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 |
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
56,602
shares
|
$641,300
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
56,459
shares
|
$639,680
0.19% of portfolio
|
Q2 2025
Reduced 15.13%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
56,400
shares
|
$639,012
0.47% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
56,383
shares
|
$638,819
0.02% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
55,874
shares
|
$633,052
0.28% of portfolio
|
Q2 2025
Added 24.62%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
55,248
shares
|
$625,959
0.02% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
55,082
shares
|
$624,079
0.32% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
55,074
shares
|
$623,988
0.0% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
53,988
shares
|
$611,684
0.48% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
53,599
shares
|
$607,276
0.02% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
52,997
shares
|
$600,456
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
52,406
shares
|
$593,759
0.0% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
51,704
shares
|
$585,806
0.23% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
50,700
shares
|
$574,431
0.18% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
48,604
shares
|
$550,683
0.03% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
48,574
shares
|
$550,343
0.01% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
48,158
shares
|
$545,630
0.0% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
47,108
shares
|
$533,733
0.2% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,089
shares
|
$533,518
0.02% of portfolio
|
Q3 2022
Reduced 7.68%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
45,900
shares
|
$520,047
0.34% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
44,370
shares
|
$502,712
0.02% of portfolio
|
Q1 2025
Reduced 94.31%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
43,925
shares
|
$497,670
0.01% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
43,805
shares
|
$496,310
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
43,169
shares
|
$489,104
0.36% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
42,742
shares
|
$484,266
0.16% of portfolio
|
Q2 2025
Reduced 14.05%
|