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 514 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,832
shares
|
$67,068
0.03% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,577
shares
|
$64,135
0.0% of portfolio
|
Q3 2024
Added 139325.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,552
shares
|
$52,348
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,542
shares
|
$52,233
0.01% of portfolio
|
Q2 2023
Reduced 17.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,463
shares
|
$51,324
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
4,430
shares
|
$50,945
0.05% of portfolio
|
Q3 2024
Reduced 15.09%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
4,429
shares
|
$50,933
0.02% of portfolio
|
Q1 2024
Reduced 4.32%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,258
shares
|
$48,967
0.05% of portfolio
|
Q3 2024
Reduced 58.74%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
4,000
shares
|
$46,000
0.02% of portfolio
|
Q2 2018
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
3,954
shares
|
$45,471
0.01% of portfolio
|
Q3 2024
Added 163.6%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,940
shares
|
$45,310
0.01% of portfolio
|
Q3 2024
Added 49150.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
3,871
shares
|
$44,516
0.0% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
3,725
shares
|
$42,837
0.0% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,675
shares
|
$42,262
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
3,625
shares
|
$41,687
0.0% of portfolio
|
Q3 2023
Reduced 24.24%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
3,617
shares
|
$41,595
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
3,535
shares
|
$40,652
0.01% of portfolio
|
Q1 2024
Reduced 40.84%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
3,500
shares
|
$40,250
0.04% of portfolio
|
Q2 2018
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,405
shares
|
$39,157
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
3,345
shares
|
$38,467
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,325
shares
|
$38,237
0.01% of portfolio
|
Q3 2024
Reduced 50.25%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
3,247
shares
|
$37,340
0.0% of portfolio
|
Q4 2023
Added 968.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,210
shares
|
$36,915
0.0% of portfolio
|
Q3 2024
Reduced 49.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,133
shares
|
$36,029
0.0% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,000
shares
|
$34,500
0.0% of portfolio
|
Q4 2023
Reduced 23.02%
|