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 495 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $2.21 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 |
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
412,187
shares
|
$4.67 Million
1.52% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
407,975
shares
|
$4.62 Million
0.79% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
399,728
shares
|
$4.53 Million
0.06% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
398,596
shares
|
$4.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
390,385
shares
|
$4.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
376,110
shares
|
$4.26 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
363,558
shares
|
$4.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
306,874
shares
|
$3.48 Million
3.54% of portfolio
|
Q3 2023
Added 2.69%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
272,722
shares
|
$3.09 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
268,392
shares
|
$3.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.58%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
263,178
shares
|
$2.98 Million
0.04% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
257,400
shares
|
$2.92 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
255,975
shares
|
$2.9 Million
0.69% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
249,332
shares
|
$2.82 Million
0.09% of portfolio
|
Q1 2025
Reduced 39.57%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
244,667
shares
|
$2.77 Million
0.21% of portfolio
|
Q2 2025
Added 116.06%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
241,109
shares
|
$2.73 Million
1.42% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
227,445
shares
|
$2.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 49.95%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
222,207
shares
|
$2.52 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
214,012
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Added 316.97%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
205,191
shares
|
$2.32 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
203,478
shares
|
$2.31 Million
0.27% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
202,047
shares
|
$2.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
201,771
shares
|
$2.29 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
197,955
shares
|
$2.24 Million
0.07% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
197,073
shares
|
$2.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.43%
|