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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
11,539
shares
|
$125,082
0.01% of portfolio
|
Q4 2024
Reduced 18.44%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
11,331
shares
|
$122,828
0.04% of portfolio
|
Q4 2024
Reduced 19.94%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
11,296
shares
|
$122,448
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
11,201
shares
|
$121,418
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
11,167
shares
|
$121,050
0.04% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
11,090
shares
|
$120,215
0.01% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
11,064
shares
|
$119,933
0.08% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
11,000
shares
|
$119,240
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
10,907
shares
|
$118,231
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
10,820
shares
|
$117,288
0.07% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
10,800
shares
|
$117,072
0.03% of portfolio
|
Q3 2024
Reduced 21.74%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
10,636
shares
|
$115,294
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
10,524
shares
|
$114,080
0.0% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
10,465
shares
|
$113,440
0.0% of portfolio
|
Q1 2023
Reduced 6.85%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
10,375
shares
|
$112,465
0.05% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
10,295
shares
|
$111,597
0.0% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
10,285
shares
|
$111,489
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
10,250
shares
|
$111,110
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
10,216
shares
|
$110,741
0.0% of portfolio
|
Q4 2024
Reduced 54.18%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,202
shares
|
$110,589
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
10,200
shares
|
$110,568
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
10,177
shares
|
$110,318
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
10,095
shares
|
$109,429
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
10,050
shares
|
$108,942
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$108,400
0.04% of portfolio
|
Q4 2024
New holding
|