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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
799
shares
|
$9,260
0.0% of portfolio
|
Q4 2023
Reduced 10.22%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
763
shares
|
$8,843
0.0% of portfolio
|
Q3 2024
Added 767.05%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
704
shares
|
$8,159
0.0% of portfolio
|
Q1 2022
Added 0.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
647
shares
|
$7,498
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
500
shares
|
$5,795
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
453
shares
|
$5,250
0.0% of portfolio
|
Q1 2022
Reduced 13.88%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
419
shares
|
$4,856
0.0% of portfolio
|
Q1 2024
Reduced 55.61%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
417
shares
|
$4,833
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
395
shares
|
$4,578
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
351
shares
|
$4,068
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
307
shares
|
$3,558
0.0% of portfolio
|
Q2 2024
Reduced 58.57%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
304
shares
|
$3,523
0.0% of portfolio
|
Q4 2024
Reduced 90.64%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
300
shares
|
$3,477
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
275
shares
|
$3,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
271
shares
|
$3,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
268
shares
|
$3,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
209
shares
|
$2,422
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
200
shares
|
$2,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
174
shares
|
$2,016
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
172
shares
|
$1,993
0.0% of portfolio
|
Q4 2024
Reduced 37.91%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
172
shares
|
$1,993
0.0% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
167
shares
|
$1,935
0.0% of portfolio
|
Q2 2024
Reduced 30.99%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
160
shares
|
$1,854
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
145
shares
|
$1,680
0.0% of portfolio
|
Q4 2024
Added 137.7%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
129
shares
|
$1,495
0.0% of portfolio
|
Q4 2024
New holding
|