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 475 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 |
|---|---|---|---|---|---|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
21,595
shares
|
$245,319
0.19% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
21,535
shares
|
$244,637
0.06% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
21,400
shares
|
$243,104
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
21,190
shares
|
$240,718
0.03% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
20,954
shares
|
$238,037
0.02% of portfolio
|
Q3 2025
Added 45.63%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
20,700
shares
|
$235,152
0.01% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
20,621
shares
|
$234,254
0.01% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
20,370
shares
|
$231,403
0.04% of portfolio
|
Q3 2023
Added 3.23%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,277
shares
|
$230,346
0.04% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
20,089
shares
|
$228,211
0.01% of portfolio
|
Q3 2025
Reduced 30.12%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
19,929
shares
|
$226,393
0.02% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
19,848
shares
|
$225,473
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,696
shares
|
$223,746
0.09% of portfolio
|
Q1 2023
Reduced 3.59%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
19,625
shares
|
$222,940
0.05% of portfolio
|
Q4 2018
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
19,599
shares
|
$222,644
0.02% of portfolio
|
Q4 2023
Added 35.97%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
19,353
shares
|
$219,850
0.03% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,335
shares
|
$219,645
0.03% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
19,293
shares
|
$219,168
0.06% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
19,250
shares
|
$218,680
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
19,040
shares
|
$216,294
0.05% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
18,983
shares
|
$215,646
5.0% of portfolio
|
Q2 2023
Reduced 86.48%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
18,757
shares
|
$213,079
0.02% of portfolio
|
Q3 2025
Reduced 25.36%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
18,605
shares
|
$211,352
0.06% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
18,583
shares
|
$211,102
0.0% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
18,380
shares
|
$208,796
0.0% of portfolio
|
Q3 2025
Reduced 4.25%
|
|