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 523 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 $2.07 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 23, 2024 Q1 2024 |
48,181
shares
|
$557,935
0.23% of portfolio
|
Q1 2024
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
47,654
shares
|
$551,833
0.02% of portfolio
|
Q1 2024
Added 234.67%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
47,259
shares
|
$547,259
0.0% of portfolio
|
Q1 2024
Added 8.12%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,089
shares
|
$545,290
0.02% of portfolio
|
Q3 2022
Reduced 7.68%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
46,541
shares
|
$538,944
0.0% of portfolio
|
Q1 2024
Reduced 42.8%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
45,609
shares
|
$528,152
0.06% of portfolio
|
Q1 2024
Added 17.42%
|
|
Rockland Trust CO
|
Apr 11, 2024 Q1 2024 |
44,860
shares
|
$519,478
0.03% of portfolio
|
Q1 2024
Added 0.42%
|
|
Bristlecone Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
44,180
shares
|
$511,604
0.05% of portfolio
|
Q2 2023
Added 274.22%
|
|
Paragon Private Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
44,125
shares
|
$510,967
0.32% of portfolio
|
Q4 2023
Reduced 6.78%
|
|
Lion Street Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
43,477
shares
|
$503,463
0.2% of portfolio
|
Q4 2023
Added 2.37%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
43,443
shares
|
$503,069
0.03% of portfolio
|
Q1 2024
Added 3.34%
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2024 Q1 2024 |
43,177
shares
|
$499,989
0.48% of portfolio
|
Q1 2024
Reduced 1.19%
|
|
Narwhal Capital Management
|
Apr 26, 2024 Q1 2024 |
43,000
shares
|
$497,940
0.05% of portfolio
|
Q1 2024
Reduced 6.52%
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2024 Q1 2024 |
42,371
shares
|
$490,656
0.0% of portfolio
|
Q1 2024
Reduced 39.13%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
41,546
shares
|
$481,102
0.04% of portfolio
|
Q1 2024
Reduced 4.76%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
41,195
shares
|
$477,038
0.08% of portfolio
|
Q1 2024
Reduced 3.95%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
41,009
shares
|
$474,884
0.01% of portfolio
|
Q1 2024
Added 0.31%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 14, 2024 Q1 2024 |
40,944
shares
|
$474,131
0.07% of portfolio
|
Q1 2024
New holding
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 10, 2024 Q1 2024 |
40,527
shares
|
$469,302
0.31% of portfolio
|
Q1 2024
New holding
|
|
Argus Investors' Counsel, Inc.
|
Apr 24, 2024 Q1 2024 |
40,289
shares
|
$466,546
0.3% of portfolio
|
Q4 2023
Added 0.68%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
40,148
shares
|
$464,913
0.05% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
Cibc World Market Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
40,113
shares
|
$464,508
0.0% of portfolio
|
Q1 2024
New holding
|
|
Prudential PLC
London, England, X0 |
May 14, 2024 Q1 2024 |
40,000
shares
|
$463,200
0.0% of portfolio
|
Q1 2021
Reduced 33.33%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
39,214
shares
|
$454,098
0.01% of portfolio
|
Q1 2024
Added 160.66%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
37,816
shares
|
$437,909
0.01% of portfolio
|
Q1 2024
Reduced 10.75%
|