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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
174,951
shares
|
$2.03 Million
0.07% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
168,971
shares
|
$1.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.73%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
161,032
shares
|
$1.87 Million
0.74% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
156,234
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
156,095
shares
|
$1.81 Million
1.05% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
151,129
shares
|
$1.75 Million
1.51% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
149,181
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Added 97.8%
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
147,885
shares
|
$1.71 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
146,989
shares
|
$1.7 Million
0.03% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
145,771
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
144,433
shares
|
$1.67 Million
0.06% of portfolio
|
Q4 2024
Reduced 26.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
142,846
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
135,935
shares
|
$1.58 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
134,515
shares
|
$1.56 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
134,253
shares
|
$1.56 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
133,720
shares
|
$1.55 Million
0.14% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
132,460
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
129,159
shares
|
$1.5 Million
0.17% of portfolio
|
Q4 2023
Added 72.03%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
126,974
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 103.06%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
124,871
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
124,492
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Added 33.8%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
122,392
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
121,345
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
119,352
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
117,513
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2020
Reduced 4.32%
|