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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
249,073
shares
|
$2.89 Million
0.14% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
248,379
shares
|
$2.88 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
241,613
shares
|
$2.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
241,109
shares
|
$2.79 Million
1.42% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
240,307
shares
|
$2.79 Million
0.01% of portfolio
|
Q4 2024
Added 50.32%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
231,643
shares
|
$2.68 Million
0.09% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
231,392
shares
|
$2.68 Million
0.14% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Feb 04, 2025 Q4 2024 |
222,420
shares
|
$2.58 Million
1.16% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
210,557
shares
|
$2.44 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
207,083
shares
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
Added 41.03%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
206,856
shares
|
$2.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
203,636
shares
|
$2.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 72.68%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
202,843
shares
|
$2.35 Million
0.77% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
202,354
shares
|
$2.35 Million
0.02% of portfolio
|
Q4 2024
Reduced 58.99%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
201,771
shares
|
$2.34 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
199,155
shares
|
$2.31 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
198,334
shares
|
$2.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
195,358
shares
|
$2.26 Million
1.2% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
193,965
shares
|
$2.25 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
193,790
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
Added 86.98%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
190,116
shares
|
$2.2 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
187,357
shares
|
$2.17 Million
1.41% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jan 23, 2025 Q4 2024 |
186,915
shares
|
$2.17 Million
2.36% of portfolio
|
Q4 2024
Reduced 41.95%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
181,919
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
181,690
shares
|
$2.11 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.19%
|