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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
35,269
shares
|
$393,954
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
35,120
shares
|
$392,290
0.0% of portfolio
|
Q1 2025
Reduced 63.15%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
34,710
shares
|
$387,710
0.06% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
34,303
shares
|
$383,164
0.2% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
33,895
shares
|
$378,607
0.01% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
33,879
shares
|
$378,428
0.03% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
33,374
shares
|
$372,787
0.03% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
32,992
shares
|
$368,520
0.18% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
32,882
shares
|
$367,291
0.01% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
32,271
shares
|
$360,467
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
31,580
shares
|
$352,748
0.18% of portfolio
|
Q1 2025
Reduced 54.37%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
31,476
shares
|
$351,586
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
31,277
shares
|
$349,364
0.62% of portfolio
|
Q3 2022
Added 11.48%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
31,121
shares
|
$347,621
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
31,109
shares
|
$347,487
0.04% of portfolio
|
Q1 2025
Reduced 14.43%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
30,951
shares
|
$345,722
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
30,933
shares
|
$345,521
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
30,634
shares
|
$342,181
0.18% of portfolio
|
Q1 2025
Added 21.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
30,416
shares
|
$339,746
0.0% of portfolio
|
Q1 2025
Reduced 28.79%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
30,145
shares
|
$336,719
0.07% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
30,000
shares
|
$335,100
0.04% of portfolio
|
Q3 2023
Reduced 17.83%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
29,414
shares
|
$328,554
0.01% of portfolio
|
Q1 2025
Reduced 90.96%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
29,335
shares
|
$327,671
0.01% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
29,144
shares
|
$325,538
0.02% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
29,006
shares
|
$323,997
0.02% of portfolio
|
Q1 2025
Added 8.58%
|