Invesco Preferred ETFPGXETF
13F holders, Q2 2025 (June 30)428holders −23
39new positions
60sold out
3famous investors
$11.18avg. 13F price*
At the end of Q2 2025, 428 institutions reported holding Invesco Preferred ETF (PGX) in their 13F filings, down 23 from Q1 2025. 39 opened new positions and 60 sold out. The largest holders were Bank of America Corp. ($719.4M), Wells Fargo & Company ($173.5M) and Morgan Stanley ($86.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Invesco Preferred ETF
- CUSIP
- 46138E511
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $39.2M |
| Exits | 60 | $36.9M |
All 13F filers, Q1 2025 → Q2 2025: 8,646,593 shares bought and 24,839,763 shares sold, net −16,193,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 428 holders
| Bank of America Corp. | 0.06% | Reduce -3.0% | 64,640,088 | $719.4M |
| Wells Fargo & Company | 0.04% | Reduce -1.0% | 15,587,399 | $173.5M |
| Morgan Stanley | 0.01% | Reduce -10.9% | 7,751,993 | $86.3M |
| LPL Financial LLC | 0.03% | Reduce -54.8% | 6,861,034 | $76.4M |
| UBS Group AG | 0.01% | Reduce -5.7% | 5,212,678 | $58.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.8% | 4,898,208 | $54.4M |
| Spectrum Asset Management, Inc. | 86.12% | Add +28.4% | 4,669,495 | $52.0M |
| JPMorgan Chase & Co. | 0.00% | Add +21.4% | 4,139,050 | $46.1M |
| Bessemer Group Inc. | 0.06% | Add +0.0% | 3,483,513 | $38.8M |
| First Trust Advisors LP | 0.03% | Reduce -53.4% | 3,379,539 | $37.6M |
| Royal Bank of Canada | 0.01% | Reduce -14.9% | 3,089,632 | $34.4M |
| Allworth Financial LP | 0.15% | Add +8.4% | 2,848,588 | $31.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.3% | 2,706,998 | $30.1M |
| Osaic Holdings, Inc. | 0.03% | Add +3.9% | 1,751,764 | $19.5M |
| Renaissance Technologies | 0.02% | New | 1,519,823 | $16.9M |
| Checchi Capital Advisers, LLC | 1.13% | Add +4.5% | 1,457,054 | $16.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.5% | 1,400,851 | $15.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -41.9% | 1,088,556 | $12.1M |
| Cary Street Partners Financial LLC | 0.32% | Add +739.4% | 1,034,211 | $11.5M |
| Private Advisor Group, LLC | 0.06% | Add +40.4% | 947,056 | $10.5M |
| Centiva Capital, LP | 0.66% | New | 900,000 | $10.0M |
| Creative Planning | 0.01% | Add +2.4% | 869,625 | $9.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -39.8% | 519,399 | $9.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.11% | No change | 850,000 | $9.5M |
| Intrepid Financial Planning Group LLC | 3.93% | Reduce -1.7% | 840,224 | $9.4M |
| MAI Capital Management | 0.06% | Add +39.8% | 812,895 | $9.0M |
| Bank of Montreal | 0.00% | Reduce -8.8% | 810,834 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -4.7% | 805,910 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.5% | 790,888 | $8.8M |
| Clearstead Advisors, LLC | 0.12% | Add +10.0% | 787,541 | $8.8M |
| First National Bank & Trust Co. of Newtown | 1.44% | Reduce -0.6% | 645,312 | $7.2M |
| Stifel Financial Corp. | 0.01% | Reduce -4.5% | 630,329 | $7.0M |
| Prairiewood Capital, LLC | 2.55% | Add +0.2% | 616,576 | $6.9M |
| Arkos Global Advisors | 0.90% | Reduce -6.1% | 581,671 | $6.5M |
| Manske Wealth Management | 2.05% | Add +0.9% | 555,855 | $6.2M |
| Truist Financial Corp. | 0.01% | Add +0.9% | 535,948 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.6% | 531,518 | $5.9M |
| Investors Research Corp | 1.05% | Add +8.4% | 481,270 | $5.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +19.8% | 478,826 | $5.3M |
| McAdam, LLC | 0.29% | Reduce -3.4% | 471,310 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.6% | 464,815 | $5.2M |
| Sound Income Strategies, LLC | 0.29% | Reduce -1.0% | 461,867 | $5.1M |
| Plimoth Trust Co. LLC | 1.21% | Add +6.2% | 453,260 | $5.0M |
| Exchange Traded Concepts, LLC | 0.06% | New | 446,029 | $5.0M |
| Field & Main Bank | 1.49% | Add +4.5% | 412,187 | $4.6M |
| Noesis Capital Mangement Corp. | 0.79% | Reduce -7.0% | 407,975 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +78.0% | 404,876 | $4.5M |
| Bluefin Capital Management, LLC | 3.53% | Add +1928.5% | 400,000 | $4.5M |
| Cetera Investment Advisers | 0.01% | Reduce -5.2% | 390,385 | $4.3M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -0.6% | 373,775 | $4.2M |
| Blair William & Co. | 0.01% | Reduce -5.5% | 363,558 | $4.0M |
| Focus Partners Wealth | 0.01% | Reduce -11.7% | 315,730 | $3.5M |
| Modern Wealth Management, LLC | 0.08% | Add +3.3% | 25,287 | $3.4M |
| Global Retirement Partners, LLC | 0.08% | — | 300,722 | $3.3M |
| KCM Investment Advisors LLC | 0.10% | Reduce -3.9% | 272,722 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +17.1% | 263,178 | $2.9M |
| First PREMIER Bank | 0.69% | Reduce -3.3% | 255,975 | $2.8M |
| Baker Avenue Asset Management, LP | 0.08% | Add +0.8% | 251,292 | $2.8M |
| Charles Schwab Trust Co | 0.20% | Add +116.1% | 244,667 | $2.7M |
| Prudential Financial Inc. | 0.00% | Add +4.3% | 210,740 | $2.5M |
| First Hawaiian Bank | 0.34% | Reduce -1.4% | 222,207 | $2.5M |
| MML Investors Services, LLC | 0.01% | Reduce -46.0% | 215,421 | $2.4M |
| Principal Financial Group Inc. | 0.00% | Add +317.0% | 214,012 | $2.4M |
| Avantax Planning Partners, Inc. | 0.07% | Reduce -18.2% | 210,558 | $2.3M |
| KG Capital Management | 0.67% | Reduce -2.6% | 205,191 | $2.3M |
| Cascade Financial Partners, LLC | 0.27% | Reduce -18.1% | 203,478 | $2.3M |
| IFP Advisors, Inc | 0.06% | Add +2.3% | 197,955 | $2.2M |
| White Pine Capital LLC | 0.70% | Add +2.1% | 197,193 | $2.2M |
| World Investment Advisors | 0.05% | Reduce -6.4% | 197,073 | $2.2M |
| Stephens Inc. | 0.03% | Add +7.3% | 195,090 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -63.9% | 188,700 | $2.1M |
| HBK Sorce Advisory LLC | 0.06% | Reduce -3.2% | 186,413 | $2.1M |
| Comerica Bank | 0.01% | Reduce -5.6% | 183,867 | $2.0M |
| Transatlantique Private Wealth LLC | 0.75% | Add +2.9% | 183,385 | $2.0M |
| SG Americas Securities, LLC | 0.01% | New | 182,300 | $2.0M |
| Buck Wealth Strategies, LLC | 0.30% | Add +55.1% | 174,938 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.5% | 170,060 | $1.9M |
| RFG Advisory, LLC | 0.04% | Reduce -69.4% | 168,236 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -37.4% | 168,004 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -5.6% | 166,514 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +9.1% | 166,685 | $1.9M |
| Brighton Securities Corp. | 1.01% | Reduce -45.7% | 165,972 | $1.8M |
| Albion Financial Group | 0.12% | Reduce -2.4% | 161,347 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.9% | 154,165 | $1.7M |
| Cohen & Steers, Inc. | 0.00% | Reduce -75.0% | 152,655 | $1.7M |
| Shepherd Kaplan Krochuk, LLC | 1.47% | Add +4.6% | 152,164 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Add +5.6% | 151,817 | $1.7M |
| NewSquare Capital LLC | 0.12% | Add +28.5% | 142,689 | $1.6M |
| Fiduciary Advisors, Inc. | 1.38% | Add +2.5% | 141,247 | $1.6M |
| Waverly Advisors, LLC | 0.02% | Reduce -8.9% | 134,965 | $1.5M |
| Principal Securities, Inc. | 0.03% | Reduce -28.5% | 132,720 | $1.5M |
| Ibex Wealth Advisors | 0.16% | Add +2.3% | 131,620 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.32% | Reduce -5.9% | 123,383 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +4.0% | 123,356 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -18.3% | 122,149 | $1.4M |
| Tudor Financial Inc. | 0.75% | Reduce -21.7% | 119,370 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -0.5% | 118,618 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Reduce -4.2% | 116,803 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -22.9% | 113,327 | $1.3M |
| Gotham Asset Management | 0.01% | Reduce -10.4% | 112,722 | $1.3M |
| Invesco Ltd. | 0.00% | Add +1.5% | 112,606 | $1.3M |
| Shulman DeMeo Asset Management LLC | 0.29% | Reduce -0.1% | 106,190 | $1.2M |
| &partners | 0.01% | Add +10.7% | 103,661 | $1.2M |
| Independent Wealth Network Inc. | 0.42% | Add +2.1% | 103,248 | $1.1M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -46.4% | 102,385 | $1.1M |
| Glaxis Capital Management, LLC | 1.49% | Reduce -4.8% | 100,000 | $1.1M |
| Mosaic Financial Group, LLC | 0.84% | Add +0.3% | 98,322 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.31% | Reduce -0.9% | 92,811 | $1.0M |
| Tudor Investment Corporation | 0.01% | Add +153.3% | 88,941 | $990K |
| Captrust Financial Advisors | 0.00% | Add +10.1% | 84,548 | $941K |
| AlphaCore Capital LLC | 0.04% | No change | 83,483 | $929K |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -3.9% | 82,640 | $920K |
| Gould Asset Management LLC | 0.17% | Add +3.7% | 80,060 | $891K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -11.8% | 73,834 | $822K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -10.1% | 72,941 | $812K |
| Wealth Advisory Solutions, LLC | 0.20% | Add +25.3% | 71,608 | $797K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 71,438 | $795K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -12.1% | 70,791 | $788K |
| D.A. Davidson & Co. | 0.01% | Reduce -4.5% | 70,572 | $785K |
| Quantinno Capital Management LP | 0.00% | Add +0.7% | 70,469 | $784K |
| Madison Wealth Partners, Inc | 0.17% | Reduce -21.9% | 70,395 | $783K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +15.3% | 70,093 | $780K |
| Shufro Rose & Co. LLC | 0.06% | Reduce -0.2% | 68,857 | $773K |
| Sanchez Wealth Management Group | 0.18% | Add +6.1% | 67,415 | $750K |
| Etesian Wealth Advisors, Inc. | 0.27% | Reduce -11.7% | 65,967 | $734K |
| Iowa State Bank | 0.14% | Reduce -35.9% | 65,062 | $724K |
| CSM Advisors, LLC | 0.02% | No change | 61,700 | $687K |
| Wagner Wealth Management, LLC | 0.15% | Reduce -5.8% | 61,042 | $679K |
| Qube Research & Technologies Ltd | 0.00% | New | 61,020 | $679K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +9.6% | 60,368 | $672K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -86.8% | 60,170 | $670K |
| Cibc World Market Inc. | 0.00% | Reduce -0.3% | 59,585 | $663K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.1% | 59,384 | $661K |
| Greenup Street Wealth Management LLC | 0.11% | Add +4.2% | 58,258 | $648K |
| Simon Quick Advisors, LLC | 0.03% | New | 56,602 | $630K |
| Butensky & Cohen Financial Security, Inc. | 0.19% | Reduce -15.1% | 56,459 | $628K |
| 1620 Investment Advisors, Inc. | 0.45% | Reduce -4.3% | 56,400 | $628K |
| Advisory Alpha, LLC | 0.02% | Reduce -4.4% | 56,383 | $628K |
| Christensen, King & Associates Investment Services, Inc. | 0.28% | Add +24.6% | 55,874 | $622K |
| Lido Advisors, LLC | 0.00% | Add +14.8% | 55,268 | $615K |
| Brighton Jones LLC | 0.02% | Add +1.4% | 55,248 | $615K |
| Aletheian Wealth Advisors LLC | 0.30% | Add +18.7% | 55,082 | $613K |
| Coastwise Capital Group, LLC | 0.48% | Reduce -5.3% | 53,988 | $601K |
| Stone Summit Wealth LLC | 0.17% | Add +6.2% | 50,700 | $564K |
| Summit Financial, LLC | 0.01% | Reduce -6.5% | 50,104 | $558K |
| Rockland Trust Co. | 0.03% | Reduce -0.4% | 48,604 | $541K |
| Old National Bancorp | 0.01% | Reduce -6.5% | 48,574 | $541K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -11.9% | 48,536 | $540K |
| Hilton Capital Management, LLC | 0.04% | Reduce -67.6% | 48,286 | $537K |
| Brightwater Advisory LLC | 0.38% | New | 47,700 | $531K |
| Jackson, Grant Investment Advisers, Inc. | 0.19% | Reduce -1.0% | 47,108 | $524K |
| Ramiah Investment Group | 0.53% | Add +0.8% | 44,135 | $491K |
| Brookstone Capital Management | 0.01% | Reduce -7.0% | 43,925 | $489K |
| Argus Investors' Counsel, Inc. | 0.34% | No change | 43,169 | $480K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.7% | 43,127 | $480K |
| Accel Wealth Management | 0.16% | Reduce -14.1% | 42,742 | $476K |
| Godshalk Welsh Capital Management, Inc. | 0.28% | Reduce -10.9% | 40,900 | $455K |
| Optimum Investment Advisors | 0.20% | No change | 40,862 | $455K |
| Crews Bank & Trust | 0.07% | Add +2.5% | 40,780 | $454K |
| Nautilus Advisors LLC | 0.33% | No change | 40,693 | $453K |
| One Capital Management, LLC | 0.02% | Reduce -8.8% | 40,461 | $450K |
| Everstar Asset Management, LLC | 0.27% | Reduce -5.4% | 40,092 | $446K |
| Private Trust Co. NA | 0.04% | Reduce -4.4% | 40,059 | $446K |
| MeadowBrook Investment Advisors LLC | 0.40% | Reduce -5.8% | 39,862 | $444K |
| Prospera Financial Services Inc | 0.01% | Add +5.5% | 39,723 | $442K |
| Lion Street Advisors, LLC | 0.13% | Reduce -6.1% | 38,526 | $429K |
| WCG Wealth Advisors LLC | 0.03% | New | 38,342 | $427K |
| Park Avenue Securities LLC | 0.00% | New | 37,754 | $420K |
| Cwm, LLC | 0.00% | Add +17.0% | 36,832 | $410K |
| Pines Wealth Management, LLC | 0.14% | Add +7.0% | 36,076 | $407K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -34.1% | 36,493 | $406K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +7.5% | 36,440 | $406K |
| Lanark Financial, Inc. | 0.03% | Add +0.6% | 35,447 | $394K |
| Independence Bank of Kentucky | 0.05% | Reduce -11.5% | 34,710 | $386K |
| Creekside Partners | 0.18% | Add +0.2% | 34,368 | $383K |
| Ariadne Wealth Management, LP | 0.18% | No change | 32,271 | $370K |
| Northstar Advisory Group, LLC | 0.18% | Add +2.0% | 32,992 | $367K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -18.0% | 32,686 | $364K |
| Balanced Wealth Group LLC | 0.16% | Add +141.1% | 31,961 | $362K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -51.3% | 31,716 | $353K |
| Crabel Capital Management, LLC | 0.22% | New | 31,691 | $353K |
| Good Life Advisors, LLC | 0.02% | Reduce -5.2% | 31,647 | $352K |
| Capital Investment Advisors, LLC | 0.01% | Add +75.5% | 31,121 | $346K |
| Beta Wealth Group, Inc. | 0.13% | Reduce -1.5% | 31,097 | $346K |
| Murphy & Mullick Capital Management Corp | 0.28% | Reduce -27.4% | 30,467 | $345K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +0.2% | 30,951 | $344K |
| Daymark Wealth Partners, LLC | 0.01% | Add +12.0% | 30,799 | $343K |
| Sigma Planning Corp | 0.01% | Reduce -63.2% | 30,749 | $342K |
| FF Advisors,LLC | 0.18% | No change | 30,634 | $341K |
| Edge Wealth Management LLC | 0.06% | No change | 30,145 | $336K |
| Atlas Capital Advisors Inc. | 0.04% | No change | 30,000 | $334K |
| SkyOak Wealth, LLC | 0.07% | Add +3.5% | 29,778 | $331K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -19.6% | 29,388 | $327K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 29,250 | $326K |
| Arax Advisory Partners | 0.01% | Reduce -0.2% | 29,089 | $324K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.0% | 28,748 | $322K |
| Friedenthal Financial | 0.18% | Reduce -0.1% | 28,916 | $322K |
| Csenge Advisory Group | 0.02% | Reduce -0.6% | 28,823 | $316K |
| Transcend Capital Advisors, LLC | 0.02% | Add +9.5% | 27,827 | $310K |
| Belpointe Asset Management LLC | 0.01% | Reduce -47.7% | 27,802 | $309K |
| Portland Financial Advisors Inc | 0.74% | Reduce -3.6% | 27,640 | $308K |
| Acute Investment Advisory, LLC | 2.46% | Reduce -37.2% | 27,145 | $302K |
| Perigon Wealth Management, LLC | 0.01% | Add +10.1% | 26,812 | $298K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.5% | 26,801 | $298K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -1.6% | 26,384 | $294K |
| Landaas & Co. /Wi | 0.07% | No change | 25,987 | $289K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -10.0% | 25,687 | $286K |
| Foundations Investment Advisors, LLC | 0.00% | New | 25,571 | $285K |
| IHT Wealth Management, LLC | 0.01% | Reduce -17.8% | 25,425 | $283K |
| Commerce Bank | 0.00% | Reduce -1.3% | 25,391 | $283K |
| Sowell Financial Services LLC | 0.01% | Reduce -68.4% | 25,250 | $281K |
| Oxbow Advisors, LLC | 0.03% | Reduce -2.2% | 25,131 | $280K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -14.8% | 25,063 | $279K |
| Madrona Financial Services, LLC | 0.07% | Add +6.6% | 24,846 | $277K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 24,761 | $276K |
| Camarda Financial Advisors, LLC | 0.11% | Add +36.5% | 24,560 | $273K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 24,516 | $273K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -10.1% | 24,085 | $268K |
| Autumn Glory Partners, LLC | 0.12% | No change | 23,627 | $263K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -4.6% | 23,526 | $262K |
| Wilson & Boucher Capital Management, LLC | 0.18% | No change | 23,400 | $260K |
| Mountain Hill Investment Partners Corp. | 0.21% | No change | 22,905 | $255K |
| Corient Private Wealth LP | 0.00% | Reduce -81.7% | 22,484 | $250K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -55.2% | 22,357 | $249K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -2.6% | 22,301 | $248K |
| Acas, LLC | 0.17% | Add +0.5% | 21,595 | $248K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +9.0% | 22,255 | $248K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -7.9% | 22,125 | $246K |
| Keybank National Association | 0.00% | No change | 21,922 | $244K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -19.4% | 21,803 | $243K |
| Trinity Legacy Partners, LLC | 0.06% | No change | 21,606 | $242K |
| J. W. Coons Advisors, LLC | 0.05% | No change | 21,535 | $240K |
| MIdWestOne Financial Group, Inc. | 0.03% | New | 21,400 | $238K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -2.8% | 21,209 | $236K |
| CVA Family Office, LLC | 0.03% | Add +1.4% | 20,892 | $233K |
| Legacy Private Trust Co. | 0.01% | Reduce -7.6% | 20,700 | $230K |
| MainStreet Investment Advisors LLC | 0.03% | New | 20,518 | $228K |
| Hilltop Holdings Inc. | 0.01% | Add +35.7% | 20,337 | $226K |
| American Trust | 0.02% | New | 20,238 | $225K |
| Evoke Wealth, LLC | 0.01% | No change | 19,848 | $221K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 19,729 | $220K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 19,527 | $217K |
| Apella Capital, LLC | 0.01% | Add +0.9% | 19,196 | $216K |
| North Dallas Bank & Trust Co. | 0.16% | — | 19,250 | $214K |
| Marshall Financial Group, LLC | 0.04% | No change | 19,040 | $214K |
| RDA Financial Network | 0.06% | No change | 18,605 | $207K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.9% | 18,408 | $205K |
| Western Wealth Management, LLC | 0.01% | Reduce -8.7% | 17,926 | $200K |
| Consolidated Portfolio Review Corp | 0.03% | Reduce -5.3% | 17,850 | $199K |
| Two Sigma Securities, LLC | 0.02% | Reduce -71.1% | 17,755 | $198K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -8.1% | 17,509 | $195K |
| Eclectic Associates Inc. | 0.04% | No change | 17,282 | $192K |
| Calton & Associates, Inc. | 0.03% | Add +0.5% | 16,935 | $188K |
| Clear Harbor Asset Management, LLC | 0.01% | Reduce -3.2% | 16,880 | $188K |
| Purus Wealth Management, LLC | 0.06% | Add +0.2% | 16,692 | $186K |
| WealthPlan Investment Management, LLC | 0.01% | Add +1.6% | 16,303 | $181K |
| Texas Yale Capital Corp. | 0.01% | Add +2.9% | 16,250 | $181K |
| AE Wealth Management LLC | 0.00% | Reduce -80.0% | 16,119 | $179K |
| Providence First Trust Co | 0.06% | Reduce -4.2% | 16,100 | $179K |
| Gries Financial LLC | 0.03% | Reduce -62.3% | 15,823 | $176K |
| VestGen Advisors, LLC | 0.01% | Reduce -35.9% | 15,665 | $174K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 15,657 | $174K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -8.4% | 15,287 | $170K |
| Tyler-Stone Wealth Management | 0.03% | Add +0.8% | 15,243 | $170K |
| GenWealth Group, Inc. | 0.03% | No change | 15,069 | $168K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Reduce -13.9% | 14,823 | $165K |
| Financial Insights, Inc. | 0.06% | Add +2.8% | 14,600 | $162K |
| Columbia Advisory Partners LLC | 0.12% | Reduce -0.7% | 14,554 | $162K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -7.3% | 14,512 | $162K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | Reduce -6.5% | 14,389 | $160K |
| Advisors Management Group Inc. | 0.03% | Reduce -9.5% | 14,404 | $160K |
| CAP Partners, LLC | 0.10% | Reduce -0.5% | 14,219 | $158K |
| Savant Capital, LLC | 0.00% | New | 13,900 | $155K |
| Leading Edge Financial Planning LLC | 0.04% | New | 13,827 | $154K |
| CENTRAL TRUST Co | 0.00% | Reduce -13.7% | 13,539 | $151K |
| Matthew Goff Investment Advisor, LLC | 0.03% | No change | 13,460 | $150K |
| Blackston Financial Advisory Group, LLC | 0.09% | Reduce -10.7% | 13,448 | $150K |
| Ascentis Independent Advisors | 0.03% | Reduce -0.0% | 12,996 | $145K |
| CreativeOne Wealth, LLC | 0.00% | New | 12,770 | $142K |
| Carnegie Lake Advisors LLC | 0.06% | Reduce -2.5% | 12,720 | $142K |
| Farrell Financial LLC | 0.09% | Add +1.5% | 12,676 | $141K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -9.7% | 12,675 | $141K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -58.4% | 12,661 | $141K |
| United Community Bank | 0.05% | No change | 12,598 | $140K |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.8% | 12,504 | $139K |
| Wellington Shields & Co., LLC | 0.04% | No change | 12,444 | $139K |
| Joule Financial, LLC | 0.04% | Add +0.7% | 12,320 | $137K |
| Weaver Consulting Group | 0.04% | Reduce -9.3% | 12,314 | $137K |
| FineMark National Bank & Trust | 0.00% | No change | 12,190 | $136K |
| Cookson Peirce & Co. Inc. | 0.01% | No change | 12,154 | $135K |
| Marex Group Ltd | 0.00% | New | 12,000 | $134K |
| Kovack Advisors, Inc. | 0.01% | Reduce -3.7% | 11,823 | $132K |
| Up Strategic Wealth Investment Advisors LLC | 0.10% | Reduce -13.4% | 11,743 | $131K |
| Coordinated Financial Services, Inc. | 0.09% | — | 11,674 | $130K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -6.0% | 11,624 | $129K |
| Merit Financial Group, LLC | 0.00% | Reduce -11.4% | 11,588 | $129K |
| O'ROURKE & COMPANY, Inc | 0.06% | New | 11,420 | $127K |
| Prostatis Group LLC | 0.04% | Add +0.0% | 11,170 | $124K |
| Fortitude Advisory Group L.L.C. | 0.07% | Add +0.0% | 11,066 | $123K |
| Rathbones Group PLC | 0.00% | No change | 11,000 | $122K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -84.2% | 10,909 | $121K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -4.7% | 10,860 | $121K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -15.6% | 10,776 | $120K |
| Moors & Cabot, Inc. | 0.01% | Reduce -4.3% | 10,585 | $118K |
| Wesbanco Bank Inc. | 0.00% | No change | 10,524 | $117K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.04% | No change | 10,375 | $116K |
| Flagstar Securities, Inc. | 0.03% | Reduce -85.3% | 10,430 | $116K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -1.5% | 10,339 | $115K |
| Vontobel Holding Ltd. | 0.00% | No change | 10,250 | $114K |
| Cladis Investment Advisory, LLC | 0.07% | No change | 10,177 | $113K |
| Choreo, LLC | 0.00% | New | 10,026 | $112K |
| S.A. Mason LLC | 0.05% | Add +21.8% | 9,930 | $111K |
| LFA - Lugano Financial Advisors SA | 0.06% | No change | 9,530 | $106K |
| Bank of New Hampshire | 0.03% | Reduce -14.8% | 9,200 | $102K |
| UMB Bank, n.a. | 0.00% | No change | 8,325 | $93K |
| GAMMA Investing LLC | 0.01% | Reduce -76.6% | 8,255 | $92K |
| Consultiva Wealth Management, Corp. | 0.28% | No change | 8,093 | $90K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 8,000 | $89K |
| US Bancorp \de | 0.00% | Add +4.1% | 7,819 | $87K |
| NBT Bank, N.A. | 0.01% | No change | 7,525 | $84K |
| Robbins Farley | 0.04% | No change | 7,473 | $83K |
| Fourth Dimension Wealth, LLC | 0.03% | Reduce -21.2% | 7,086 | $79K |
| Main Street Group, LTD | 0.03% | Reduce -0.7% | 6,747 | $75K |
| AdvisorNet Financial, Inc | 0.00% | No change | 6,650 | $74K |
| Palouse Capital Management, Inc. | 0.05% | No change | 6,629 | $74K |
| CoreCap Advisors, LLC | 0.00% | Add +7.2% | 6,511 | $72K |
| Bangor Savings Bank | 0.01% | No change | 6,500 | $72K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.6% | 6,460 | $72K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 6,419 | $71K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.7% | 5,624 | $63K |
| Provenance Wealth Advisors, LLC | 0.01% | Add +32.5% | 5,591 | $62K |
| Citigroup Inc. | 0.00% | Add +0.2% | 5,511 | $61K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +94.4% | 5,430 | $60K |
| Bellevue Asset Management, LLC | 0.03% | Reduce -5.3% | 5,404 | $60K |
| Atticus Wealth Management, LLC | 0.01% | Add +1.3% | 4,896 | $54K |
| North Star Investment Management Corp. | 0.00% | No change | 4,878 | $54K |
| Cedar Wealth Management, LLC | 0.02% | No change | 4,429 | $49K |
| Millstone Evans Group, LLC | 0.03% | No change | 4,316 | $48K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.1% | 4,212 | $47K |
| First United Bank & Trust | 0.02% | Reduce -23.6% | 4,060 | $45K |
| Peoples Financial Services Corp. | 0.02% | No change | 4,000 | $45K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 3,897 | $44K |
| Blue Trust, Inc. | 0.00% | Add +22.1% | 3,895 | $43K |
| Rogco, LP | 0.02% | Reduce -69.8% | 3,805 | $42K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 3,617 | $40K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 3,535 | $39K |
| SRH Advisors, LLC | 0.01% | No change | 3,500 | $39K |
| Motco | 0.00% | New | 3,400 | $39K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 3,345 | $37K |
| 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 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 3,100 | $35K |
| Kentucky Trust Co | 0.02% | No change | 3,080 | $34K |
| Eastern Bank | 0.00% | No change | 3,000 | $33K |
| Abound Wealth Management | 0.01% | New | 2,972 | $33K |
| Clearstead Trust, LLC | 0.01% | New | 2,851 | $32K |
| TCTC Holdings, LLC | 0.00% | No change | 2,775 | $31K |
| Founders Financial Alliance, LLC | 0.01% | Add +1.2% | 2,611 | $29K |
| Piscataqua Savings Bank | 0.02% | Reduce -19.7% | 2,578 | $29K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,525 | $28K |
| Tompkins Financial Corp. | 0.00% | Reduce -3.2% | 2,506 | $28K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 2,400 | $27K |
| JDM Financial Group LLC | 0.01% | No change | 2,370 | $26K |
| McIlrath & Eck, LLC | 0.00% | Reduce -8.8% | 2,176 | $24K |
| Crewe Advisors LLC | 0.00% | No change | 2,048 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -4.0% | 2,017 | $22K |
| NFSG Corp | 0.00% | No change | 2,000 | $22K |
| Franklin Resources Inc. | 0.00% | No change | 2,000 | $22K |
| Winthrop Capital Management, LLC | 0.01% | Add +1.5% | 1,995 | $22K |
| Redmont Wealth Advisors LLC | 0.03% | No change | 1,861 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.4% | 1,777 | $20K |
| FMR LLC | 0.00% | Reduce -16.9% | 1,725 | $19K |
| Bernard Wealth Management Corp. | 0.01% | Add +0.8% | 1,620 | $18K |
| Larson Financial Group LLC | 0.00% | Add +1.4% | 1,612 | $18K |
| Deutsche Bank AG | 0.00% | No change | 1,570 | $17K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -32.7% | 1,554 | $17K |
| Financial Gravity Companies, Inc. | 0.00% | — | 1,500 | $17K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,479 | $16K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 1,400 | $16K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 1,337 | $15K |
| Princeton Global Asset Management LLC | 0.00% | No change | 1,206 | $13K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,200 | $13K |
| Salomon & Ludwin, LLC | 0.00% | Add +2.1% | 1,170 | $13K |
| Rialto Wealth Management, LLC | 0.00% | No change | 1,108 | $12K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -73.3% | 1,080 | $12K |
| Sunbelt Securities, Inc. | 0.00% | Add +74.7% | 973 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 1,000 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -17.7% | 789 | $9K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -75.0% | 725 | $8K |
| Westside Investment Management, Inc. | 0.00% | No change | 704 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 647 | $7K |
| New England Capital Financial Advisors LLC | 0.00% | New | 608 | $7K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 600 | $7K |
| Fifth Third Bancorp | 0.00% | New | 570 | $6K |
| Traub Capital Management LLC | 0.01% | — | 500 | $6K |
| Richardson Financial Services Inc. | 0.00% | No change | 500 | $6K |
| Adirondack Trust Co. | 0.00% | Reduce -37.5% | 500 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 472 | $5K |
| WealthShield Partners, LLC | 0.00% | Add +48.2% | 455 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 453 | $5K |
| Montag A & Associates Inc. | 0.00% | Add +7.2% | 449 | $5K |
| Spire Wealth Management | 0.00% | New | 441 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 320 | $4K |
| Asset Dedication, LLC | 0.00% | New | 300 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 314 | $3K |
| Nvwm, LLC | 0.00% | No change | 209 | $2K |
| Group One Trading LLC | 0.00% | No change | 200 | $2K |
| GeoWealth Management, LLC | 0.00% | New | 172 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $2K |
| Ameriflex Group, Inc. | 0.00% | Reduce -97.7% | 158 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 129 | $1K |
| Logan Capital Management Inc. | 0.00% | Add +1.1% | 95 | $1K |
| Key Financial Inc | 0.00% | New | 94 | $1K |
| Providence Capital Advisors, LLC | 0.00% | New | 88 | $979 |
| Concord Wealth Partners | 0.00% | Reduce -53.5% | 80 | $890 |
| Atlantic Union Bankshares Corp | 0.00% | New | 72 | $801 |
| Barrett & Company, Inc. | 0.00% | No change | 66 | $735 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 62 | $690 |
| 1 North Wealth Services LLC | 0.00% | No change | 60 | $668 |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -73.0% | 50 | $557 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 50 | $557 |
| Costello Asset Management, INC | 0.00% | Reduce -46.7% | 49 | $541 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 25 | $278 |
| Parkside Financial Bank & Trust | 0.00% | No change | 21 | $234 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 13 | $145 |
| Nemes Rush Group LLC | 0.00% | New | 9 | $102 |
| Assetmark, Inc. | 0.00% | Reduce -96.0% | 3 | $33 |
| BNP Paribas Financial Markets | 0.00% | New | 2 | $22 |
"% of holder's portfolio" is PGX's weight in each manager's 13F, not the share of Invesco Preferred ETF the manager owns.