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 |
---|---|---|---|---|---|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,777
shares
|
$437,457
0.02% of portfolio
|
Q4 2023
New holding
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
37,701
shares
|
$436,577
0.04% of portfolio
|
Q1 2024
Added 9.27%
|
|
Friedenthal Financial
|
Apr 25, 2024 Q1 2024 |
37,161
shares
|
$430,324
0.3% of portfolio
|
Q1 2024
Reduced 4.23%
|
|
Northstar Advisory Group, LLC
|
May 13, 2024 Q1 2024 |
36,714
shares
|
$425,148
0.26% of portfolio
|
Q1 2024
Added 4.9%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
35,463
shares
|
$410,661
0.05% of portfolio
|
Q1 2024
Reduced 5.04%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
35,437
shares
|
$410,360
0.0% of portfolio
|
Q1 2024
Added 32.08%
|
|
Buck Wealth Strategies, LLC
Denver, CO |
May 03, 2024 Q1 2024 |
34,560
shares
|
$400,204
0.14% of portfolio
|
Q1 2024
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
34,386
shares
|
$398,189
0.01% of portfolio
|
Q1 2024
Added 1.19%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
33,591
shares
|
$388,983
0.0% of portfolio
|
Q1 2024
Reduced 80.87%
|
|
J. W. Coons Advisors, LLC
|
May 08, 2024 Q1 2024 |
32,930
shares
|
$381,329
0.07% of portfolio
|
Q1 2024
Reduced 10.2%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
32,882
shares
|
$380,773
0.01% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
32,876
shares
|
$380,704
0.04% of portfolio
|
Q1 2024
Added 5.28%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
32,569
shares
|
$377,149
0.0% of portfolio
|
Q1 2024
Reduced 19.17%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
32,512
shares
|
$376,488
0.01% of portfolio
|
Q1 2024
Added 1.97%
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2024 Q1 2024 |
32,349
shares
|
$374,601
0.32% of portfolio
|
Q1 2024
New holding
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
31,791
shares
|
$368,139
0.01% of portfolio
|
Q4 2023
Added 0.96%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 15, 2024 Q1 2024 |
31,547
shares
|
$365,314
0.59% of portfolio
|
Q1 2024
Added 0.12%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
31,405
shares
|
$363,669
0.02% of portfolio
|
Q1 2024
Added 273.42%
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
31,277
shares
|
$362,187
0.62% of portfolio
|
Q3 2022
Added 11.48%
|
|
Team Hewins, LLC
Redwood City, CA |
May 03, 2024 Q1 2024 |
31,206
shares
|
$361,365
0.05% of portfolio
|
Q1 2024
New holding
|
|
Worth Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
30,946
shares
|
$358,354
0.24% of portfolio
|
Q1 2024
Added 23.43%
|
|
Patriot Investment Management Inc.
|
Apr 16, 2024 Q1 2024 |
30,688
shares
|
$355,367
0.03% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
Rda Financial Network
|
Apr 11, 2024 Q1 2024 |
30,650
shares
|
$354,927
0.13% of portfolio
|
Q1 2024
Reduced 16.37%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
30,646
shares
|
$354,880
0.02% of portfolio
|
Q1 2024
New holding
|
|
Apella Capital, LLC
|
Apr 10, 2024 Q1 2024 |
30,541
shares
|
$353,664
0.02% of portfolio
|
Q1 2024
Reduced 1.72%
|