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 |
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
141,247
shares
|
$1.6 Million
1.38% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
131,620
shares
|
$1.49 Million
0.16% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
129,159
shares
|
$1.46 Million
0.17% of portfolio
|
Q4 2023
Added 72.03%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
125,878
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
123,383
shares
|
$1.4 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
123,210
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
122,774
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
121,946
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 57.71%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
121,345
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
119,226
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
118,591
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
117,513
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2020
Reduced 4.32%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
110,913
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
106,190
shares
|
$1.2 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
103,248
shares
|
$1.17 Million
0.45% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
100,029
shares
|
$1.13 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Aug 08, 2025 Q2 2025 |
100,000
shares
|
$1.13 Million
1.64% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
98,322
shares
|
$1.11 Million
0.84% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
93,630
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
92,811
shares
|
$1.05 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
83,483
shares
|
$945,862
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
82,640
shares
|
$936,311
0.07% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
80,060
shares
|
$907,079
0.18% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
76,776
shares
|
$869,872
0.0% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
75,000
shares
|
$849,750
0.04% of portfolio
|
Q2 2023
New holding
|