NYSEARCA:PGX

Invesco Preferred ETF Institutional Ownership

$15.11
-0.01 (-0.07 %)
(As of 04/9/2021 12:00 AM ET)
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Today's Range
$15.11
Now: $15.11
$15.15
50-Day Range
$14.51
MA: $14.85
$15.13
52-Week Range
$13.52
Now: $15.11
$15.28
Volume1.81 million shs
Average Volume4.41 million shs
Market Capitalization$6.83 billion
P/E RatioN/A
Dividend Yield4.93%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter


Invesco Preferred ETF (NYSEARCA PGX) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/9/2021Graves Light Private Wealth Management Inc.6,921$0.10M0.0%+70.0%0.002%
4/9/2021Parkside Advisors LLC745,624$11.18M3.9%+10.8%0.165%
4/9/2021Edge Wealth Management LLC115,335$1.73M0.4%-46.8%0.026%
4/9/2021First Hawaiian Bank159,065$2.39M0.1%+222.7%0.035%
4/8/2021OLD Dominion Capital Management Inc.627,056$9.41M2.2%+64.5%0.139%
4/8/2021Old Port Advisors13,890$0.21M0.1%N/A0.003%
4/6/2021Boothe Investment Group Inc.65,335$0.98M0.6%+30.4%0.014%
3/31/2021SWS Partners213,025$3.25M1.4%+3.0%0.047%
3/30/2021Koshinski Asset Management Inc.85,526$1.31M0.1%-6.7%0.019%
3/26/2021Bard Financial Services Inc.199,375$3.04M0.3%N/A0.044%
3/19/2021Curi Capital4,029$61K0.0%N/A0.001%
3/19/2021Valley Brook Capital Group4,350$66K0.1%N/A0.001%
3/11/2021Robbins Farley LLC118,456$1.81M1.8%N/A0.026%
3/10/2021SOA Wealth Advisors LLC.2,513$37K0.0%N/A0.001%
3/9/2021Childress Capital Advisors LLC4,704$72K0.0%N/A0.001%
3/4/2021Navis Wealth Advisors LLC55,000$0.84M0.8%N/A0.012%
3/4/2021Robbins Farley LLC118,456$1.81M1.7%N/A0.026%
3/3/2021Laurel Wealth Advisors Inc.149,213$2.28M0.3%+4.8%0.032%
3/2/2021FormulaFolio Investments LLC227,365$3.47M0.1%N/A0.049%
3/2/2021Capital Asset Advisory Services LLC101,254$1.55M0.3%-31.9%0.022%
2/25/2021Field & Main Bank61,635$0.94M0.7%-4.0%0.013%
2/25/2021Tranquilli Financial Advisor LLC64,482$0.98M0.9%N/A0.014%
2/22/2021Retirement Group LLC130,236$1.99M0.9%N/A0.028%
2/19/2021Albion Financial Group UT154,439$2.36M0.2%N/A0.033%
2/19/2021KCM Investment Advisors LLC1,257,901$19.20M0.9%+13.0%0.271%
2/18/2021Safeguard Investment Advisory Group LLC3,283$50K0.0%N/A0.001%
2/18/2021Capital Advisory Group Advisory Services LLC134,677$2.06M0.9%-0.6%0.029%
2/18/2021Truist Financial Corp1,014,654$15.48M0.0%-38.7%0.218%
2/17/2021Salem Investment Counselors Inc.2,600$40K0.0%N/A0.001%
2/17/2021IHT Wealth Management LLC21,710$0.33M0.0%+5.9%0.005%
2/17/2021United Capital Financial Advisers LLC55,506$0.85M0.0%-32.2%0.012%
2/17/2021Cetera Investment Advisers412,539$6.30M0.1%+9.1%0.089%
2/17/2021Cetera Advisors LLC41,001$0.63M0.0%+66.2%0.009%
2/17/2021Cetera Advisor Networks LLC60,204$0.92M0.0%+24.4%0.013%
2/16/2021Mcdonald Partners LLC131,007$2M0.6%N/A0.028%
2/16/2021Northern Oak Wealth Management Inc.30,000$0.46M0.1%+78.6%0.006%
2/16/2021Heron Financial Group LLC280,240$4.18M2.9%-1.1%0.060%
2/16/2021Morgan Stanley12,440,378$189.84M0.0%+6.8%2.687%
2/16/2021Pacific Capital Wealth Advisors Inc.219,902$3.36M1.9%+1.3%0.047%
2/16/2021Captrust Financial Advisors47,274$0.72M0.0%+73.5%0.010%
2/16/2021Colony Group LLC67,375$1.03M0.0%+217.6%0.015%
2/16/2021Guggenheim Capital LLC74,165$1.13M0.0%-8.3%0.016%
2/16/2021Southern Wealth Management LLP15,877$0.24M0.1%N/A0.003%
2/16/2021Kingsview Wealth Management LLC112,305$1.71M0.1%-3.0%0.024%
2/16/2021Sax Wealth Advisors LLC113,942$1.74M0.8%N/A0.025%
2/16/2021Principle Wealth Partners LLC16,656$0.25M0.0%N/A0.004%
2/16/2021Benjamin F. Edwards & Company Inc.6,058$92K0.0%-15.9%0.001%
2/16/2021Charles Schwab Investment Management Inc.3,516,315$53.66M0.0%N/A0.759%
2/13/2021Tompkins Financial Corp340,321$5.19M0.7%+11.0%0.073%
2/13/2021Reby Advisors LLC19,704$0.30M0.1%N/A0.004%
2/13/2021Perennial Advisors LLC396,111$6.05M2.1%+14.7%0.086%
2/12/2021Stifel Financial Corp867,627$13.24M0.0%+19.0%0.187%
2/12/2021Checchi Capital Advisers LLC296,218$4.52M0.5%+655.3%0.064%
2/12/2021Sequoia Financial Advisors LLC337,634$5.15M0.2%+16.5%0.073%
2/12/2021Raymond James Financial Services Advisors Inc.1,176,197$17.95M0.0%+11.9%0.253%
2/12/2021LPL Financial LLC5,578,371$85.13M0.1%+27.8%1.202%
2/12/2021Legacy Wealth Planning LLC23,172$0.35M0.5%-73.2%0.005%
2/12/2021The Manufacturers Life Insurance Company180,745$2.76M0.0%N/A0.039%
2/12/2021Prospera Financial Services Inc21,664$0.33M0.0%+3.8%0.005%
2/12/2021Regent Peak Wealth Advisors LLC5,840$89K0.0%N/A0.001%
2/12/2021Change Path LLC62,148$0.95M0.1%+104.2%0.013%
2/12/2021M&T Bank Corp96,804$1.48M0.0%+7.4%0.021%
2/12/2021Regal Investment Advisors LLC49,009$0.75M0.1%N/A0.011%
2/12/2021Mercer Global Advisors Inc. ADV531,330$8.11M0.1%+309.0%0.114%
2/11/2021B. Riley Wealth Management Inc.61,505$0.94M0.1%-25.3%0.013%
2/11/2021Northern Trust Corp49,458$0.76M0.0%+307.1%0.011%
2/11/2021Mutual Advisors LLC149,211$2.28M0.2%-8.5%0.032%
2/11/2021Baird Financial Group Inc.392,505$5.99M0.0%-0.6%0.084%
2/11/2021Archer Investment Corp6,029$92K0.0%-10.5%0.001%
2/11/2021Scotia Capital Inc.19,463$0.30M0.0%-90.5%0.004%
2/11/2021Lakeview Capital Partners LLC7,671$0.12M0.1%-18.1%0.002%
2/11/2021J. W. Coons Advisors LLC36,435$0.56M0.2%-21.3%0.008%
2/11/2021Burney Co.20,373$0.31M0.0%+27.8%0.004%
2/11/2021Citigroup Inc.23,589$0.36M0.0%-14.1%0.005%
2/11/2021Valeo Financial Advisors LLC37,976$0.58M0.0%+286.1%0.008%
2/11/2021Allegiant Private Advisors LLC74,700$1.14M0.2%N/A0.016%
2/11/2021Steward Partners Investment Advisory LLC132,414$2.02M0.0%+28.4%0.028%
2/11/2021Oppenheimer & Co. Inc.42,535$0.65M0.0%+3.6%0.009%
2/11/2021Cresset Asset Management LLC1,146,101$17.49M0.3%-8.5%0.246%
2/11/2021Moors & Cabot Inc.18,919$0.29M0.0%+54.2%0.004%
2/10/2021Renaissance Technologies LLC618,697$9.44M0.0%+90.3%0.133%
2/10/2021TrinityPoint Wealth LLC10,730$0.16M0.0%N/A0.002%
2/10/2021Mid Atlantic Financial Management Inc. ADV39,565$0.60M0.0%+8.7%0.009%
2/10/2021Dubuque Bank & Trust13,410$0.21M0.0%+17.8%0.003%
2/10/2021Level Four Advisory Services LLC14,229$0.22M0.0%N/A0.003%
2/10/2021Proquility Private Wealth Partners LLC25,949$0.40M0.2%N/A0.006%
2/10/2021Sterling Financial Planning Inc.2,257$34K0.0%N/A0.000%
2/10/2021HighTower Advisors LLC443,407$6.77M0.0%+248.7%0.095%
2/10/2021Western Wealth Management LLC42,127$0.64M0.1%-3.9%0.009%
2/10/2021Quad Cities Investment Group LLC25,034$0.38M0.3%+8.8%0.005%
2/9/2021Wells Fargo & Company MN23,996,294$366.18M0.1%+1.5%5.159%
2/9/2021Advisory Services Network LLC17,421$0.27M0.0%-6.0%0.004%
2/9/2021Greenwood Capital Associates LLC60,161$0.92M0.2%-27.3%0.013%
2/9/2021Sawtooth Solutions LLC217,156$3.31M0.0%+111.1%0.047%
2/9/2021Baron Financial Group LLC2,096$32K0.0%-34.2%0.000%
2/9/2021Element Pointe Advisors LLC140,824$2.15M0.8%+29.2%0.030%
2/9/2021STA Wealth Management LLC17,196$0.26M0.0%N/A0.004%
2/9/2021MCF Advisors LLC2,777$42K0.0%N/A0.001%
2/9/2021Meeder Asset Management Inc.43,873$0.67M0.1%+209.6%0.009%
2/9/2021Crabel Capital Management LLC253,695$3.87M0.9%N/A0.055%
(Data available from 1/1/2016 forward)

This page was last updated on 4/11/2021 by MarketBeat.com Staff
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