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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
2,370
shares
|
$26,923
0.01% of portfolio
|
Q2 2023
Reduced 47.57%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,312
shares
|
$26,264
0.02% of portfolio
|
Q2 2022
Reduced 73.76%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,217
shares
|
$25,185
0.01% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
2,024
shares
|
$22,992
0.01% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$22,720
0.0% of portfolio
|
Q1 2025
Reduced 39.85%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,989
shares
|
$22,595
0.0% of portfolio
|
Q3 2025
Reduced 75.91%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,861
shares
|
$21,140
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,839
shares
|
$20,891
0.02% of portfolio
|
Q4 2024
Reduced 85.76%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,835
shares
|
$20,845
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,803
shares
|
$20,482
0.01% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,783
shares
|
$20,254
0.0% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
1,736
shares
|
$19,720
0.0% of portfolio
|
Q3 2025
Reduced 97.16%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
1,577
shares
|
$17,914
0.0% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
1,570
shares
|
$17,835
0.0% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$17,040
0.0% of portfolio
|
Q2 2024
Reduced 75.33%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
1,500
shares
|
$17,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,479
shares
|
$16,801
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
1,400
shares
|
$15,904
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
1,385
shares
|
$15,733
0.01% of portfolio
|
Q3 2025
Reduced 14.51%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
1,337
shares
|
$15,188
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
1,275
shares
|
$14,484
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
1,206
shares
|
$13,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,200
shares
|
$13,632
0.0% of portfolio
|
Q1 2025
Reduced 74.58%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,200
shares
|
$13,632
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,170
shares
|
$13,291
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|