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 525 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $2.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
30,843
shares
|
$357,470
0.03% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
30,801
shares
|
$356,983
0.03% of portfolio
|
Q4 2024
Reduced 81.89%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
30,320
shares
|
$351,408
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
30,000
shares
|
$347,700
0.04% of portfolio
|
Q3 2023
Reduced 17.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
29,412
shares
|
$340,885
0.01% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
28,778
shares
|
$333,537
0.07% of portfolio
|
Q4 2024
Added 45.51%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
28,433
shares
|
$329,538
0.03% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
28,235
shares
|
$327,243
0.02% of portfolio
|
Q4 2024
Added 30.12%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
27,949
shares
|
$323,928
0.07% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
27,878
shares
|
$323,106
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
27,677
shares
|
$320,776
0.03% of portfolio
|
Q4 2024
Added 23.34%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
27,590
shares
|
$319,768
0.25% of portfolio
|
Q2 2018
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
27,276
shares
|
$316,128
0.46% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
27,176
shares
|
$314,969
0.0% of portfolio
|
Q4 2024
Reduced 60.69%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
27,126
shares
|
$314,390
0.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
26,713
shares
|
$309,603
0.02% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
26,505
shares
|
$307,192
0.0% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
26,273
shares
|
$304,504
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
26,186
shares
|
$303,495
0.01% of portfolio
|
Q1 2024
Reduced 60.43%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
25,987
shares
|
$301,189
0.09% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
25,892
shares
|
$300,088
0.01% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
25,785
shares
|
$298,848
0.08% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
25,207
shares
|
$292,149
0.2% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
25,069
shares
|
$290,549
0.07% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
24,762
shares
|
$286,991
0.01% of portfolio
|
Q4 2024
Added 0.49%
|