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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
18,227
shares
|
$207,058
0.01% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
18,100
shares
|
$205,616
0.05% of portfolio
|
Q3 2025
Reduced 16.23%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
18,054
shares
|
$205,093
0.0% of portfolio
|
Q3 2025
Added 3067.37%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
17,708
shares
|
$201,162
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
17,359
shares
|
$197,198
0.0% of portfolio
|
Q3 2025
Reduced 20.38%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
17,282
shares
|
$196,323
0.04% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,148
shares
|
$194,801
0.0% of portfolio
|
Q3 2024
Reduced 23.94%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
16,968
shares
|
$192,756
0.03% of portfolio
|
Q3 2025
Reduced 17.3%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
16,892
shares
|
$191,893
0.01% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
16,880
shares
|
$191,756
0.01% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
16,730
shares
|
$190,052
0.17% of portfolio
|
Q4 2022
Reduced 7.34%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
16,724
shares
|
$189,984
0.07% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
16,669
shares
|
$189,359
0.03% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
16,609
shares
|
$188,678
0.03% of portfolio
|
Q1 2023
Reduced 2.08%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
16,552
shares
|
$188,030
0.08% of portfolio
|
Q3 2023
Added 74.49%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
16,359
shares
|
$185,838
0.01% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
16,250
shares
|
$184,600
0.01% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
16,093
shares
|
$182,816
0.0% of portfolio
|
Q3 2025
Reduced 56.31%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
15,993
shares
|
$181,680
0.03% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
15,600
shares
|
$177,216
0.06% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
15,578
shares
|
$176,966
0.0% of portfolio
|
Q3 2025
Added 23.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
15,416
shares
|
$175,125
0.0% of portfolio
|
Q3 2025
Added 174.11%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
15,243
shares
|
$173,160
0.03% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
15,162
shares
|
$172,240
0.02% of portfolio
|
Q2 2022
Reduced 98.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
15,146
shares
|
$172,058
0.0% of portfolio
|
Q3 2025
Reduced 38.22%
|
|