Q4 2023
Added 72.03%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
127,637
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
118,402
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
118,318
shares
|
$1.39 Million
0.1% of portfolio
|
Q3 2024
Added 26.24%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
117,795
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Added 25.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
117,513
shares
|
$1.38 Million
0.06% of portfolio
|
Q2 2020
Reduced 4.32%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
112,619
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
107,452
shares
|
$1.26 Million
0.33% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
105,153
shares
|
$1.24 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
104,992
shares
|
$1.23 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
103,643
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 268.53%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 13, 2024 Q4 2019 |
99,759
shares
|
$1.17 Million
0.66% of portfolio
|
Q4 2019
New holding
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
99,523
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 6.26%
|