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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
48,158
shares
|
$537,924
0.0% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
47,635
shares
|
$532,082
0.02% of portfolio
|
Q1 2025
Added 68.71%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
47,254
shares
|
$527,827
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
47,108
shares
|
$526,196
0.2% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,089
shares
|
$525,984
0.02% of portfolio
|
Q3 2022
Reduced 7.68%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
45,900
shares
|
$512,703
0.34% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
44,370
shares
|
$495,612
0.02% of portfolio
|
Q1 2025
Reduced 94.31%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
44,180
shares
|
$493,490
0.04% of portfolio
|
Q2 2023
Added 274.22%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
43,805
shares
|
$489,301
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Apr 28, 2025 Q1 2025 |
43,207
shares
|
$482,622
2.44% of portfolio
|
Q1 2025
Reduced 76.88%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
43,169
shares
|
$482,197
0.36% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
42,292
shares
|
$472,401
0.44% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
41,936
shares
|
$468,425
0.46% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
41,899
shares
|
$468,011
0.05% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
41,015
shares
|
$458,137
0.15% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
40,862
shares
|
$456,428
0.22% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
39,842
shares
|
$445,035
0.02% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
39,780
shares
|
$444,342
0.08% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
37,831
shares
|
$422,572
0.01% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,777
shares
|
$421,969
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
37,754
shares
|
$421,712
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
37,669
shares
|
$420,762
0.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
36,531
shares
|
$408,051
0.0% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
36,076
shares
|
$402,968
0.14% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
35,447
shares
|
$395,942
0.03% of portfolio
|
Q2 2025
Added 0.57%
|