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 |
---|---|---|---|---|---|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
150,400
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2024
Reduced 46.25%
|
|
Old National Bancorp
|
Apr 15, 2024 Q1 2024 |
145,562
shares
|
$1.69 Million
0.04% of portfolio
|
Q1 2024
Reduced 14.49%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
143,211
shares
|
$1.66 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
139,852
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.05%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
135,593
shares
|
$1.57 Million
0.03% of portfolio
|
Q1 2024
Reduced 43.99%
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
134,252
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.3%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
131,581
shares
|
$1.52 Million
0.03% of portfolio
|
Q1 2024
Reduced 10.18%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
129,159
shares
|
$1.5 Million
0.17% of portfolio
|
Q4 2023
Added 72.03%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
126,828
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.21%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
117,513
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2020
Reduced 4.32%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
117,108
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2024
Reduced 38.52%
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
115,382
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
114,290
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2024
Added 7.98%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
109,968
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2024
Added 2.32%
|
|
Fifth Third Securities, Inc.
|
Apr 17, 2024 Q1 2024 |
109,850
shares
|
$1.27 Million
0.13% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2024 Q1 2024 |
109,532
shares
|
$1.27 Million
0.26% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Community Financial Services Group, LLC
Newport, VT |
Apr 23, 2024 Q1 2024 |
108,804
shares
|
$1.26 Million
0.29% of portfolio
|
Q1 2024
Reduced 87.38%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
108,465
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2024
Added 21.26%
|
|
Beam Wealth Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
108,385
shares
|
$1.26 Million
0.78% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
Shulman De Meo Asset Management LLC
|
Apr 15, 2024 Q1 2024 |
107,587
shares
|
$1.25 Million
0.34% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
105,871
shares
|
$1.23 Million
1.01% of portfolio
|
Q1 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
103,384
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 37.99%
|
|
Balanced Wealth Group LLC
Westlake, OH |
May 13, 2024 Q1 2024 |
102,321
shares
|
$1.18 Million
0.52% of portfolio
|
Q1 2024
Added 29.56%
|
|
Asset Management One Co., Ltd.
|
May 02, 2024 Q1 2024 |
101,487
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.3%
|
|
Madison Wealth Partners, Inc
|
Apr 29, 2024 Q1 2024 |
100,811
shares
|
$1.17 Million
0.44% of portfolio
|
Q1 2024
Reduced 2.19%
|