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 |
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
75,000
shares
|
$849,750
0.04% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
73,834
shares
|
$836,539
0.01% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
72,941
shares
|
$826,421
0.02% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
71,608
shares
|
$811,318
0.2% of portfolio
|
Q2 2025
Added 25.29%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
71,438
shares
|
$809,392
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
70,572
shares
|
$799,580
0.01% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
70,395
shares
|
$797,575
0.19% of portfolio
|
Q2 2025
Reduced 21.87%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
70,093
shares
|
$794,153
0.02% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
70,000
shares
|
$793,100
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
69,099
shares
|
$782,891
0.17% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
68,977
shares
|
$781,509
0.07% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
67,415
shares
|
$763,811
0.19% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
65,967
shares
|
$747,406
0.27% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
65,082
shares
|
$737,379
0.06% of portfolio
|
Q1 2025
Added 83.4%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
65,062
shares
|
$737,152
0.15% of portfolio
|
Q2 2025
Reduced 35.85%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
61,700
shares
|
$699,061
0.02% of portfolio
|
Q4 2021
Added 47.96%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
61,500
shares
|
$696,795
0.01% of portfolio
|
Q3 2023
Reduced 18.66%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
61,494
shares
|
$696,727
0.11% of portfolio
|
Q1 2025
Added 178.05%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
61,267
shares
|
$694,155
1.05% of portfolio
|
Q3 2023
Reduced 1.51%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
61,042
shares
|
$691,605
0.22% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
60,545
shares
|
$685,974
0.18% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
60,368
shares
|
$683,969
0.01% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
59,790
shares
|
$677,420
0.0% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
59,384
shares
|
$672,820
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
58,258
shares
|
$660,063
0.11% of portfolio
|
Q2 2025
Added 4.17%
|