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 504 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
83,508
shares
|
$932,784
0.03% of portfolio
|
Q1 2025
Reduced 52.27%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
83,483
shares
|
$932,505
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
81,107
shares
|
$905,965
0.02% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
80,812
shares
|
$902,670
0.01% of portfolio
|
Q1 2025
Reduced 60.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
80,504
shares
|
$899,229
0.01% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
77,195
shares
|
$862,268
0.18% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
76,776
shares
|
$857,587
0.0% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
75,000
shares
|
$837,750
0.04% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
75,000
shares
|
$837,750
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
74,676
shares
|
$834,130
0.36% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
73,935
shares
|
$825,853
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
71,608
shares
|
$799,861
0.2% of portfolio
|
Q2 2025
Added 25.29%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
71,438
shares
|
$797,962
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
71,110
shares
|
$794,298
0.04% of portfolio
|
Q1 2025
Added 170.66%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
70,093
shares
|
$782,938
0.02% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
70,000
shares
|
$781,900
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
69,099
shares
|
$771,835
0.17% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
68,977
shares
|
$770,473
0.07% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
65,082
shares
|
$726,965
0.06% of portfolio
|
Q1 2025
Added 83.4%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
63,529
shares
|
$709,618
0.21% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
61,700
shares
|
$689,189
0.04% of portfolio
|
Q4 2021
Added 47.96%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
61,500
shares
|
$686,955
0.01% of portfolio
|
Q3 2023
Reduced 18.66%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
61,494
shares
|
$686,887
0.11% of portfolio
|
Q1 2025
Added 178.05%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
61,267
shares
|
$684,352
1.05% of portfolio
|
Q3 2023
Reduced 1.51%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
61,042
shares
|
$681,839
0.22% of portfolio
|
Q2 2025
Reduced 5.83%
|