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 |
|---|---|---|---|---|---|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
55,253
shares
|
$627,674
0.28% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
54,335
shares
|
$617,245
0.01% of portfolio
|
Q3 2025
Reduced 25.51%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
54,276
shares
|
$616,575
0.18% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
53,586
shares
|
$608,736
0.06% of portfolio
|
Q3 2025
Added 33.77%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
52,997
shares
|
$602,045
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
52,959
shares
|
$601,614
0.01% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
51,979
shares
|
$590,481
0.01% of portfolio
|
Q3 2025
Reduced 13.9%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
51,704
shares
|
$587,357
0.23% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
51,582
shares
|
$585,971
0.42% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
48,604
shares
|
$552,141
0.02% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,089
shares
|
$534,931
0.02% of portfolio
|
Q3 2022
Reduced 7.68%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
46,850
shares
|
$532,216
0.05% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
45,993
shares
|
$522,480
0.18% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
45,850
shares
|
$520,856
0.0% of portfolio
|
Q3 2025
Added 80.58%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
45,099
shares
|
$512,324
0.44% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
42,415
shares
|
$481,834
0.49% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
42,085
shares
|
$478,085
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
41,622
shares
|
$472,825
0.01% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Stonebridge Advisors LLC
Wilton, CT |
Nov 04, 2025 Q3 2025 |
41,295
shares
|
$469,111
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
41,149
shares
|
$467,452
0.16% of portfolio
|
Q3 2025
Added 14.06%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
40,900
shares
|
$464,624
0.28% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
40,862
shares
|
$464,192
0.19% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
40,693
shares
|
$462,272
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
40,000
shares
|
$454,400
0.01% of portfolio
|
Q3 2025
Reduced 35.17%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
40,000
shares
|
$454,400
0.02% of portfolio
|
Q3 2025
Reduced 1.14%
|
|