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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
75,000
shares
|
$869,250
0.04% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
75,000
shares
|
$869,250
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
72,744
shares
|
$843,102
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
69,824
shares
|
$809,260
0.21% of portfolio
|
Q4 2024
Added 38.07%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
69,676
shares
|
$807,544
0.26% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
69,214
shares
|
$802,190
0.39% of portfolio
|
Q4 2024
Added 45.95%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
68,038
shares
|
$788,560
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
67,096
shares
|
$777,642
0.15% of portfolio
|
Q4 2024
Added 25.72%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
64,614
shares
|
$748,876
0.02% of portfolio
|
Q4 2024
Added 32.16%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
63,293
shares
|
$733,565
0.25% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
61,700
shares
|
$715,103
0.03% of portfolio
|
Q4 2021
Added 47.96%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
61,500
shares
|
$712,785
0.01% of portfolio
|
Q3 2023
Reduced 18.66%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
61,267
shares
|
$710,084
1.05% of portfolio
|
Q3 2023
Reduced 1.51%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
60,660
shares
|
$703,049
0.18% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
60,545
shares
|
$701,716
0.18% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
60,344
shares
|
$699,386
0.0% of portfolio
|
Q4 2024
Added 50.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
60,020
shares
|
$695,631
0.03% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
59,729
shares
|
$692,259
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
58,287
shares
|
$675,546
0.54% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
55,617
shares
|
$644,601
0.02% of portfolio
|
Q4 2024
Reduced 17.52%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
55,038
shares
|
$637,890
0.25% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
55,035
shares
|
$637,855
0.02% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
54,699
shares
|
$633,961
0.18% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
54,328
shares
|
$629,661
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
53,348
shares
|
$618,303
0.0% of portfolio
|
Q4 2024
Added 2.87%
|