Go Pro
→ Here’s the stock symbol I’ve promised (From Stansberry Research) (Ad)tc pixel Free PGX Stock Alerts

Invesco Preferred ETF (PGX) Institutional Ownership

Invesco Preferred ETF logo
$10.43 0.00 (0.00%)
Closing price 09/11/2026 04:10 PM Eastern
Extended Trading
$10.44 +0.01 (+0.09%)
As of 05:26 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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)
$300.16M
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$142.08M
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
9/9/2026 Sequoia Financial Advisors LLC45,446$493K0.0%-11.5%0.013%
9/9/2026 Plimoth Trust Co. LLC457,054$4.95M1.0%+3.8%0.129%
9/9/2026 Integrated Wealth Concepts LLC461,448$5.00M0.0%+11.6%0.130%
9/9/2026 RFG Advisory LLC119,187$1.29M0.0%+2.7%0.034%
9/9/2026 NewEdge Advisors LLC152,069$1.65M0.0%+14.6%0.043%
9/8/2026 Allworth Financial LP3,438,874$37.28M0.2%+2.1%0.972%
9/8/2026 Waverly Advisors LLC95,787$1.04M0.0%-5.0%0.027%
8/27/2026 Corient Private Wealth LP20,773$225K0.0%-19.8%0.006%
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%
How options let you do more with less capital (Ad)

Would you rather spend $5,000 buying 100 shares of a $50 stock, or control those same 100 shares for a fraction of the cost? That's the core advantage options offer traders at every level. The Beginner's Guide to Options breaks down leverage, income strategies, and real trade examples in plain English — including a little-known approach many traders use to reduce costs and improve profit potential. Download your free copy before this offer expires.tc pixel

Claim your free copy of The Beginner's Guide to Options now
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%
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%
BlackRock and Vanguard already own THIS (Ad)

Institutions own roughly 88 percent of an overlooked American oil and natural gas company. BlackRock holds 32 million shares worth about 716 million dollars, while Vanguard owns 48 million shares worth nearly 1.1 billion dollars. The company generates approximately 3.2 billion dollars in operating income against a market value of only about 8 billion dollars, and it has signed a multi-year AI agreement with Palantir to improve equipment reliability and well performance.tc pixel

Click here to learn about this overlooked AI energy stock
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%
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%


PGX Institutional Ownership - Frequently Asked Questions

During the previous two years, 448 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 349 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 26,644,085 shares in the last 24 months. This purchase volume represents approximately $300.16M 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 12,598,617 shares in the last 24 months. This volume of shares sold represents approximately $142.08M 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 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The only 5 stocks that matter
SpaceX's IPO reportedly minted 4,400 new millionaires, and OpenAI is said to be eyeing a 1 trillion dollar IPO...
TradeSmith | Sponsoredtc pixel
Print this before your next trade
Bill Poulos is offering his Smart Trade Options Checklist at no cost today - normally priced at $29.97. It'...
Profits Run | Sponsoredtc pixel
Why I went to Mount Rushmore
A small miner just hit on gold in the hills surrounding Mount Rushmore, thanks to a breakthrough new technolog...
Stansberry Research | Sponsoredtc pixel
A simple options setup that cuts through the noise
Ian Cooper says most options traders overcomplicate the process, juggling countless indicators, strategies, an...
TradeWins | Sponsoredtc pixel
BlackRock and Vanguard already own THIS
Institutions own roughly 88 percent of an overlooked American oil and natural gas company. BlackRock holds 32 ...
Monument Traders Alliance | Sponsoredtc pixel
How options let you do more with less capital
Would you rather spend $5,000 buying 100 shares of a $50 stock, or control those same 100 shares for a fractio...
Base Camp Trading | Sponsoredtc pixel
Elon Musk to Trigger Next AI Wave on November 11th?
Jeff Brown picked Nvidia in 2016, before shares surged 37,800 percent. Now he's identified another AI company ...
Brownstone Research | Sponsoredtc pixel
This little-known gold fund distributes cash every Friday
Gold pays no dividends, no interest, no yield - it just sits there. Yet investors are reportedly collecting up...
Investors Alley | Sponsoredtc pixel