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 476 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
122,156
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
121,170
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.22%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
118,725
shares
|
$1.35 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
117,513
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2020
Reduced 4.32%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
116,658
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
112,879
shares
|
$1.28 Million
0.45% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
110,208
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.4%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
108,886
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
106,413
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
106,197
shares
|
$1.21 Million
0.28% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
105,868
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
100,000
shares
|
$1.14 Million
2.13% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
98,648
shares
|
$1.12 Million
0.81% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
90,116
shares
|
$1.02 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
86,145
shares
|
$978,607
0.03% of portfolio
|
Q3 2025
Reduced 15.86%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
84,365
shares
|
$958,386
0.21% of portfolio
|
Q3 2025
Reduced 31.62%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
83,483
shares
|
$948,366
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
80,622
shares
|
$915,865
0.23% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
79,533
shares
|
$903,494
0.02% of portfolio
|
Q4 2025
Added 14.64%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
75,645
shares
|
$859,327
0.04% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
75,008
shares
|
$852,090
0.16% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
75,000
shares
|
$852,000
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
75,000
shares
|
$852,000
0.04% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
73,063
shares
|
$829,995
0.01% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
72,532
shares
|
$823,963
0.0% of portfolio
|
Q3 2025
Reduced 14.21%
|
|