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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
15,000
shares
|
$173,850
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
14,987
shares
|
$173,699
0.01% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
14,483
shares
|
$167,857
0.18% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
14,200
shares
|
$164,578
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
13,628
shares
|
$157,948
0.0% of portfolio
|
Q4 2024
Reduced 24.52%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
13,628
shares
|
$157,948
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
13,571
shares
|
$157,287
0.05% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
13,460
shares
|
$156,001
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
13,177
shares
|
$152,721
0.13% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
13,100
shares
|
$151,829
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
12,938
shares
|
$149,951
0.06% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
12,629
shares
|
$146,370
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
12,620
shares
|
$146,265
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
12,605
shares
|
$146,091
0.06% of portfolio
|
Q2 2024
Added 312.87%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
12,444
shares
|
$144,225
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
12,355
shares
|
$143,194
0.1% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
12,266
shares
|
$142,162
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
12,215
shares
|
$141,571
0.03% of portfolio
|
Q1 2024
Reduced 18.24%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
12,190
shares
|
$141,282
0.0% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
12,105
shares
|
$140,296
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
12,093
shares
|
$140,157
0.01% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
12,061
shares
|
$139,786
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
11,900
shares
|
$137,921
0.01% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
11,838
shares
|
$137,202
0.05% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
11,804
shares
|
$136,808
0.0% of portfolio
|
Q4 2024
Added 0.07%
|