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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
8,325
shares
|
$94,572
0.0% of portfolio
|
Q1 2024
Reduced 7.84%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
8,239
shares
|
$93,595
0.0% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
8,093
shares
|
$91,936
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
8,000
shares
|
$90,880
0.02% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
7,621
shares
|
$86,574
0.04% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
7,327
shares
|
$83,234
0.01% of portfolio
|
Q3 2025
Added 257.76%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
7,200
shares
|
$81,792
0.02% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
6,900
shares
|
$78,384
0.01% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
6,887
shares
|
$78,236
0.0% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
6,650
shares
|
$75,544
0.0% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
6,629
shares
|
$75,305
0.05% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
6,603
shares
|
$75,010
0.03% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
6,570
shares
|
$74,635
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
6,500
shares
|
$73,840
0.01% of portfolio
|
Q1 2023
Reduced 23.53%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,460
shares
|
$73,385
0.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,456
shares
|
$73,340
0.0% of portfolio
|
Q2 2023
Added 343.41%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,015
shares
|
$68,330
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,832
shares
|
$66,251
0.03% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
5,591
shares
|
$63,513
0.01% of portfolio
|
Q3 2025
Added 32.49%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
5,500
shares
|
$62,480
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
5,424
shares
|
$61,616
0.03% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
5,077
shares
|
$57,674
0.02% of portfolio
|
Q3 2025
Reduced 24.75%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
4,878
shares
|
$55,414
0.0% of portfolio
|
Q4 2024
Reduced 55.69%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,542
shares
|
$51,597
0.01% of portfolio
|
Q2 2023
Reduced 17.52%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
4,429
shares
|
$50,313
0.02% of portfolio
|
Q1 2024
Reduced 4.32%
|
|