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 |
|---|---|---|---|---|---|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
406,637
shares
|
$4.62 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
400,000
shares
|
$4.54 Million
1.32% of portfolio
|
Q2 2025
Added 1928.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
389,731
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
382,831
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2025
Added 110.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
369,294
shares
|
$4.2 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
306,874
shares
|
$3.49 Million
3.54% of portfolio
|
Q3 2023
Added 2.69%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
306,267
shares
|
$3.48 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
289,547
shares
|
$3.29 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
284,870
shares
|
$3.24 Million
0.04% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
271,980
shares
|
$3.09 Million
0.06% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
264,813
shares
|
$3.01 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
247,338
shares
|
$2.81 Million
0.37% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
244,181
shares
|
$2.77 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
244,161
shares
|
$2.77 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
241,109
shares
|
$2.74 Million
1.42% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
218,692
shares
|
$2.48 Million
0.85% of portfolio
|
Q3 2025
Added 19.25%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
207,349
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
206,971
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 48.88%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
206,223
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
205,428
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
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
|
Dec 02, 2025 Q3 2025 |
201,490
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
197,824
shares
|
$2.25 Million
0.58% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
195,358
shares
|
$2.22 Million
1.2% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
192,127
shares
|
$2.18 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.51%
|
|