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 514 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
20,842
shares
|
$239,683
0.01% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
20,607
shares
|
$236,980
0.03% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
20,601
shares
|
$236,911
0.01% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
20,511
shares
|
$235,876
0.02% of portfolio
|
Q3 2024
Added 16.77%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
20,370
shares
|
$234,255
0.04% of portfolio
|
Q3 2023
Added 3.23%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
20,363
shares
|
$234,174
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
19,848
shares
|
$228,252
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
19,778
shares
|
$227,447
0.05% of portfolio
|
Q2 2024
Added 52.37%
|
|
|
Cowen And Company, LLC
|
Nov 12, 2024 Q3 2024 |
19,700
shares
|
$226,550
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,696
shares
|
$226,504
0.09% of portfolio
|
Q1 2023
Reduced 3.59%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
19,686
shares
|
$226,389
0.02% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
19,625
shares
|
$225,687
0.05% of portfolio
|
Q4 2018
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
19,599
shares
|
$225,388
0.02% of portfolio
|
Q4 2023
Added 35.97%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
19,293
shares
|
$221,869
0.06% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
19,040
shares
|
$218,960
0.06% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
18,983
shares
|
$218,304
5.0% of portfolio
|
Q2 2023
Reduced 86.48%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,818
shares
|
$216,407
0.0% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
18,671
shares
|
$214,716
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
18,291
shares
|
$210,346
0.11% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
18,054
shares
|
$207,621
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
17,938
shares
|
$206,287
0.02% of portfolio
|
Q2 2024
Reduced 34.31%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
17,893
shares
|
$205,769
0.0% of portfolio
|
Q3 2024
Added 177.15%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
17,797
shares
|
$204,665
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
17,794
shares
|
$204,631
0.17% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
17,777
shares
|
$204,435
0.0% of portfolio
|
Q3 2024
New holding
|