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 |
|---|---|---|---|---|---|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
15,069
shares
|
$171,183
0.03% of portfolio
|
Q2 2018
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
14,987
shares
|
$170,252
0.01% of portfolio
|
Q3 2025
Reduced 26.31%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
14,843
shares
|
$168,616
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
14,840
shares
|
$168,582
0.0% of portfolio
|
Q3 2025
Added 37.71%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
14,716
shares
|
$167,173
0.0% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
14,618
shares
|
$166,060
0.0% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
14,600
shares
|
$165,856
0.06% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
14,512
shares
|
$164,856
0.01% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
14,404
shares
|
$163,629
0.03% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
14,287
shares
|
$162,300
0.09% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
14,139
shares
|
$160,619
0.01% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
13,556
shares
|
$153,996
0.02% of portfolio
|
Q3 2025
Reduced 92.25%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
13,144
shares
|
$149,315
0.05% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
12,996
shares
|
$147,634
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
12,861
shares
|
$146,100
0.09% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
12,720
shares
|
$144,499
0.06% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
12,590
shares
|
$143,022
0.01% of portfolio
|
Q3 2025
Added 681.02%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
12,444
shares
|
$141,363
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
12,406
shares
|
$140,932
0.01% of portfolio
|
Q3 2025
Reduced 25.65%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
12,384
shares
|
$140,682
0.0% of portfolio
|
Q3 2025
Reduced 23.17%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
12,340
shares
|
$140,182
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
12,291
shares
|
$139,625
0.04% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
12,266
shares
|
$139,341
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
12,215
shares
|
$138,762
0.03% of portfolio
|
Q1 2024
Reduced 18.24%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
12,190
shares
|
$138,478
0.0% of portfolio
|
Q3 2024
Reduced 1.66%
|
|