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 |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
13,460
shares
|
$145,906
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
13,257
shares
|
$143,705
0.07% of portfolio
|
Q1 2025
Reduced 67.55%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
13,177
shares
|
$142,838
0.13% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
13,100
shares
|
$142,004
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
13,085
shares
|
$141,841
0.0% of portfolio
|
Q1 2025
Reduced 36.87%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
12,938
shares
|
$140,247
0.06% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
12,629
shares
|
$136,898
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
12,620
shares
|
$136,800
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
12,605
shares
|
$136,638
0.06% of portfolio
|
Q2 2024
Added 312.87%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Apr 15, 2025 Q1 2025 |
12,494
shares
|
$135,434
0.1% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,458
shares
|
$135,044
0.0% of portfolio
|
Q4 2024
Reduced 39.53%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
12,444
shares
|
$134,892
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
12,266
shares
|
$132,963
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
12,229
shares
|
$132,562
0.05% of portfolio
|
Q1 2025
Reduced 29.66%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
12,215
shares
|
$132,410
0.03% of portfolio
|
Q1 2024
Reduced 18.24%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
12,190
shares
|
$132,139
0.0% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
12,105
shares
|
$131,218
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
12,093
shares
|
$131,088
0.01% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
12,061
shares
|
$130,741
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
11,900
shares
|
$128,996
0.01% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
11,838
shares
|
$128,323
0.05% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
11,804
shares
|
$127,955
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
11,790
shares
|
$127,803
0.04% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
11,764
shares
|
$127,521
0.14% of portfolio
|
Q4 2024
Reduced 17.02%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
11,686
shares
|
$126,676
0.11% of portfolio
|
Q4 2024
Reduced 34.33%
|