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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
39,149
shares
|
$453,736
0.02% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
38,714
shares
|
$448,695
0.0% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
37,800
shares
|
$438,102
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,777
shares
|
$437,835
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
37,589
shares
|
$435,656
0.0% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
36,354
shares
|
$421,342
0.05% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
35,486
shares
|
$411,282
0.04% of portfolio
|
Q4 2024
Added 28.15%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
35,327
shares
|
$409,439
0.03% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
35,269
shares
|
$408,767
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
35,186
shares
|
$407,805
0.0% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
34,304
shares
|
$397,583
0.1% of portfolio
|
Q4 2024
Added 15146.22%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
34,238
shares
|
$396,818
0.2% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
33,604
shares
|
$389,470
0.15% of portfolio
|
Q4 2024
Reduced 58.94%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
33,422
shares
|
$387,360
0.01% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
32,882
shares
|
$381,102
0.01% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
32,688
shares
|
$378,853
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
32,271
shares
|
$374,020
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
32,247
shares
|
$373,742
0.05% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
31,943
shares
|
$370,219
0.03% of portfolio
|
Q4 2024
Reduced 54.75%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
31,894
shares
|
$369,651
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
31,620
shares
|
$366,475
0.24% of portfolio
|
Q4 2024
Reduced 19.05%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
31,319
shares
|
$362,987
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
31,277
shares
|
$362,500
0.62% of portfolio
|
Q3 2022
Added 11.48%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
31,267
shares
|
$362,384
0.18% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
31,166
shares
|
$361,213
0.01% of portfolio
|
Q4 2024
Added 87.65%
|