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 |
|---|---|---|---|---|---|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
3,080
shares
|
$35,697
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
3,000
shares
|
$34,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,000
shares
|
$34,770
0.0% of portfolio
|
Q4 2023
Reduced 23.02%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$34,770
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$34,770
0.0% of portfolio
|
Q4 2024
Reduced 99.46%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
2,962
shares
|
$34,329
0.0% of portfolio
|
Q2 2024
Reduced 35.44%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,888
shares
|
$33,471
0.02% of portfolio
|
Q2 2022
Reduced 72.92%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,793
shares
|
$32,370
0.01% of portfolio
|
Q4 2024
Added 299.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,775
shares
|
$32,162
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,596
shares
|
$30,087
0.01% of portfolio
|
Q4 2024
Reduced 61.37%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,549
shares
|
$29,542
0.01% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
2,525
shares
|
$29,264
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
2,467
shares
|
$28,592
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,439
shares
|
$28,268
0.0% of portfolio
|
Q4 2024
Reduced 36.99%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,400
shares
|
$27,816
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
2,386
shares
|
$27,653
0.0% of portfolio
|
Q2 2024
Added 45.05%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
2,370
shares
|
$27,468
0.01% of portfolio
|
Q2 2023
Reduced 47.57%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,312
shares
|
$26,796
0.02% of portfolio
|
Q2 2022
Reduced 73.76%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
2,276
shares
|
$26,378
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
2,182
shares
|
$25,289
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
2,173
shares
|
$25,185
0.0% of portfolio
|
Q2 2024
Reduced 14.95%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
2,088
shares
|
$24,199
0.0% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,087
shares
|
$24,188
0.0% of portfolio
|
Q4 2024
Reduced 43.97%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$23,180
0.0% of portfolio
|
Q1 2024
Reduced 26.87%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
1,975
shares
|
$22,890
0.01% of portfolio
|
Q4 2024
New holding
|