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 |
|---|---|---|---|---|---|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Nov 12, 2025 Q3 2025 |
31,111
shares
|
$353,420
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
31,050
shares
|
$352,728
0.1% of portfolio
|
Q3 2025
Reduced 38.76%
|
|
|
Edge Wealth Management LLC
|
Oct 14, 2025 Q3 2025 |
30,145
shares
|
$342,447
0.07% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
30,000
shares
|
$340,800
0.04% of portfolio
|
Q3 2023
Reduced 17.83%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
29,938
shares
|
$340,095
0.01% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
29,778
shares
|
$338,278
0.07% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
29,541
shares
|
$335,585
0.01% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
29,527
shares
|
$335,426
0.02% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
29,388
shares
|
$333,847
0.0% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
29,272
shares
|
$332,529
0.16% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
29,250
shares
|
$332,280
0.0% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
28,698
shares
|
$326,009
0.0% of portfolio
|
Q3 2025
Added 29.71%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
28,070
shares
|
$318,875
0.69% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
27,893
shares
|
$316,864
0.19% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
27,590
shares
|
$313,422
0.25% of portfolio
|
Q2 2018
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
27,473
shares
|
$312,093
0.0% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
27,198
shares
|
$308,969
0.02% of portfolio
|
Q3 2025
Reduced 12.13%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
27,018
shares
|
$306,924
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
26,915
shares
|
$305,754
0.13% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
26,628
shares
|
$302,494
0.01% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
26,403
shares
|
$299,938
0.0% of portfolio
|
Q3 2025
Added 17.43%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
26,186
shares
|
$297,472
0.01% of portfolio
|
Q1 2024
Reduced 60.43%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
26,110
shares
|
$296,609
0.01% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
25,987
shares
|
$295,212
0.07% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
25,827
shares
|
$293,394
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|