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 |
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
500
shares
|
$5,665
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
500
shares
|
$5,665
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
500
shares
|
$5,665
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
455
shares
|
$5,155
0.0% of portfolio
|
Q2 2025
Added 48.21%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
453
shares
|
$5,132
0.0% of portfolio
|
Q1 2022
Reduced 13.88%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
449
shares
|
$5,087
0.0% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
447
shares
|
$5,064
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
441
shares
|
$4,996
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
399
shares
|
$4,520
0.0% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
320
shares
|
$3,625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
314
shares
|
$3,557
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
209
shares
|
$2,367
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
200
shares
|
$2,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
174
shares
|
$1,971
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
172
shares
|
$1,948
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
160
shares
|
$1,812
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
158
shares
|
$1,790
0.0% of portfolio
|
Q2 2025
Reduced 97.69%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
129
shares
|
$1,461
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
95
shares
|
$1,076
0.0% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
94
shares
|
$1,065
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
88
shares
|
$997
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
86
shares
|
$974
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
80
shares
|
$906
0.0% of portfolio
|
Q2 2025
Reduced 53.49%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
72
shares
|
$815
0.0% of portfolio
|
Q4 2022
Reduced 80.43%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
72
shares
|
$815
0.0% of portfolio
|
Q2 2025
New holding
|