Go Pro
→ They didn't warn anyone in 1971. This time someone is warning you. (From Reagan Gold Group) (Ad)tc pixel Free PGX Stock Alerts

Invesco Preferred ETF (PGX) Institutional Ownership

Invesco Preferred ETF logo
$10.61 +0.01 (+0.09%)
As of 08/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco Preferred ETF (NYSEARCA:PGX)

Current
Institutional Ownership
Percentage
8.60%
Number of
Institutional Buyers
(last 12 months)
182
Total
Institutional Inflows
(last 12 months)
$299.40M
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$142.21M
Get PGX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Preferred ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PGX Institutional Buying and Selling by Quarter

Invesco Preferred ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Ameritas Advisory Services LLC20,432$221K0.0%+58.5%0.006%
8/23/2026 HB Wealth Management LLC13,387$145K0.0%+23.4%0.004%
8/22/2026 Tudor Financial Inc.138,765$1.50M0.7%+31,013.2%0.039%
8/22/2026 Sapient Capital LLC12,232$133K0.0%N/A0.003%
8/22/2026 Concurrent Investment Advisors LLC59,206$642K0.0%-16.2%0.017%
8/21/2026 SkyOak Wealth LLC33,778$366K0.1%-2.9%0.010%
8/21/2026 Independence Bank of Kentucky8,010$87K0.0%-59.1%0.002%
8/21/2026 Investors Research Corp609,077$6.60M1.2%+5.3%0.172%
7/10/2026 Investors Research Corp609,077$6.60M1.2%+5.3%0.169%
7/10/2026 Butensky & Cohen Financial Security Inc.41,953$455K0.1%-8.9%0.012%
7/10/2026 Wealthcare Advisory Partners LLC47,432$514K0.0%+15.6%0.013%
7/9/2026 Sapient Capital LLC12,232$133K0.0%N/A0.003%
7/9/2026 Aletheian Wealth Advisors LLC62,759$680K0.3%+16.0%0.018%
7/9/2026 Sax Wealth Advisors LLC13,059$142K0.0%-20.2%0.004%
7/9/2026 Valeo Financial Advisors LLC20,091$218K0.0%-16.3%0.006%
7/7/2026 Brighton Securities CORP.176,237$1.91M0.8%+5.0%0.050%
7/2/2026 MassMutual Private Wealth & Trust FSB104,483$1.13M0.0%-1.6%0.030%
6/18/2026 Western Wealth Management LLC12,742$139K0.0%-53.4%0.004%
6/3/2026 NewEdge Advisors LLC132,673$1.44M0.0%+9.1%0.038%
5/29/2026 Ramiah Investment Group40,002$435K0.4%-3.8%0.011%
5/19/2026 Western Wealth Management LLC12,742$139K0.0%-53.4%0.004%
5/19/2026 NewEdge Advisors LLC126,695$1.38M0.0%+4.2%0.036%
5/19/2026 Bank of America Corp DE81,133,531$882.73M0.1%+3.4%23.036%
5/19/2026 Arkadios Wealth Advisors77,538$844K0.0%N/A0.022%
5/18/2026 Adalta Capital Management LLC14,596$159K0.1%+25.9%0.004%
5/18/2026 Royal Bank of Canada2,956,073$32.16M0.0%-20.6%0.839%
5/16/2026 KCM Investment Advisors LLC248,499$2.70M0.1%-3.4%0.071%
5/15/2026 Gateway Wealth Partners LLC26,316$286K0.0%+84.4%0.007%
5/15/2026 Waverly Advisors LLC100,804$1.10M0.0%-5.2%0.029%
5/14/2026 Lido Advisors LLC60,281$656K0.0%-1.6%0.017%
5/13/2026 Cetera Investment Advisers362,745$3.95M0.0%-5.3%0.103%
5/13/2026 NewEdge Wealth LLC13,323$145K0.0%-63.2%0.004%
5/7/2026 Spartan Wealth Advisory Services LLC10,200$111K0.0%N/A0.003%
5/6/2026 Simon Quick Advisors LLC65,535$713K0.0%+30.0%0.019%
5/6/2026 Gould Asset Management LLC CA94,608$1.03M0.2%+15.0%0.027%
5/6/2026 Main Street Group LTD5,077$55K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC57,191$622K0.0%N/A0.016%
5/6/2026 Prosperity Consulting Group LLC48,719$530K0.0%-9.6%0.014%
5/5/2026 Noesis Capital Mangement Corp405,487$4.41M0.7%-0.4%0.115%
5/5/2026 D.A. Davidson & CO.75,610$823K0.0%+6.8%0.021%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
5/5/2026 Geneos Wealth Management Inc.310,360$3.38M0.1%-14.0%0.088%
5/5/2026 Sigma Planning Corp19,239$209K0.0%-20.5%0.005%
5/5/2026 Checchi Capital Advisers LLC1,389,774$15.12M0.8%+3.3%0.395%
5/5/2026 Avantax Planning Partners Inc.166,453$1.81M0.0%-2.3%0.047%
5/4/2026 Principal Financial Group Inc.94,347$1.03M0.0%-83.5%0.027%
5/4/2026 Spectrum Asset Management Inc.3,902,745$42.46M84.8%-27.4%1.108%
5/2/2026 Global Assets Advisory LLC4,812$52K0.0%N/A0.001%
5/1/2026 Fifth Third Bancorp146,141$1.59M0.0%+25,538.8%0.041%
5/1/2026 American Trust21,618$235K0.0%-5.1%0.006%
5/1/2026 WealthShield Partners LLC4,550$50K0.0%-32.9%0.001%
5/1/2026 Sequoia Financial Advisors LLC51,374$559K0.0%-7.3%0.015%
5/1/2026 Independence Bank of Kentucky19,585$213K0.0%-9.1%0.006%
5/1/2026 Stonebridge Advisors LLC1,223,779$13.32M15.7%+54.4%0.348%
4/30/2026 First National Bank & Trust Co. of Newtown530,142$5.77M1.2%-12.0%0.151%
4/30/2026 Ibex Wealth Advisors121,097$1.32M0.1%+0.8%0.034%
4/30/2026 Kestra Advisory Services LLC304,303$3.31M0.0%+71.7%0.086%
4/30/2026 Beam Wealth Advisors Inc.80,150$872K0.2%-9.1%0.023%
4/30/2026 Weitzel Financial Services Inc.14,843$162K0.1%N/A0.004%
4/29/2026 Brighton Securities CORP.167,863$1.83M0.9%+9.6%0.048%
4/28/2026 Ascentis Independent Advisors25,992$283K0.0%+100.0%0.007%
4/28/2026 Stephens Inc. AR199,079$2.17M0.0%+1.4%0.057%
4/28/2026 Argus Investors Counsel Inc.36,854$401K0.4%-20.4%0.010%
4/27/2026 HB Wealth Management LLC10,851$118K0.0%N/A0.003%
4/27/2026 World Investment Advisors193,447$2.11M0.0%-3.6%0.055%
4/27/2026 Private Advisor Group LLC954,689$10.39M0.0%+0.2%0.272%
4/27/2026 Sound Income Strategies LLC451,487$4.95M0.2%-2.6%0.129%
4/24/2026 Palouse Capital Management Inc.5,100$55K0.0%-23.1%0.001%
4/24/2026 Cane Capital Partners LLC83,574$909K0.4%-2.5%0.024%
4/23/2026 Balanced Wealth Group LLC41,237$449K0.2%+2.4%0.012%
4/22/2026 Janney Montgomery Scott LLC494,356$5.38M0.0%-8.5%0.141%
4/22/2026 Ramiah Investment Group40,002$435K0.4%-3.8%0.011%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC10,730$117K0.0%-32.6%0.003%
4/21/2026 First United Bank & Trust4,343$47K0.0%+32.1%0.001%
4/21/2026 OLD National Bancorp IN31,122$339K0.0%-35.9%0.009%
4/20/2026 Christensen King & Associates Investment Services Inc.54,139$589K0.3%-2.1%0.015%
4/20/2026 Greenup Street Wealth Management LLC61,159$665K0.1%+5.9%0.017%
4/20/2026 First PREMIER Bank174,328$1.90M0.4%-18.2%0.050%
4/20/2026 RFG Advisory LLC116,043$1.26M0.0%+4.9%0.033%
4/20/2026 Apella Capital LLC19,507$220K0.0%+5.0%0.006%
4/20/2026 Brandywine Oak Private Wealth LLC10,628$116K0.0%N/A0.003%
4/17/2026 Brookstone Capital Management37,040$403K0.0%-9.0%0.011%
4/17/2026 Everstar Asset Management LLC36,551$398K0.2%-8.5%0.010%
4/16/2026 Prairiewood Capital LLC680,404$7.40M2.1%+3.8%0.194%
4/15/2026 Nations Financial Group Inc. IA ADV25,214$274K0.0%+7.3%0.007%
3/17/2026 Rockefeller Capital Management L.P.758,057$8.52M0.0%-6.9%0.215%
3/13/2026 World Investment Advisors200,697$2.26M0.0%+4.5%0.057%
3/6/2026 Brighton Securities CORP.153,110$1.72M0.8%-44.3%0.044%
3/5/2026 Bayban4,600$52K0.0%N/A0.001%
3/4/2026 Compass Financial Group Inc. Ohio335,068$3.77M2.8%N/A0.095%
3/2/2026 Amicus Financial Advisors LLC68,310$768K0.2%N/A0.019%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
2/19/2026 Rare Wolf Capital LLC42,853$482K0.3%N/A0.012%
2/18/2026 Ameriflex Group Inc.4,430$50K0.0%-47.2%0.001%
2/18/2026 Mercer Global Advisors Inc. ADV84,104$945K0.0%-23.7%0.024%
2/18/2026 Coastal Bridge Advisors LLC14,119$159K0.0%-29.2%0.004%
2/18/2026 NewEdge Advisors LLC121,568$1.37M0.0%-13.1%0.035%
2/18/2026 VestGen Advisors LLC37,862$426K0.0%-33.0%0.011%
2/18/2026 Quadrature Capital Ltd600,848$6.75M0.1%+349.6%0.171%
2/18/2026 Hyposwiss Advisors SA47,070$529K0.5%N/A0.013%
2/18/2026 IHT Wealth Management LLC22,000$247K0.0%-5.2%0.006%
2/18/2026 Gotham Asset Management LLC181,647$2.04M0.0%+48.7%0.052%


PGX Institutional Ownership - Frequently Asked Questions

During the previous two years, 449 institutional investors and hedge funds held shares of Invesco Preferred ETF. The most heavily invested institutionals were Bank of America Corp DE ($882.73M), Wells Fargo & Company MN ($172.81M), Morgan Stanley ($81.73M), LPL Financial LLC ($64.36M), UBS Group AG ($60.08M), JPMorgan Chase & Co. ($59.67M), and Ameriprise Financial Inc. ($47.23M).Learn more on Invesco Preferred ETF's institutional investors.

8.60% of Invesco Preferred ETF's stock is owned by institutional investors. Learn more on PGX's institutional investor holdings.

Of the 351 institutional investors that purchased Invesco Preferred ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($12.22M), First Trust Advisors LP ($11.57M), Cohen & Steers Inc. ($7.04M), Raymond James Financial Inc. ($5.53M), JPMorgan Chase & Co. ($5.30M), Spectrum Asset Management Inc. ($5.04M), and LPL Financial LLC ($2.38M).

Institutional investors have bought a total of 26,571,973 shares in the last 24 months. This purchase volume represents approximately $299.40M in transactions.

Of the 173 institutional investors that sold Invesco Preferred ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Spectrum Asset Management Inc. ($2.51M), UBS Group AG ($1.17M), Goldman Sachs Group Inc. ($992K), Ameriprise Financial Inc. ($820.37K), LPL Financial LLC ($786.75K), Royal Bank of Canada ($766.14K), and Morgan Stanley ($573.62K).

Institutional investors have sold a total of 12,610,207 shares in the last 24 months. This volume of shares sold represents approximately $142.21M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PGX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel