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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
71,428
shares
|
$811,422
0.0% of portfolio
|
Q3 2025
Added 471.24%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
70,395
shares
|
$799,687
0.18% of portfolio
|
Q2 2025
Reduced 21.87%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
70,381
shares
|
$799,528
0.26% of portfolio
|
Q3 2025
Added 82.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
70,146
shares
|
$796,858
0.01% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
69,378
shares
|
$788,134
0.02% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
68,357
shares
|
$776,535
0.07% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
64,217
shares
|
$729,505
0.0% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
61,938
shares
|
$703,615
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
61,500
shares
|
$698,640
0.01% of portfolio
|
Q3 2023
Reduced 18.66%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
61,267
shares
|
$695,993
1.05% of portfolio
|
Q3 2023
Reduced 1.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
61,257
shares
|
$695,879
0.0% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
60,545
shares
|
$687,791
0.18% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
60,416
shares
|
$686,325
0.11% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
59,637
shares
|
$677,476
0.01% of portfolio
|
Q3 2025
Added 19.03%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
59,349
shares
|
$674,204
0.03% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
59,290
shares
|
$673,534
0.02% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
58,356
shares
|
$662,924
0.02% of portfolio
|
Q3 2025
Added 356.98%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
58,263
shares
|
$661,867
0.21% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
57,766
shares
|
$656,221
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
56,543
shares
|
$642,328
0.46% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
56,527
shares
|
$642,146
0.02% of portfolio
|
Q3 2025
Added 260.85%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
56,309
shares
|
$639,670
0.22% of portfolio
|
Q3 2025
Reduced 14.64%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
56,240
shares
|
$638,886
0.02% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
56,056
shares
|
$636,796
0.02% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
55,348
shares
|
$628,753
0.31% of portfolio
|
Q3 2025
Added 0.48%
|
|