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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
114,971
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 36.98%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
107,164
shares
|
$1.24 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
106,368
shares
|
$1.23 Million
0.4% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
105,711
shares
|
$1.23 Million
1.08% of portfolio
|
Q4 2024
Added 30.3%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
105,567
shares
|
$1.22 Million
0.87% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
105,493
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
100,029
shares
|
$1.16 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
95,296
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
93,164
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
90,434
shares
|
$1.05 Million
0.44% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
90,100
shares
|
$1.04 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
90,021
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
89,063
shares
|
$1.03 Million
0.13% of portfolio
|
Q4 2024
Added 61.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
86,727
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
86,594
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
86,420
shares
|
$1 Million
0.08% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
85,757
shares
|
$993,923
0.02% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
83,747
shares
|
$970,627
0.08% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
83,105
shares
|
$963,186
0.08% of portfolio
|
Q2 2024
Reduced 6.68%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
80,000
shares
|
$927,200
2.78% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
79,890
shares
|
$925,925
0.01% of portfolio
|
Q4 2024
Reduced 32.18%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
78,661
shares
|
$911,680
0.18% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
75,865
shares
|
$879,275
0.01% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
75,732
shares
|
$877,733
0.39% of portfolio
|
Q4 2024
Reduced 44.0%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
75,255
shares
|
$872,205
0.18% of portfolio
|
Q4 2024
Reduced 3.62%
|