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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
813,910
shares
|
$9.25 Million
0.02% of portfolio
|
Q3 2025
Added 56.7%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
796,525
shares
|
$9.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
789,123
shares
|
$8.96 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
692,093
shares
|
$7.86 Million
3.42% of portfolio
|
Q3 2025
Reduced 17.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
667,273
shares
|
$7.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
660,118
shares
|
$7.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.53%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
655,022
shares
|
$7.44 Million
2.53% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
634,580
shares
|
$7.21 Million
1.4% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
602,909
shares
|
$6.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
596,045
shares
|
$6.77 Million
2.12% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
577,155
shares
|
$6.56 Million
1.61% of portfolio
|
Q4 2023
Added 2.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
573,282
shares
|
$6.51 Million
0.04% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
547,692
shares
|
$6.22 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
535,487
shares
|
$6.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
508,239
shares
|
$5.77 Million
1.14% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
504,244
shares
|
$5.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
467,163
shares
|
$5.31 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
464,126
shares
|
$5.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
459,670
shares
|
$5.22 Million
1.23% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
452,361
shares
|
$5.14 Million
0.67% of portfolio
|
Q3 2025
Reduced 22.23%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
447,597
shares
|
$5.08 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
435,220
shares
|
$4.94 Million
1.15% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
430,944
shares
|
$4.9 Million
0.28% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
412,233
shares
|
$4.68 Million
1.44% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
410,030
shares
|
$4.66 Million
0.01% of portfolio
|
Q3 2025
Added 12.78%
|
|