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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
51,704
shares
|
$594,596
0.23% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
50,570
shares
|
$581,555
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
49,306
shares
|
$567,019
0.0% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
49,012
shares
|
$563,638
0.27% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
48,891
shares
|
$562,246
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
48,304
shares
|
$555,496
0.03% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
47,872
shares
|
$550,528
0.36% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
47,423
shares
|
$545,364
0.29% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,089
shares
|
$541,523
0.02% of portfolio
|
Q3 2022
Reduced 7.68%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
44,822
shares
|
$515,453
0.0% of portfolio
|
Q3 2024
Reduced 59.17%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
44,180
shares
|
$508,070
0.04% of portfolio
|
Q2 2023
Added 274.22%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
43,000
shares
|
$494,500
0.05% of portfolio
|
Q1 2024
Reduced 6.52%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
42,392
shares
|
$487,508
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
42,077
shares
|
$483,885
0.47% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
41,525
shares
|
$477,537
0.04% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
41,447
shares
|
$476,640
0.24% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
40,382
shares
|
$464,393
0.18% of portfolio
|
Q2 2024
Reduced 7.12%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
40,172
shares
|
$461,978
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
39,960
shares
|
$459,540
0.05% of portfolio
|
Q2 2024
Added 12.68%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
39,777
shares
|
$457,435
0.29% of portfolio
|
Q3 2024
Reduced 55.93%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
39,147
shares
|
$450,190
0.02% of portfolio
|
Q3 2024
Added 94.69%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
39,062
shares
|
$449,213
0.32% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
38,991
shares
|
$448,396
0.01% of portfolio
|
Q3 2024
Reduced 20.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
38,533
shares
|
$443,129
0.01% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,777
shares
|
$434,435
0.02% of portfolio
|
Q4 2023
New holding
|