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 514 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
70,590
shares
|
$811,785
0.06% of portfolio
|
Q3 2024
Added 91.25%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
70,289
shares
|
$808,323
0.02% of portfolio
|
Q3 2024
Reduced 31.54%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
69,129
shares
|
$794,983
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
67,432
shares
|
$775,468
0.02% of portfolio
|
Q2 2024
Reduced 53.67%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
65,354
shares
|
$751,571
0.67% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
63,719
shares
|
$732,768
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
62,530
shares
|
$719,095
0.02% of portfolio
|
Q3 2024
Added 385.97%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
62,371
shares
|
$717,266
0.62% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
61,700
shares
|
$709,550
0.05% of portfolio
|
Q4 2021
Added 47.96%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
61,500
shares
|
$707,250
0.01% of portfolio
|
Q3 2023
Reduced 18.66%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
61,267
shares
|
$704,570
1.05% of portfolio
|
Q3 2023
Reduced 1.51%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
60,724
shares
|
$698,326
0.01% of portfolio
|
Q3 2024
Added 51.97%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
60,545
shares
|
$696,267
0.18% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
60,098
shares
|
$691,127
0.04% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
59,817
shares
|
$687,895
0.26% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
58,244
shares
|
$669,806
0.27% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
56,392
shares
|
$648,508
0.15% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
55,357
shares
|
$636,605
0.22% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
55,300
shares
|
$635,950
0.19% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
55,049
shares
|
$633,063
0.09% of portfolio
|
Q3 2024
Added 34.45%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
53,400
shares
|
$614,100
0.43% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
53,368
shares
|
$613,732
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
52,574
shares
|
$604,601
0.18% of portfolio
|
Q3 2024
Added 53.89%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
52,480
shares
|
$603,520
0.03% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
51,858
shares
|
$596,367
0.0% of portfolio
|
Q3 2024
Added 10.97%
|