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 |
|---|---|---|---|---|---|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
12,154
shares
|
$138,069
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
11,804
shares
|
$134,093
0.09% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
11,764
shares
|
$133,639
0.02% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
11,725
shares
|
$133,196
0.1% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,540
shares
|
$131,094
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
11,486
shares
|
$130,480
0.06% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,433
shares
|
$129,878
0.01% of portfolio
|
Q1 2025
Reduced 59.79%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
11,334
shares
|
$128,754
0.1% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
11,098
shares
|
$126,073
0.0% of portfolio
|
Q3 2025
Reduced 18.03%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
11,069
shares
|
$125,743
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
11,000
shares
|
$124,960
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
10,972
shares
|
$124,641
0.03% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
10,961
shares
|
$124,516
0.02% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
10,739
shares
|
$121,995
0.08% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
10,568
shares
|
$120,052
0.0% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
10,559
shares
|
$119,950
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
10,524
shares
|
$119,552
0.0% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,374
shares
|
$117,848
0.0% of portfolio
|
Q3 2025
Reduced 58.61%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
10,250
shares
|
$116,440
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,202
shares
|
$115,894
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
10,200
shares
|
$115,872
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
10,094
shares
|
$114,667
0.01% of portfolio
|
Q3 2025
Added 57.25%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
9,930
shares
|
$112,804
0.05% of portfolio
|
Q2 2025
Added 21.77%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
9,530
shares
|
$108,260
0.06% of portfolio
|
Q1 2025
Added 382.53%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
8,388
shares
|
$95,287
0.04% of portfolio
|
Q3 2025
Added 5208.86%
|
|