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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
4,316
shares
|
$49,029
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,202
shares
|
$47,734
0.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,190
shares
|
$47,598
0.0% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
4,000
shares
|
$45,440
0.02% of portfolio
|
Q2 2018
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,885
shares
|
$44,133
0.01% of portfolio
|
Q3 2025
Added 753.85%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
3,805
shares
|
$43,224
0.02% of portfolio
|
Q2 2025
Reduced 69.81%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
3,617
shares
|
$41,089
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
3,500
shares
|
$39,760
0.03% of portfolio
|
Q2 2018
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
3,345
shares
|
$37,999
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,280
shares
|
$37,260
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,240
shares
|
$36,806
0.01% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
3,178
shares
|
$36,102
0.01% of portfolio
|
Q3 2025
Reduced 21.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,100
shares
|
$35,216
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
3,080
shares
|
$34,988
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
3,000
shares
|
$34,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,000
shares
|
$34,080
0.0% of portfolio
|
Q4 2023
Reduced 23.02%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,888
shares
|
$32,807
0.02% of portfolio
|
Q2 2022
Reduced 72.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,884
shares
|
$32,762
0.0% of portfolio
|
Q3 2025
Reduced 88.77%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
2,775
shares
|
$31,524
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,759
shares
|
$31,342
0.0% of portfolio
|
Q3 2025
Added 36.79%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
2,578
shares
|
$29,286
0.02% of portfolio
|
Q2 2025
Reduced 19.71%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
2,525
shares
|
$28,684
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
2,506
shares
|
$28,468
0.0% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
2,459
shares
|
$27,934
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,386
shares
|
$27,104
0.0% of portfolio
|
Q3 2025
Added 9.65%
|
|