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 519 institutions that hold shares in the stock, with a total of 209 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
28,778
shares
|
$311,953
0.07% of portfolio
|
Q4 2024
Added 45.51%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
28,433
shares
|
$308,213
0.03% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
28,235
shares
|
$306,067
0.02% of portfolio
|
Q4 2024
Added 30.12%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
27,878
shares
|
$302,197
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
27,590
shares
|
$299,075
0.25% of portfolio
|
Q2 2018
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 14, 2025 Q1 2025 |
27,510
shares
|
$298,208
0.01% of portfolio
|
Q1 2025
Reduced 80.95%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
27,276
shares
|
$295,671
0.46% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
27,176
shares
|
$294,587
0.0% of portfolio
|
Q4 2024
Reduced 60.69%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
26,936
shares
|
$291,986
0.01% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
26,802
shares
|
$290,533
0.01% of portfolio
|
Q1 2025
Added 1730.74%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
26,713
shares
|
$289,568
0.02% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
26,505
shares
|
$287,314
0.0% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
26,273
shares
|
$284,799
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
26,186
shares
|
$283,856
0.01% of portfolio
|
Q1 2024
Reduced 60.43%
|
|
|
Landaas & CO
Milwaukee, WI |
Feb 27, 2025 Q4 2024 |
25,987
shares
|
$281,699
0.08% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
25,892
shares
|
$280,669
0.01% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
25,785
shares
|
$279,509
0.08% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
25,564
shares
|
$277,113
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
25,207
shares
|
$273,243
0.2% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
24,762
shares
|
$268,420
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
24,761
shares
|
$268,409
0.03% of portfolio
|
Q4 2022
Added 65.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
24,661
shares
|
$267,325
0.04% of portfolio
|
Q1 2025
Reduced 23.52%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
24,535
shares
|
$265,959
0.01% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
24,516
shares
|
$265,753
0.0% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
24,510
shares
|
$265,688
0.13% of portfolio
|
Q4 2024
Reduced 4.45%
|