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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
191,976
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
190,460
shares
|
$2.16 Million
0.65% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
185,017
shares
|
$2.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
176,424
shares
|
$2 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
174,742
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2025
Reduced 17.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
172,775
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
170,365
shares
|
$1.94 Million
1.6% of portfolio
|
Q3 2025
Added 20.61%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
167,868
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
164,154
shares
|
$1.86 Million
0.12% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
163,689
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
153,126
shares
|
$1.74 Million
1.5% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
147,317
shares
|
$1.67 Million
0.12% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
139,871
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2025
Added 23.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
138,503
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
138,089
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
133,629
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
133,152
shares
|
$1.51 Million
0.06% of portfolio
|
Q3 2025
Reduced 20.85%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
131,083
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 28.71%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
129,963
shares
|
$1.48 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
129,787
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
129,159
shares
|
$1.47 Million
0.17% of portfolio
|
Q4 2023
Added 72.03%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
127,734
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
126,565
shares
|
$1.44 Million
0.17% of portfolio
|
Q3 2025
Reduced 37.8%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
125,506
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
125,506
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.05%
|
|