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 |
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
31,277
shares
|
$354,368
0.62% of portfolio
|
Q3 2022
Added 11.48%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
31,121
shares
|
$352,600
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
31,109
shares
|
$352,464
0.04% of portfolio
|
Q1 2025
Reduced 14.43%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
30,951
shares
|
$350,674
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
30,933
shares
|
$350,470
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
30,799
shares
|
$348,952
0.01% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
30,749
shares
|
$348,386
0.01% of portfolio
|
Q2 2025
Reduced 63.18%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
30,634
shares
|
$347,083
0.18% of portfolio
|
Q1 2025
Added 21.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
30,416
shares
|
$344,613
0.0% of portfolio
|
Q1 2025
Reduced 28.79%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
30,145
shares
|
$341,542
0.07% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
30,000
shares
|
$339,900
0.04% of portfolio
|
Q3 2023
Reduced 17.83%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
29,778
shares
|
$337,384
0.07% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
29,388
shares
|
$332,966
0.0% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
29,144
shares
|
$330,201
0.02% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
28,916
shares
|
$327,618
0.2% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
28,823
shares
|
$326,564
0.02% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
28,748
shares
|
$325,714
0.01% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
28,417
shares
|
$321,964
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
27,827
shares
|
$315,279
0.02% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
27,802
shares
|
$314,996
0.01% of portfolio
|
Q2 2025
Reduced 47.69%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
27,640
shares
|
$313,161
0.74% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
27,590
shares
|
$312,594
0.25% of portfolio
|
Q2 2018
New holding
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 21, 2025 Q2 2025 |
27,145
shares
|
$307,552
2.46% of portfolio
|
Q2 2025
Reduced 37.17%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
27,047
shares
|
$306,442
0.01% of portfolio
|
Q1 2025
Added 134.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
26,812
shares
|
$303,779
0.01% of portfolio
|
Q2 2025
Added 10.07%
|