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 475 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
39,817
shares
|
$452,321
0.14% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
39,780
shares
|
$451,900
0.0% of portfolio
|
Q3 2025
Reduced 18.04%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
39,410
shares
|
$447,697
0.39% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
39,121
shares
|
$444,414
0.01% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
39,092
shares
|
$444,085
0.26% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
38,911
shares
|
$442,028
0.0% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
38,225
shares
|
$434,236
0.0% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
38,121
shares
|
$433,054
0.03% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,777
shares
|
$429,146
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
36,112
shares
|
$410,232
0.03% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
35,705
shares
|
$405,608
0.01% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
35,455
shares
|
$402,768
0.02% of portfolio
|
Q3 2025
Added 23.01%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
35,269
shares
|
$400,655
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
34,434
shares
|
$391,170
0.18% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
34,147
shares
|
$387,909
0.02% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
32,882
shares
|
$373,539
0.01% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
|
Northstar Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
32,791
shares
|
$372,505
0.16% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
32,688
shares
|
$371,335
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
32,480
shares
|
$368,972
0.06% of portfolio
|
Q3 2025
Reduced 20.35%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
32,271
shares
|
$366,598
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
32,252
shares
|
$366,382
0.16% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
31,647
shares
|
$359,509
0.02% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
31,413
shares
|
$356,851
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
31,277
shares
|
$355,306
0.62% of portfolio
|
Q3 2022
Added 11.48%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
31,276
shares
|
$355,295
0.14% of portfolio
|
Q3 2025
New holding
|
|