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 |
---|---|---|---|---|---|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
100,441
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2024
Added 5.85%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
99,514
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2024
Reduced 12.41%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
97,773
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2024
Added 5.95%
|
|
Albion Financial Group
|
Apr 19, 2024 Q1 2024 |
96,024
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2024
Added 8.67%
|
|
Gries Financial LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
95,895
shares
|
$1.11 Million
0.21% of portfolio
|
Q1 2024
Closed
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
94,139
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2024
Added 0.75%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
90,248
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Shufro Rose & CO LLC
|
May 08, 2024 Q1 2024 |
89,055
shares
|
$1.03 Million
0.09% of portfolio
|
Q1 2024
Reduced 15.83%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
88,292
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2024
Added 0.42%
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
82,896
shares
|
$959,935
0.0% of portfolio
|
Q2 2023
Added 0.71%
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 05, 2024 Q1 2024 |
81,713
shares
|
$946,236
0.31% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 08, 2024 Q1 2024 |
81,359
shares
|
$942,137
0.4% of portfolio
|
Q1 2024
Added 0.5%
|
|
Beta Wealth Group, Inc.
|
May 14, 2024 Q1 2024 |
78,755
shares
|
$911,982
0.49% of portfolio
|
Q1 2024
Reduced 54.72%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
78,660
shares
|
$910,882
0.04% of portfolio
|
Q1 2024
Added 279.58%
|
|
Gould Asset Management LLC
Claremont, CA |
May 03, 2024 Q1 2024 |
78,088
shares
|
$904,259
0.23% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
Independent Wealth Network Inc.
|
May 20, 2024 Q1 2024 |
76,991
shares
|
$891,555
0.45% of portfolio
|
Q1 2024
New holding
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
76,366
shares
|
$884,318
0.01% of portfolio
|
Q1 2024
Added 1.03%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
75,000
shares
|
$868,500
0.04% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
May 09, 2024 Q1 2024 |
75,000
shares
|
$868,500
1.71% of portfolio
|
Q1 2024
Added 2.74%
|
|
Gratus Capital LLC
|
May 13, 2024 Q1 2024 |
75,000
shares
|
$868,500
0.04% of portfolio
|
Q2 2023
New holding
|
|
Accel Wealth Management
|
Apr 19, 2024 Q1 2024 |
72,625
shares
|
$840,997
0.38% of portfolio
|
Q1 2024
Reduced 6.44%
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 14, 2024 Q1 2024 |
72,083
shares
|
$834,721
0.81% of portfolio
|
Q1 2024
Added 0.89%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
68,432
shares
|
$792,442
0.03% of portfolio
|
Q1 2024
Added 96.3%
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
68,262
shares
|
$790,473
0.07% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
Independence Bank Of Kentucky
|
Apr 16, 2024 Q1 2024 |
66,227
shares
|
$766,908
0.24% of portfolio
|
Q1 2024
Reduced 4.68%
|