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 |
|---|---|---|---|---|---|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
10,200
shares
|
$118,218
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
10,177
shares
|
$117,951
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
10,095
shares
|
$117,001
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
10,050
shares
|
$116,479
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$115,900
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
10,000
shares
|
$115,900
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
9,178
shares
|
$106,373
0.03% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
9,061
shares
|
$105,016
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
8,325
shares
|
$96,486
0.0% of portfolio
|
Q1 2024
Reduced 7.84%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
8,200
shares
|
$95,038
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
8,155
shares
|
$94,516
0.05% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
8,093
shares
|
$93,797
0.8% of portfolio
|
Q3 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
8,000
shares
|
$92,720
0.02% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
7,564
shares
|
$87,666
0.04% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
7,547
shares
|
$87,469
0.0% of portfolio
|
Q4 2024
Reduced 43.29%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
7,473
shares
|
$86,612
0.04% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
7,150
shares
|
$82,868
0.01% of portfolio
|
Q4 2024
Reduced 61.71%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
6,900
shares
|
$79,971
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
6,629
shares
|
$76,830
0.05% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
6,625
shares
|
$76,783
0.01% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
6,500
shares
|
$75,335
0.01% of portfolio
|
Q1 2023
Reduced 23.53%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
6,460
shares
|
$74,871
0.0% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,456
shares
|
$74,825
0.0% of portfolio
|
Q2 2023
Added 343.41%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
6,404
shares
|
$74,222
0.04% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,832
shares
|
$67,592
0.03% of portfolio
|
Q4 2023
Reduced 8.69%
|