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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
952,310
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
918,584
shares
|
$10.6 Million
0.04% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
887,506
shares
|
$10.3 Million
0.01% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
885,583
shares
|
$10.3 Million
4.37% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
864,365
shares
|
$10 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
780,407
shares
|
$9.04 Million
0.32% of portfolio
|
Q4 2024
Added 818.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
739,128
shares
|
$8.57 Million
0.13% of portfolio
|
Q4 2024
Added 18.32%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
717,581
shares
|
$8.32 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
667,713
shares
|
$7.74 Million
6.1% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
667,273
shares
|
$7.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.9%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
656,529
shares
|
$7.61 Million
1.59% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
651,076
shares
|
$7.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.59%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
620,346
shares
|
$7.19 Million
1.04% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
609,201
shares
|
$7.06 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
590,956
shares
|
$6.85 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
582,099
shares
|
$6.75 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
577,155
shares
|
$6.69 Million
1.61% of portfolio
|
Q4 2023
Added 2.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
573,282
shares
|
$6.64 Million
0.04% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
559,176
shares
|
$6.48 Million
2.77% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
534,051
shares
|
$6.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
520,306
shares
|
$6.03 Million
0.02% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
516,826
shares
|
$5.99 Million
1.36% of portfolio
|
Q4 2024
Reduced 27.96%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
515,039
shares
|
$5.97 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
512,213
shares
|
$5.94 Million
0.05% of portfolio
|
Q4 2024
Added 30.5%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
498,999
shares
|
$5.78 Million
0.02% of portfolio
|
Q4 2024
Added 5.02%
|