Invesco Preferred ETFPGXETF
13F holders, Q1 2025 (March 31)451holders −23
36new positions
53sold out
3famous investors
$11.23avg. 13F price*
At the end of Q1 2025, 451 institutions reported holding Invesco Preferred ETF (PGX) in their 13F filings, down 23 from Q4 2024. 36 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($747.8M), Wells Fargo & Company ($176.7M) and LPL Financial LLC ($170.5M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Invesco Preferred ETF
- CUSIP
- 46138E511
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $29.3M |
| Exits | 53 | $36.8M |
All 13F filers, Q4 2024 → Q1 2025: 9,432,297 shares bought and 23,419,355 shares sold, net −13,987,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 451 holders
| Bank of America Corp. | 0.07% | Add +5.1% | 66,645,345 | $747.8M |
| Wells Fargo & Company | 0.04% | Reduce -2.1% | 15,745,410 | $176.7M |
| LPL Financial LLC | 0.07% | Add +3.3% | 15,193,057 | $170.5M |
| Morgan Stanley | 0.01% | Add +0.0% | 8,697,382 | $97.6M |
| First Trust Advisors LP | 0.07% | Reduce -24.5% | 7,251,553 | $81.4M |
| UBS Group AG | 0.01% | Reduce -13.7% | 5,526,051 | $62.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -7.3% | 5,090,455 | $57.1M |
| Spectrum Asset Management, Inc. | 82.34% | Reduce -37.0% | 3,635,591 | $40.8M |
| Royal Bank of Canada | 0.01% | Reduce -5.9% | 3,629,127 | $40.7M |
| Bessemer Group Inc. | 0.07% | No change | 3,482,215 | $39.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.8% | 3,410,126 | $38.3M |
| Raymond James Financial Inc. | 0.01% | Add +8.1% | 2,769,857 | $31.1M |
| Allworth Financial LP | 0.16% | Add +4.7% | 2,627,449 | $29.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +57.4% | 1,874,427 | $21.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -17.9% | 1,685,846 | $18.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.8% | 1,421,724 | $16.0M |
| Checchi Capital Advisers, LLC | 1.11% | Add +20.9% | 1,393,688 | $15.6M |
| Bank of Montreal | 0.01% | Reduce -11.4% | 889,286 | $10.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +65.7% | 862,074 | $9.7M |
| Intrepid Financial Planning Group LLC | 4.44% | Reduce -3.5% | 855,037 | $9.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.13% | New | 850,000 | $9.5M |
| Creative Planning | 0.01% | Reduce -4.3% | 849,390 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -7.9% | 846,024 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.8% | 811,128 | $9.1M |
| Clearstead Advisors, LLC | 0.13% | Reduce -3.1% | 716,037 | $8.0M |
| Live Oak Investment Partners | 5.98% | New | 675,578 | $7.6M |
| Private Advisor Group, LLC | 0.05% | Add +14.1% | 674,509 | $7.6M |
| Stifel Financial Corp. | 0.01% | Add +1.4% | 660,337 | $7.4M |
| First National Bank & Trust Co. of Newtown | 1.53% | Reduce -1.2% | 648,894 | $7.3M |
| Arkos Global Advisors | 1.02% | Reduce -0.1% | 619,572 | $7.0M |
| Prairiewood Capital, LLC | 2.81% | Add +10.1% | 615,424 | $6.9M |
| Cohen & Steers, Inc. | 0.01% | Reduce -87.8% | 611,592 | $6.9M |
| MAI Capital Management | 0.05% | Reduce -4.6% | 581,394 | $6.5M |
| Manske Wealth Management | 2.34% | Add +2.1% | 551,015 | $6.2M |
| RFG Advisory, LLC | 0.17% | Add +12.7% | 550,221 | $6.2M |
| Garrett Wealth Advisory Group, LLC | 1.34% | Add +3.4% | 534,289 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -0.6% | 531,047 | $6.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +2.0% | 522,310 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.1% | 502,872 | $5.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.9% | 489,633 | $5.5M |
| McAdam, LLC | 0.34% | Reduce -16.2% | 487,953 | $5.5M |
| Sound Income Strategies, LLC | 0.31% | Add +3.1% | 466,621 | $5.2M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -20.8% | 454,332 | $5.1M |
| Investors Research Corp | 1.08% | Add +12.1% | 443,852 | $5.0M |
| Noesis Capital Mangement Corp. | 0.98% | Add +0.9% | 438,796 | $4.9M |
| Plimoth Trust Co. LLC | 1.25% | Reduce -3.5% | 427,010 | $4.8M |
| Jane Street Group, LLC | 0.01% | Add +181.6% | 420,120 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +5.5% | 411,582 | $4.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +1.2% | 399,728 | $4.5M |
| MML Investors Services, LLC | 0.01% | Reduce -19.9% | 398,596 | $4.5M |
| Atria Investments, Inc | 0.06% | Reduce -23.0% | 396,645 | $4.5M |
| Field & Main Bank | 1.56% | Add +7.8% | 394,423 | $4.4M |
| Blair William & Co. | 0.01% | Add +0.1% | 384,558 | $4.3M |
| Geneos Wealth Management Inc. | 0.14% | Add +0.5% | 376,110 | $4.2M |
| Focus Partners Wealth | 0.01% | Reduce -5.8% | 357,673 | $4.0M |
| Brighton Securities Corp. | 1.67% | Add +11.2% | 305,740 | $3.4M |
| KCM Investment Advisors LLC | 0.12% | Reduce -17.4% | 283,644 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -29.6% | 268,392 | $3.0M |
| First PREMIER Bank | 0.75% | Add +1.0% | 264,662 | $3.0M |
| Modern Wealth Management, LLC | 0.09% | Add +9.8% | 24,490 | $2.9M |
| Avantax Planning Partners, Inc. | 0.10% | Reduce -1.2% | 257,400 | $2.9M |
| Boothe Investment Group, Inc. | 1.28% | Add +12.3% | 249,835 | $2.8M |
| Baker Avenue Asset Management, LP | 0.09% | Reduce -39.6% | 249,332 | $2.8M |
| Cascade Financial Partners, LLC | 0.35% | Add +179.0% | 248,495 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -50.0% | 227,445 | $2.6M |
| First Hawaiian Bank | 0.37% | Reduce -25.1% | 225,419 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +8.6% | 224,673 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -0.8% | 202,047 | $2.4M |
| KG Capital Management | 0.77% | Add +3.9% | 210,758 | $2.4M |
| World Investment Advisors | 0.06% | Add +0.0% | 210,610 | $2.4M |
| Comerica Bank | 0.01% | Reduce -18.9% | 194,783 | $2.2M |
| IFP Advisors, Inc | 0.07% | Reduce -16.5% | 193,438 | $2.2M |
| White Pine Capital LLC | 0.75% | Add +1.6% | 193,093 | $2.2M |
| HBK Sorce Advisory LLC | 0.06% | Reduce -2.9% | 192,548 | $2.2M |
| Florida Trust Wealth Management Co | 0.07% | Reduce -4.1% | 191,025 | $2.1M |
| Principal Securities, Inc. | 0.05% | Add +2.1% | 185,563 | $2.1M |
| Stephens Inc. | 0.03% | Reduce -24.8% | 181,797 | $2.0M |
| Transatlantique Private Wealth LLC | 0.80% | Add +10.7% | 178,226 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | New | 176,424 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | New | 176,424 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.1% | 174,443 | $2.0M |
| StoneCrest Wealth Management, Inc. | 1.18% | Reduce -11.8% | 165,349 | $1.9M |
| Albion Financial Group | 0.13% | Add +56.6% | 165,223 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +22.8% | 152,826 | $1.7M |
| Tudor Financial Inc. | 1.03% | Reduce -2.4% | 152,370 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -11.5% | 149,525 | $1.7M |
| Hilton Capital Management, LLC | 0.14% | Add +0.7% | 148,910 | $1.7M |
| Waverly Advisors, LLC | 0.02% | Add +0.8% | 148,224 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.2% | 151,302 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +2.9% | 146,932 | $1.6M |
| Shepherd Kaplan Krochuk, LLC | 1.40% | Reduce -3.8% | 145,469 | $1.6M |
| Guggenheim Capital LLC | 0.02% | Reduce -1.3% | 143,822 | $1.6M |
| Fiduciary Advisors, Inc. | 1.53% | Add +1.3% | 137,741 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.35% | Reduce -73.6% | 131,120 | $1.5M |
| Ibex Wealth Advisors | 0.19% | Reduce -4.2% | 128,617 | $1.4M |
| Gotham Asset Management | 0.01% | Add +2.9% | 125,878 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -7.0% | 123,210 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +6.8% | 122,774 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.7% | 121,946 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Reduce -18.1% | 121,856 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -4.5% | 119,226 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -38.8% | 118,591 | $1.3M |
| Charles Schwab Trust Co | 0.11% | Reduce -15.3% | 113,238 | $1.3M |
| Buck Wealth Strategies, LLC | 0.23% | New | 112,804 | $1.3M |
| NewSquare Capital LLC | 0.10% | Add +32.6% | 111,046 | $1.2M |
| Invesco Ltd. | 0.00% | Reduce -7.1% | 110,913 | $1.2M |
| Shulman DeMeo Asset Management LLC | 0.33% | Reduce -0.8% | 106,253 | $1.2M |
| Glaxis Capital Management, LLC | 4.55% | Add +31.3% | 105,000 | $1.2M |
| Crew Capital Management, Ltd | 0.96% | Reduce -1.4% | 104,190 | $1.2M |
| Iowa State Bank | 0.24% | Reduce -90.9% | 101,415 | $1.1M |
| Independent Wealth Network Inc. | 0.45% | Add +11.8% | 101,122 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 100,000 | $1.1M |
| Mosaic Financial Group, LLC | 0.89% | Reduce -7.2% | 98,002 | $1.1M |
| &partners | 0.01% | Reduce -26.3% | 93,630 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.35% | Reduce -11.9% | 93,662 | $1.1M |
| Madison Wealth Partners, Inc | 0.25% | No change | 90,100 | $1.0M |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -0.5% | 85,974 | $965K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.1% | 83,666 | $939K |
| Sigma Planning Corp | 0.03% | Reduce -52.3% | 83,508 | $937K |
| AlphaCore Capital LLC | 0.08% | New | 83,483 | $937K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -5.4% | 81,107 | $910K |
| AE Wealth Management LLC | 0.01% | Reduce -60.1% | 80,812 | $907K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -7.0% | 80,504 | $903K |
| Sowell Financial Services LLC | 0.04% | Reduce -65.5% | 79,817 | $896K |
| Gould Asset Management LLC | 0.18% | Add +2.6% | 77,195 | $866K |
| Captrust Financial Advisors | 0.00% | Reduce -11.5% | 76,776 | $861K |
| Etesian Wealth Advisors, Inc. | 0.36% | Reduce -1.4% | 74,676 | $838K |
| D.A. Davidson & Co. | 0.01% | Reduce -2.5% | 73,935 | $830K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.0% | 71,438 | $802K |
| Flagstar Securities, Inc. | 0.20% | Add +1.3% | 70,713 | $793K |
| Quantinno Capital Management LP | 0.01% | New | 70,000 | $785K |
| GWN Securities Inc. | 0.04% | Add +170.7% | 71,110 | $782K |
| Gateway Wealth Partners, LLC | 0.17% | Add +13.9% | 69,099 | $775K |
| Shufro Rose & Co. LLC | 0.06% | Add +16.0% | 68,977 | $774K |
| Butensky & Cohen Financial Security, Inc. | 0.23% | Reduce -4.5% | 66,521 | $746K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +83.4% | 65,082 | $730K |
| Wagner Wealth Management, LLC | 0.18% | Add +2.4% | 64,820 | $727K |
| Sanchez Wealth Management Group | 0.19% | Add +16.1% | 63,529 | $713K |
| CSM Advisors, LLC | 0.04% | No change | 61,700 | $692K |
| Two Sigma Securities, LLC | 0.11% | Add +178.1% | 61,494 | $690K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +42.7% | 60,819 | $682K |
| Cibc World Market Inc. | 0.00% | Reduce -0.9% | 59,790 | $671K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -1.2% | 59,295 | $665K |
| Advisory Alpha, LLC | 0.02% | Reduce -56.1% | 58,983 | $662K |
| 1620 Investment Advisors, Inc. | 0.52% | Reduce -1.3% | 58,928 | $661K |
| Wealth Advisory Solutions, LLC | 0.17% | Add +9.9% | 57,155 | $641K |
| Coastwise Capital Group, LLC | 0.54% | Reduce -2.2% | 56,994 | $639K |
| Greenup Street Wealth Management LLC | 0.12% | Reduce -16.6% | 55,927 | $628K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -40.5% | 55,395 | $622K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +304.4% | 55,105 | $618K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -31.1% | 55,074 | $618K |
| Brighton Jones LLC | 0.02% | Add +0.2% | 54,456 | $611K |
| Summit Financial, LLC | 0.02% | Reduce -2.6% | 53,599 | $601K |
| Belpointe Asset Management LLC | 0.03% | Add +120.7% | 53,149 | $596K |
| Proquility Private Wealth Partners, LLC | 0.18% | New | 52,997 | $595K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.8% | 52,406 | $588K |
| Old National Bancorp | 0.02% | Reduce -6.6% | 51,923 | $583K |
| Principal Financial Group Inc. | 0.00% | Reduce -92.8% | 51,326 | $576K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +32.9% | 49,950 | $560K |
| Accel Wealth Management | 0.20% | Reduce -9.7% | 49,727 | $558K |
| Rockland Trust Co. | 0.03% | Reduce -0.4% | 48,811 | $548K |
| Lido Advisors, LLC | 0.00% | Reduce -9.7% | 48,158 | $540K |
| Stone Summit Wealth LLC | 0.18% | Add +124.7% | 47,750 | $536K |
| Jackson, Grant Investment Advisers, Inc. | 0.21% | Add +41.6% | 47,601 | $534K |
| Brookstone Capital Management | 0.01% | Reduce -3.9% | 47,254 | $530K |
| Aletheian Wealth Advisors LLC | 0.29% | Reduce -1.2% | 46,406 | $521K |
| Godshalk Welsh Capital Management, Inc. | 0.34% | Reduce -7.1% | 45,900 | $515K |
| Christensen, King & Associates Investment Services, Inc. | 0.24% | Add +0.7% | 44,835 | $515K |
| One Capital Management, LLC | 0.02% | Reduce -94.3% | 44,370 | $498K |
| Bristlecone Advisors, LLC | 0.04% | No change | 44,180 | $496K |
| Ramiah Investment Group | 0.47% | Reduce -20.1% | 43,805 | $491K |
| Acute Investment Advisory, LLC | 2.44% | Reduce -76.9% | 43,207 | $485K |
| Argus Investors' Counsel, Inc. | 0.37% | Add +2.6% | 43,169 | $484K |
| Everstar Asset Management, LLC | 0.32% | No change | 42,392 | $476K |
| MeadowBrook Investment Advisors LLC | 0.45% | Add +1.1% | 42,292 | $475K |
| Murphy & Mullick Capital Management Corp | 0.46% | Reduce -8.5% | 41,936 | $471K |
| Gries Financial LLC | 0.09% | Reduce -46.7% | 41,914 | $470K |
| Private Trust Co. NA | 0.05% | Reduce -0.1% | 41,899 | $470K |
| Lion Street Advisors, LLC | 0.15% | Add +2.2% | 41,015 | $460K |
| Optimum Investment Advisors | 0.22% | Reduce -15.9% | 40,862 | $458K |
| Nautilus Advisors LLC | 0.38% | No change | 40,693 | $457K |
| Level Four Advisory Services, LLC | 0.02% | Add +1.8% | 39,842 | $447K |
| Crews Bank & Trust | 0.08% | Add +0.5% | 39,780 | $446K |
| Independence Bank of Kentucky | 0.07% | Reduce -14.3% | 39,235 | $440K |
| NewEdge Wealth, LLC | 0.01% | Reduce -4.7% | 37,831 | $424K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.3% | 37,669 | $423K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.8% | 36,531 | $410K |
| GAMMA Investing LLC | 0.03% | Add +27.4% | 35,246 | $395K |
| Lanark Financial, Inc. | 0.03% | — | 35,247 | $395K |
| Tudor Investment Corporation | 0.00% | Reduce -63.1% | 35,120 | $394K |
| Creekside Partners | 0.20% | Add +0.2% | 34,303 | $385K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.4% | 33,895 | $380K |
| International Assets Investment Management, LLC | 0.03% | Add +8.2% | 33,879 | $380K |
| Good Life Advisors, LLC | 0.03% | Add +4.5% | 33,374 | $374K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -28.8% | 30,416 | $371K |
| Pines Wealth Management, LLC | 0.17% | Add +11.2% | 33,706 | $368K |
| Northstar Advisory Group, LLC | 0.24% | Add +3.4% | 32,333 | $363K |
| Ariadne Wealth Management, LP | 0.19% | No change | 32,271 | $357K |
| Beta Wealth Group, Inc. | 0.13% | Reduce -54.4% | 31,580 | $354K |
| Cwm, LLC | 0.00% | Reduce -1.3% | 31,476 | $353K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -14.4% | 31,109 | $349K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.8% | 30,933 | $347K |
| Patriot Investment Management Group, Inc. | 0.03% | Add +0.2% | 30,897 | $347K |
| FF Advisors,LLC | 0.19% | Add +21.5% | 30,634 | $340K |
| Edge Wealth Management LLC | 0.07% | Add +7.9% | 30,145 | $338K |
| Atlas Capital Advisors Inc. | 0.04% | No change | 30,000 | $337K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -91.0% | 29,414 | $330K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +10.4% | 29,250 | $328K |
| Arax Advisory Partners | 0.02% | Reduce -17.5% | 29,144 | $327K |
| Mutual Advisors, LLC | 0.01% | Add +5.2% | 29,335 | $325K |
| Friedenthal Financial | 0.19% | Reduce -8.5% | 28,940 | $325K |
| SkyOak Wealth, LLC | 0.07% | No change | 28,778 | $323K |
| Wolverine Trading, LLC | 0.01% | New | 28,417 | $322K |
| Portland Financial Advisors Inc | 0.82% | Reduce -12.3% | 28,670 | $322K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -3.0% | 28,532 | $321K |
| Csenge Advisory Group | 0.02% | Add +8.6% | 29,006 | $317K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -81.0% | 27,510 | $309K |
| Wiser Advisor Group LLC | 0.45% | Add +0.1% | 27,318 | $307K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +134.4% | 27,047 | $303K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.7% | 26,936 | $302K |
| Farther Finance Advisors, LLC | 0.01% | Add +1730.7% | 26,802 | $302K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -1.3% | 26,828 | $301K |
| Landaas & Co. /Wi | 0.08% | No change | 25,987 | $292K |
| Commerce Bank | 0.00% | New | 25,720 | $289K |
| Oxbow Advisors, LLC | 0.03% | Add +69.5% | 25,688 | $288K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -17.5% | 25,413 | $285K |
| Fortis Capital Advisors, LLC | 0.06% | New | 25,347 | $284K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 24,761 | $278K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -23.5% | 24,661 | $277K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 24,516 | $275K |
| VestGen Advisors, LLC | 0.01% | — | 24,423 | $274K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.7% | 24,358 | $273K |
| Pinnacle Associates Ltd. | 0.00% | Add +18.1% | 24,018 | $269K |
| Integrated Advisors Network LLC | 0.01% | New | 23,811 | $267K |
| Autumn Glory Partners, LLC | 0.13% | No change | 23,627 | $265K |
| Wilson & Boucher Capital Management, LLC | 0.20% | Reduce -4.1% | 23,400 | $263K |
| Madrona Financial Services, LLC | 0.07% | Add +3.5% | 23,299 | $261K |
| Mountain Hill Investment Partners Corp. | 0.25% | No change | 22,905 | $257K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -7.6% | 22,888 | $257K |
| Legacy Private Trust Co. | 0.02% | New | 22,405 | $251K |
| Keybank National Association | 0.00% | Add +0.6% | 21,922 | $246K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 21,816 | $245K |
| J. W. Coons Advisors, LLC | 0.06% | Reduce -16.5% | 21,535 | $242K |
| Curbstone Financial Management Corp | 0.05% | New | 21,470 | $241K |
| Trinity Legacy Partners, LLC | 0.06% | Reduce -94.5% | 21,606 | $239K |
| Acas, LLC | 0.18% | Add +0.5% | 21,479 | $236K |
| CVA Family Office, LLC | 0.04% | Add +1.4% | 20,600 | $231K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 20,420 | $229K |
| Evoke Wealth, LLC | 0.01% | No change | 19,848 | $223K |
| Bluefin Capital Management, LLC | 0.18% | — | 19,719 | $221K |
| Western Wealth Management, LLC | 0.01% | Reduce -23.2% | 19,639 | $220K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 19,527 | $219K |
| Cresset Asset Management, LLC | 0.00% | Add +1.1% | 19,217 | $216K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -13.2% | 19,056 | $214K |
| Marshall Financial Group, LLC | 0.05% | No change | 19,040 | $214K |
| Consolidated Portfolio Review Corp | 0.03% | Add +9.3% | 18,850 | $211K |
| Apella Capital, LLC | 0.01% | Add +0.9% | 19,020 | $211K |
| RDA Financial Network | 0.06% | Reduce -7.5% | 18,605 | $209K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.9% | 18,236 | $205K |
| Camarda Financial Advisors, LLC | 0.09% | New | 17,995 | $202K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -0.1% | 17,737 | $199K |
| BCS Wealth Management | 0.05% | Reduce -29.9% | 17,587 | $197K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 17,430 | $196K |
| Eclectic Associates Inc. | 0.05% | No change | 17,282 | $194K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +4.0% | 17,209 | $193K |
| Calton & Associates, Inc. | 0.04% | New | 16,846 | $189K |
| Providence First Trust Co | 0.08% | Reduce -20.0% | 16,800 | $188K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -35.6% | 16,686 | $187K |
| Purus Wealth Management, LLC | 0.08% | Add +0.2% | 16,661 | $187K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.6% | 16,064 | $180K |
| WealthPlan Investment Management, LLC | 0.02% | Add +7.0% | 16,047 | $180K |
| FWL Investment Management, LLC | 0.07% | Add +60.0% | 16,000 | $180K |
| Advisors Management Group Inc. | 0.04% | Reduce -98.8% | 15,923 | $179K |
| Texas Yale Capital Corp. | 0.01% | Add +20.6% | 15,800 | $177K |
| Silver Oak Securities, Incorporated | 0.02% | Add +31.5% | 15,646 | $177K |
| CENTRAL TRUST Co | 0.00% | Reduce -5.8% | 15,694 | $176K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 15,389 | $173K |
| Tyler-Stone Wealth Management | 0.03% | Reduce -5.1% | 15,128 | $170K |
| GenWealth Group, Inc. | 0.04% | No change | 15,069 | $169K |
| Blackston Financial Advisory Group, LLC | 0.11% | Reduce -4.7% | 15,054 | $169K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 15,000 | $168K |
| Hilltop Holdings Inc. | 0.01% | No change | 14,987 | $168K |
| Columbia Advisory Partners LLC | 0.14% | Add +1.2% | 14,658 | $164K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 14,423 | $162K |
| CAP Partners, LLC | 0.12% | Reduce -17.3% | 14,293 | $160K |
| Financial Insights, Inc. | 0.06% | No change | 14,200 | $159K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -50.3% | 14,035 | $158K |
| Red Door Wealth Management, LLC | 0.02% | Reduce -6.7% | 14,000 | $157K |
| Weaver Consulting Group | 0.05% | No change | 13,571 | $152K |
| Up Strategic Wealth Investment Advisors LLC | 0.14% | Add +15.3% | 13,563 | $152K |
| Advisory Services Network, LLC | 0.00% | Reduce -44.4% | 13,487 | $151K |
| Matthew Goff Investment Advisor, LLC | 0.03% | No change | 13,460 | $151K |
| Balanced Wealth Group LLC | 0.07% | Reduce -67.5% | 13,257 | $149K |
| Merit Financial Group, LLC | 0.00% | Reduce -36.9% | 13,085 | $147K |
| GTS Securities LLC | 0.01% | New | 13,080 | $147K |
| Carnegie Lake Advisors LLC | 0.06% | Reduce -21.1% | 13,052 | $146K |
| Ascentis Independent Advisors | 0.03% | Reduce -4.6% | 13,000 | $146K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 12,767 | $143K |
| Rogco, LP | 0.06% | No change | 12,605 | $141K |
| United Community Bank | 0.05% | Reduce -2.6% | 12,598 | $141K |
| Fisher Asset Management | 0.00% | New | 12,527 | $141K |
| Farrell Financial LLC | 0.10% | Add +1.1% | 12,494 | $140K |
| Wellington Shields & Co., LLC | 0.04% | No change | 12,444 | $140K |
| Global Assets Advisory, LLC | 0.03% | New | 12,594 | $140K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -2.0% | 12,373 | $139K |
| Kovack Advisors, Inc. | 0.01% | Add +1.6% | 12,281 | $138K |
| Joule Financial, LLC | 0.05% | Reduce -29.7% | 12,229 | $137K |
| FineMark National Bank & Trust | 0.01% | No change | 12,190 | $137K |
| Cookson Peirce & Co. Inc. | 0.01% | Add +0.4% | 12,154 | $136K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -3.3% | 12,051 | $135K |
| Paragon Private Wealth Management, LLC | 0.06% | Reduce -51.3% | 11,939 | $134K |
| Alpha Cubed Investments, LLC | 0.01% | New | 11,752 | $132K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | Reduce -59.8% | 11,433 | $128K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.4% | 11,398 | $128K |
| Coordinated Financial Services, Inc. | 0.10% | — | 11,334 | $127K |
| Hilltop Partners LLC | 0.04% | Reduce -5.0% | 11,250 | $126K |
| Prostatis Group LLC | 0.04% | Add +0.0% | 11,168 | $125K |
| Balanced Rock Investment Advisors LLC | 0.10% | Reduce -5.0% | 11,097 | $125K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.2% | 11,064 | $124K |
| Rathbones Group PLC | 0.00% | No change | 11,000 | $123K |
| Roger Wittlin Investment Advisory, LLC | 0.07% | Add +1.5% | 10,980 | $123K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 10,809 | $121K |
| Bank of New Hampshire | 0.03% | No change | 10,800 | $121K |
| Fortitude Advisory Group L.L.C. | 0.09% | Add +0.0% | 11,064 | $120K |
| Old Port Advisors | 0.04% | Reduce -6.7% | 10,578 | $119K |
| Wesbanco Bank Inc. | 0.00% | Add +1.3% | 10,524 | $118K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -1.3% | 10,493 | $118K |
| Vontobel Holding Ltd. | 0.00% | No change | 10,250 | $115K |
| Cladis Investment Advisory, LLC | 0.08% | No change | 10,177 | $114K |
| HMV Wealth Advisors, LLC | 0.09% | No change | 10,095 | $113K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.05% | No change | 10,375 | $113K |
| Orrstown Financial Services Inc. | 0.03% | No change | 10,000 | $112K |
| LFA - Lugano Financial Advisors SA | 0.07% | Add +382.5% | 9,530 | $107K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 9,178 | $106K |
| Fourth Dimension Wealth, LLC | 0.05% | Reduce -0.8% | 8,993 | $101K |
| UMB Bank, n.a. | 0.00% | No change | 8,325 | $93K |
| S.A. Mason LLC | 0.05% | No change | 8,155 | $91K |
| Consultiva Wealth Management, Corp. | 0.31% | No change | 8,093 | $91K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 8,000 | $90K |
| Register Financial Advisors LLC | 0.04% | Add +0.6% | 7,611 | $85K |
| NBT Bank, N.A. | 0.01% | Add +9.1% | 7,525 | $84K |
| US Bancorp \de | 0.00% | Reduce -0.5% | 7,508 | $84K |
| Robbins Farley | 0.04% | No change | 7,473 | $84K |
| Ameriflex Group, Inc. | 0.03% | Reduce -12.7% | 6,851 | $77K |
| Main Street Group, LTD | 0.03% | Add +44.0% | 6,796 | $76K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -7.0% | 6,650 | $75K |
| Palouse Capital Management, Inc. | 0.05% | No change | 6,629 | $74K |
| Bangor Savings Bank | 0.01% | No change | 6,500 | $73K |
| Parallel Advisors, LLC | 0.00% | Add +0.6% | 6,498 | $73K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -3.2% | 6,415 | $72K |
| CoreCap Advisors, LLC | 0.00% | Reduce -97.6% | 6,076 | $68K |
| Harbour Investments, Inc. | 0.00% | Add +25.5% | 5,720 | $64K |
| Bellevue Asset Management, LLC | 0.03% | Reduce -10.9% | 5,704 | $64K |
| Citigroup Inc. | 0.00% | Reduce -0.7% | 5,500 | $62K |
| First United Bank & Trust | 0.02% | Reduce -67.8% | 5,315 | $60K |
| North Star Investment Management Corp. | 0.00% | No change | 4,878 | $55K |
| Atticus Wealth Management, LLC | 0.02% | Reduce -79.9% | 4,835 | $54K |
| Cedar Wealth Management, LLC | 0.02% | No change | 4,429 | $50K |
| Millstone Evans Group, LLC | 0.03% | No change | 4,316 | $48K |
| Basso Capital Management, L.P. | 0.04% | No change | 4,258 | $48K |
| Provenance Wealth Advisors, LLC | 0.01% | New | 4,220 | $47K |
| Aptus Capital Advisors, LLC | 0.00% | Add +8.0% | 4,047 | $45K |
| HHM Wealth Advisors, LLC | 0.01% | Add +1.1% | 4,040 | $45K |
| Peoples Financial Services Corp. | 0.02% | No change | 4,000 | $45K |
| SVB Wealth LLC | 0.00% | New | 3,860 | $43K |
| Roxbury Financial LLC | 0.04% | Add +0.8% | 3,546 | $41K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 3,617 | $41K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 3,535 | $40K |
| SRH Advisors, LLC | 0.01% | No change | 3,500 | $39K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 3,345 | $38K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 3,280 | $37K |
| Wellington Shields Capital Management, LLC | 0.01% | No change | 3,240 | $36K |
| Piscataqua Savings Bank | 0.03% | Reduce -29.1% | 3,211 | $36K |
| Blue Trust, Inc. | 0.00% | Add +52.8% | 3,191 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 3,100 | $35K |
| Kentucky Trust Co | 0.02% | No change | 3,080 | $35K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 3,000 | $34K |
| Eastern Bank | 0.00% | No change | 3,000 | $34K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -28.0% | 2,899 | $33K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 2,793 | $31K |
| TCTC Holdings, LLC | 0.00% | No change | 2,775 | $31K |
| Tompkins Financial Corp. | 0.00% | Reduce -12.6% | 2,589 | $29K |
| Founders Financial Alliance, LLC | 0.01% | Add +1.2% | 2,580 | $29K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,525 | $28K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 2,400 | $27K |
| McIlrath & Eck, LLC | 0.00% | No change | 2,386 | $27K |
| JDM Financial Group LLC | 0.01% | No change | 2,370 | $27K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.5% | 2,310 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -46.7% | 2,100 | $24K |
| FMR LLC | 0.00% | Reduce -36.8% | 2,075 | $23K |
| Crewe Advisors LLC | 0.00% | Reduce -5.8% | 2,048 | $23K |
| NFSG Corp | 0.01% | Reduce -39.9% | 2,000 | $22K |
| Franklin Resources Inc. | 0.00% | No change | 2,000 | $22K |
| Winthrop Capital Management, LLC | 0.01% | Add +1.4% | 1,966 | $22K |
| Redmont Wealth Advisors LLC | 0.04% | New | 1,861 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.5% | 1,752 | $20K |
| Capital Analysts, LLC | 0.00% | No change | 1,756 | $20K |
| Bernard Wealth Management Corp. | 0.01% | Reduce -8.2% | 1,608 | $18K |
| Larson Financial Group LLC | 0.00% | Add +1.5% | 1,589 | $18K |
| Deutsche Bank AG | 0.00% | No change | 1,570 | $18K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 1,500 | $17K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,479 | $17K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 1,337 | $15K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 1,273 | $14K |
| Princeton Global Asset Management LLC | 0.00% | No change | 1,206 | $14K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -74.6% | 1,200 | $13K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,146 | $13K |
| Rialto Wealth Management, LLC | 0.00% | No change | 1,108 | $12K |
| Webster Bank, N. A. | 0.00% | No change | 1,052 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 1,000 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 959 | $11K |
| Fairway Wealth LLC | 0.00% | No change | 868 | $10K |
| Adirondack Trust Co. | 0.00% | No change | 800 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 704 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 647 | $7K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 600 | $7K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -42.8% | 557 | $6K |
| Richardson Financial Services Inc. | 0.00% | No change | 500 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 472 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 453 | $5K |
| NorthRock Partners, LLC | 0.00% | New | 447 | $5K |
| Montag A & Associates Inc. | 0.00% | No change | 419 | $5K |
| IFS Advisors, LLC | 0.00% | Add +33.3% | 400 | $4K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -11.1% | 399 | $4K |
| Towne Trust Company, N.A | 0.00% | No change | 351 | $4K |
| Ancora Advisors LLC | 0.00% | New | 320 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 307 | $3K |
| Bokf, NA | 0.00% | No change | 304 | $3K |
| Truvestments Capital LLC | 0.00% | New | 241 | $3K |
| Nvwm, LLC | 0.00% | No change | 209 | $2K |
| Group One Trading LLC | 0.00% | No change | 200 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -31.7% | 185 | $2K |
| Concord Wealth Partners | 0.00% | No change | 172 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 129 | $1K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 108 | $1K |
| Mather Group, Llc. | 0.00% | New | 100 | $1K |
| Logan Capital Management Inc. | 0.00% | Add +1.1% | 94 | $1K |
| Costello Asset Management, INC | 0.00% | New | 92 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -18.5% | 75 | $842 |
| Sandy Spring Bank | 0.00% | No change | 72 | $808 |
| Barrett & Company, Inc. | 0.00% | No change | 66 | $740 |
| PSI Advisors, LLC | 0.00% | Reduce -57.9% | 61 | $684 |
| 1 North Wealth Services LLC | 0.00% | New | 60 | $673 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 59 | $662 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 50 | $561 |
| Horizon Investments, LLC | 0.00% | No change | 34 | $379 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 25 | $281 |
| Parkside Financial Bank & Trust | 0.00% | No change | 21 | $236 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 13 | $146 |
| Smartleaf Asset Management LLC | 0.00% | No change | 6 | $70 |
"% of holder's portfolio" is PGX's weight in each manager's 13F, not the share of Invesco Preferred ETF the manager owns.