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 497 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
19,040
shares
|
$215,723
0.04% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
18,983
shares
|
$215,077
5.0% of portfolio
|
Q2 2023
Reduced 86.48%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
18,605
shares
|
$210,794
0.06% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
18,408
shares
|
$208,562
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
17,926
shares
|
$203,101
0.01% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
17,850
shares
|
$202,240
0.03% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,755
shares
|
$201,164
0.03% of portfolio
|
Q2 2025
Reduced 71.13%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
17,509
shares
|
$198,376
0.01% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
17,282
shares
|
$195,805
0.05% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,148
shares
|
$194,286
0.0% of portfolio
|
Q3 2024
Reduced 23.94%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
16,935
shares
|
$191,873
0.03% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
16,880
shares
|
$191,250
0.01% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
16,730
shares
|
$189,550
0.17% of portfolio
|
Q4 2022
Reduced 7.34%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
16,692
shares
|
$189,120
0.07% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
16,686
shares
|
$189,052
0.01% of portfolio
|
Q1 2025
Reduced 35.56%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
16,609
shares
|
$188,179
0.03% of portfolio
|
Q1 2023
Reduced 2.08%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
16,552
shares
|
$187,534
0.08% of portfolio
|
Q3 2023
Added 74.49%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
16,303
shares
|
$184,712
0.01% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
16,250
shares
|
$184,112
0.01% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
16,119
shares
|
$182,628
0.0% of portfolio
|
Q2 2025
Reduced 80.05%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
16,100
shares
|
$182,413
0.06% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
15,823
shares
|
$179,274
0.04% of portfolio
|
Q2 2025
Reduced 62.25%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
15,665
shares
|
$177,484
0.01% of portfolio
|
Q2 2025
Reduced 35.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
15,657
shares
|
$177,393
0.0% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
15,162
shares
|
$171,785
0.02% of portfolio
|
Q2 2022
Reduced 98.36%
|