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 |
|---|---|---|---|---|---|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
11,790
shares
|
$136,646
0.04% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
11,764
shares
|
$136,344
0.14% of portfolio
|
Q4 2024
Reduced 17.02%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
11,686
shares
|
$135,440
0.11% of portfolio
|
Q4 2024
Reduced 34.33%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
11,539
shares
|
$133,737
0.01% of portfolio
|
Q4 2024
Reduced 18.44%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
11,460
shares
|
$132,821
0.01% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
11,353
shares
|
$131,581
0.04% of portfolio
|
Q4 2024
Reduced 20.9%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
11,331
shares
|
$131,326
0.04% of portfolio
|
Q4 2024
Reduced 19.94%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
11,296
shares
|
$130,920
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
11,201
shares
|
$129,819
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
11,090
shares
|
$128,533
0.01% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
11,062
shares
|
$128,208
0.08% of portfolio
|
Q4 2024
Reduced 20.24%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
11,051
shares
|
$128,081
0.06% of portfolio
|
Q2 2023
Reduced 11.09%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
11,000
shares
|
$127,490
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
10,907
shares
|
$126,412
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
10,820
shares
|
$125,403
0.07% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
10,800
shares
|
$125,172
0.03% of portfolio
|
Q3 2024
Reduced 21.74%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
10,636
shares
|
$123,271
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
10,465
shares
|
$121,289
0.0% of portfolio
|
Q1 2023
Reduced 6.85%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
10,392
shares
|
$120,443
0.0% of portfolio
|
Q1 2024
Added 2.46%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,375
shares
|
$120,246
0.05% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
10,295
shares
|
$119,319
0.0% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
10,285
shares
|
$119,203
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
10,250
shares
|
$118,797
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
10,216
shares
|
$118,403
0.0% of portfolio
|
Q4 2024
Reduced 54.18%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,202
shares
|
$118,241
0.0% of portfolio
|
Q2 2024
Added 0.39%
|