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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
1,108
shares
|
$12,586
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
1,000
shares
|
$11,360
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$11,360
0.0% of portfolio
|
Q1 2023
Added 8990.91%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
900
shares
|
$10,224
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
810
shares
|
$9,201
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
800
shares
|
$9,088
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
799
shares
|
$9,076
0.0% of portfolio
|
Q4 2023
Reduced 10.22%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
789
shares
|
$8,963
0.0% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
725
shares
|
$8,236
0.0% of portfolio
|
Q2 2025
Reduced 74.99%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
704
shares
|
$7,997
0.0% of portfolio
|
Q1 2022
Added 0.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
647
shares
|
$7,349
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
608
shares
|
$6,906
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
558
shares
|
$6,338
0.0% of portfolio
|
Q3 2025
Reduced 42.65%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
540
shares
|
$6,134
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
500
shares
|
$5,680
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
500
shares
|
$5,680
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
453
shares
|
$5,146
0.0% of portfolio
|
Q1 2022
Reduced 13.88%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
441
shares
|
$5,009
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
374
shares
|
$4,248
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
320
shares
|
$3,635
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
314
shares
|
$3,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
300
shares
|
$3,408
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
258
shares
|
$2,930
0.0% of portfolio
|
Q3 2025
Added 193.18%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
245
shares
|
$2,783
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
174
shares
|
$1,976
0.0% of portfolio
|
Q3 2022
New holding
|
|