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 476 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
25,421
shares
|
$288,782
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
25,389
shares
|
$288,419
0.01% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
25,345
shares
|
$287,919
0.07% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
25,221
shares
|
$286,510
0.22% of portfolio
|
Q3 2025
Reduced 17.22%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
25,169
shares
|
$285,919
0.26% of portfolio
|
Q3 2025
Reduced 20.58%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
24,824
shares
|
$282,000
0.07% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
24,761
shares
|
$281,284
0.03% of portfolio
|
Q4 2022
Added 65.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
24,603
shares
|
$279,490
0.0% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,502
shares
|
$278,342
0.14% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,279
shares
|
$275,809
0.01% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
24,142
shares
|
$274,253
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
23,627
shares
|
$268,402
0.11% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
23,560
shares
|
$267,641
0.04% of portfolio
|
Q3 2025
Reduced 32.12%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
23,272
shares
|
$264,369
0.03% of portfolio
|
Q4 2022
Reduced 11.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
23,208
shares
|
$263,642
0.01% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
23,013
shares
|
$261,427
0.03% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
22,905
shares
|
$260,200
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 28, 2025 Q3 2025 |
22,576
shares
|
$256,463
2.19% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
22,500
shares
|
$255,600
0.17% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
22,436
shares
|
$254,872
0.02% of portfolio
|
Q4 2022
Added 1.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
22,357
shares
|
$253,975
0.01% of portfolio
|
Q2 2025
Reduced 55.24%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
22,334
shares
|
$253,714
0.02% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
22,236
shares
|
$252,600
0.0% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
21,922
shares
|
$249,033
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
21,755
shares
|
$247,136
0.02% of portfolio
|
Q3 2025
Reduced 2.25%
|
|