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 497 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
3,080
shares
|
$34,896
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
3,000
shares
|
$33,990
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,000
shares
|
$33,990
0.0% of portfolio
|
Q4 2023
Reduced 23.02%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2,972
shares
|
$33,672
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,888
shares
|
$32,721
0.02% of portfolio
|
Q2 2022
Reduced 72.92%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
2,851
shares
|
$32,301
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
2,775
shares
|
$31,440
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
2,611
shares
|
$29,582
0.01% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
2,578
shares
|
$29,208
0.02% of portfolio
|
Q2 2025
Reduced 19.71%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,525
shares
|
$28,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
2,506
shares
|
$28,392
0.0% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$27,192
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
2,370
shares
|
$26,852
0.01% of portfolio
|
Q2 2023
Reduced 47.57%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,312
shares
|
$26,194
0.02% of portfolio
|
Q2 2022
Reduced 73.76%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
2,176
shares
|
$24,654
0.0% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,100
shares
|
$23,793
0.0% of portfolio
|
Q1 2025
Reduced 46.7%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
2,048
shares
|
$23,203
0.0% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,000
shares
|
$22,660
0.01% of portfolio
|
Q1 2025
Reduced 39.85%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
2,000
shares
|
$22,660
0.0% of portfolio
|
Q1 2024
Reduced 26.87%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
1,995
shares
|
$22,603
0.01% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,861
shares
|
$21,085
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,839
shares
|
$20,835
0.02% of portfolio
|
Q4 2024
Reduced 85.76%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,783
shares
|
$20,201
0.0% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,777
shares
|
$20,133
0.01% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
1,620
shares
|
$18,354
0.01% of portfolio
|
Q2 2025
Added 0.75%
|