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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
174
shares
|
$1,976
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
160
shares
|
$1,817
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
148
shares
|
$1,681
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
129
shares
|
$1,465
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
97
shares
|
$1,101
0.0% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
94
shares
|
$1,067
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
86
shares
|
$976
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
80
shares
|
$908
0.0% of portfolio
|
Q2 2025
Reduced 53.49%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
72
shares
|
$817
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
72
shares
|
$817
0.0% of portfolio
|
Q4 2022
Reduced 80.43%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
66
shares
|
$749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
60
shares
|
$681
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
54
shares
|
$613
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
49
shares
|
$556
0.0% of portfolio
|
Q2 2025
Reduced 46.74%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
42
shares
|
$477
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
30
shares
|
$340
0.0% of portfolio
|
Q3 2025
Reduced 93.32%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
25
shares
|
$284
0.0% of portfolio
|
Q2 2024
Reduced 94.48%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
14
shares
|
$159
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
13
shares
|
$147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
13
shares
|
$147
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3
shares
|
$34
0.0% of portfolio
|
Q2 2025
Reduced 96.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|