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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
16,824
shares
|
$182,372
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
16,730
shares
|
$181,353
0.17% of portfolio
|
Q4 2022
Reduced 7.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
16,663
shares
|
$180,626
0.0% of portfolio
|
Q4 2024
Reduced 57.26%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
16,630
shares
|
$180,269
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,616
shares
|
$180,117
0.01% of portfolio
|
Q4 2024
Reduced 33.95%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
16,609
shares
|
$180,041
0.03% of portfolio
|
Q1 2023
Reduced 2.08%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
16,552
shares
|
$179,423
0.08% of portfolio
|
Q3 2023
Added 74.49%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
16,552
shares
|
$179,423
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
15,940
shares
|
$172,789
0.03% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
15,608
shares
|
$169,190
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
15,343
shares
|
$166,318
0.02% of portfolio
|
Q3 2024
Reduced 46.43%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
15,162
shares
|
$164,356
0.02% of portfolio
|
Q2 2022
Reduced 98.36%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
15,153
shares
|
$164,258
0.02% of portfolio
|
Q4 2024
Reduced 38.26%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
15,069
shares
|
$163,347
0.04% of portfolio
|
Q2 2018
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
15,002
shares
|
$162,621
0.02% of portfolio
|
Q4 2024
Reduced 27.2%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
15,000
shares
|
$162,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,000
shares
|
$162,600
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
14,987
shares
|
$162,459
0.01% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
14,828
shares
|
$160,735
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
14,658
shares
|
$158,892
0.16% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
14,200
shares
|
$153,928
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
13,716
shares
|
$148,681
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
13,628
shares
|
$147,727
0.0% of portfolio
|
Q4 2024
Reduced 24.52%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
13,628
shares
|
$147,727
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
13,571
shares
|
$147,109
0.05% of portfolio
|
Q3 2024
Reduced 5.72%
|