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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
497,337
shares
|
$5.76 Million
0.02% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
495,872
shares
|
$5.75 Million
1.42% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
488,220
shares
|
$5.66 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
454,444
shares
|
$5.27 Million
0.03% of portfolio
|
Q4 2024
Added 81.1%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
452,759
shares
|
$5.25 Million
0.36% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
442,634
shares
|
$5.13 Million
1.33% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
435,220
shares
|
$5.04 Million
1.15% of portfolio
|
Q1 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
434,831
shares
|
$5.04 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
412,585
shares
|
$4.78 Million
0.13% of portfolio
|
Q4 2024
Added 81.89%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
395,862
shares
|
$4.59 Million
1.03% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
395,118
shares
|
$4.58 Million
0.06% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
393,553
shares
|
$4.56 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
389,970
shares
|
$4.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.21%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
384,235
shares
|
$4.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
381,138
shares
|
$4.42 Million
0.01% of portfolio
|
Q4 2024
Added 143.74%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
374,166
shares
|
$4.34 Million
0.16% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
365,723
shares
|
$4.24 Million
1.51% of portfolio
|
Q4 2024
Added 15.94%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
343,614
shares
|
$3.98 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
325,267
shares
|
$3.77 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
322,684
shares
|
$3.74 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
306,874
shares
|
$3.56 Million
3.54% of portfolio
|
Q3 2023
Added 2.69%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
301,174
shares
|
$3.49 Million
0.12% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
288,361
shares
|
$3.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 69.19%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
262,025
shares
|
$3.04 Million
0.77% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
260,598
shares
|
$3.02 Million
0.11% of portfolio
|
Q4 2024
Added 1.38%
|