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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
65,973,646
shares
|
$749 Million
0.05% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
14,748,780
shares
|
$168 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
7,844,881
shares
|
$89.1 Million
0.01% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
6,512,414
shares
|
$74 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,437,063
shares
|
$50.4 Million
0.0% of portfolio
|
Q3 2025
Added 30.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,077,835
shares
|
$46.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.75%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,044,589
shares
|
$45.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.41%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 27, 2025 Q3 2025 |
3,633,270
shares
|
$41.3 Million
96.45% of portfolio
|
Q3 2025
Reduced 22.19%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
3,482,718
shares
|
$39.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,248,788
shares
|
$36.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,050,046
shares
|
$34.6 Million
0.16% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,901,409
shares
|
$33 Million
0.01% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,717,090
shares
|
$19.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,616,028
shares
|
$18.4 Million
0.03% of portfolio
|
Q3 2024
Added 16.9%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
1,550,907
shares
|
$17.6 Million
0.94% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,331,975
shares
|
$15.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,312,229
shares
|
$14.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Nov 12, 2025 Q3 2025 |
1,245,561
shares
|
$14.1 Million
7.08% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,216,444
shares
|
$13.8 Million
0.19% of portfolio
|
Q3 2025
Added 54.46%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,092,414
shares
|
$12.4 Million
0.33% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,061,804
shares
|
$12.1 Million
0.05% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,019,952
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
903,062
shares
|
$10.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
881,283
shares
|
$10 Million
0.07% of portfolio
|
Q3 2025
Added 51.58%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
879,203
shares
|
$9.99 Million
0.01% of portfolio
|
Q3 2025
Added 1.1%
|
|