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 |
|---|---|---|---|---|---|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
17,282
shares
|
$200,298
0.06% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
17,241
shares
|
$199,823
0.03% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
17,187
shares
|
$199,197
0.11% of portfolio
|
Q4 2024
Reduced 56.79%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,148
shares
|
$198,745
0.0% of portfolio
|
Q3 2024
Reduced 23.94%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
16,824
shares
|
$194,990
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
16,730
shares
|
$193,900
0.17% of portfolio
|
Q4 2022
Reduced 7.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
16,663
shares
|
$193,124
0.0% of portfolio
|
Q4 2024
Reduced 57.26%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
16,630
shares
|
$192,741
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,616
shares
|
$192,579
0.01% of portfolio
|
Q4 2024
Reduced 33.95%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
16,609
shares
|
$192,498
0.03% of portfolio
|
Q1 2023
Reduced 2.08%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
16,552
shares
|
$191,837
0.08% of portfolio
|
Q3 2023
Added 74.49%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
16,552
shares
|
$191,837
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
16,541
shares
|
$191,710
0.03% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
16,480
shares
|
$191,003
0.07% of portfolio
|
Q4 2024
Reduced 22.55%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
16,387
shares
|
$189,925
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
15,940
shares
|
$184,744
0.03% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
15,789
shares
|
$182,994
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
15,608
shares
|
$180,896
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
15,343
shares
|
$177,825
0.02% of portfolio
|
Q3 2024
Reduced 46.43%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
15,162
shares
|
$175,727
0.02% of portfolio
|
Q2 2022
Reduced 98.36%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
15,153
shares
|
$175,623
0.02% of portfolio
|
Q4 2024
Reduced 38.26%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
15,129
shares
|
$175,345
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
15,069
shares
|
$174,649
0.04% of portfolio
|
Q2 2018
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
15,002
shares
|
$173,873
0.02% of portfolio
|
Q4 2024
Reduced 27.2%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,000
shares
|
$173,850
0.03% of portfolio
|
Q4 2024
New holding
|