Invesco Preferred ETFPGXETF
13F holders, Q3 2025 (September 30)402holders −26
31new positions
49sold out
1famous investor
$11.63avg. 13F price*
At the end of Q3 2025, 402 institutions reported holding Invesco Preferred ETF (PGX) in their 13F filings, down 26 from Q2 2025. 31 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($765.3M), Wells Fargo & Company ($171.1M) and Morgan Stanley ($91.0M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Invesco Preferred ETF
- CUSIP
- 46138E511
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $30.0M |
| Exits | 49 | $88.9M |
All 13F filers, Q2 2025 → Q3 2025: 7,003,963 shares bought and 14,655,643 shares sold, net −7,651,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 402 holders
| Bank of America Corp. | 0.06% | Add +2.1% | 65,973,646 | $765.3M |
| Wells Fargo & Company | 0.04% | Reduce -5.4% | 14,748,780 | $171.1M |
| Morgan Stanley | 0.01% | Add +1.2% | 7,844,881 | $91.0M |
| LPL Financial LLC | 0.02% | Reduce -5.1% | 6,512,414 | $75.5M |
| JPMorgan Chase & Co. | 0.00% | Add +7.2% | 4,437,063 | $51.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -16.8% | 4,077,835 | $47.2M |
| UBS Group AG | 0.01% | Reduce -22.4% | 4,044,589 | $46.9M |
| Spectrum Asset Management, Inc. | 96.45% | Reduce -22.2% | 3,633,270 | $42.1M |
| Bessemer Group Inc. | 0.06% | Reduce -0.0% | 3,482,718 | $40.4M |
| Royal Bank of Canada | 0.01% | Add +5.2% | 3,248,788 | $37.7M |
| Allworth Financial LP | 0.16% | Add +7.1% | 3,050,046 | $35.4M |
| Raymond James Financial Inc. | 0.01% | Add +7.2% | 2,901,409 | $33.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -2.0% | 1,717,090 | $19.7M |
| Checchi Capital Advisers, LLC | 1.24% | Add +6.4% | 1,550,907 | $18.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -6.3% | 1,312,229 | $15.2M |
| Mader & Shannon Wealth Management, Inc. | 7.08% | New | 1,245,561 | $14.4M |
| Clearstead Advisors, LLC | 0.21% | Add +54.5% | 1,216,444 | $14.1M |
| Cary Street Partners Financial LLC | 0.33% | Add +5.6% | 1,092,414 | $12.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.3% | 1,019,952 | $11.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -4.7% | 903,062 | $10.5M |
| MAI Capital Management | 0.06% | Add +8.4% | 881,283 | $10.2M |
| Creative Planning | 0.01% | Add +1.1% | 879,203 | $10.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +56.7% | 813,910 | $9.4M |
| Bank of Montreal | 0.00% | Reduce -1.8% | 796,525 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.1% | 789,123 | $9.2M |
| Intrepid Financial Planning Group LLC | 3.06% | Reduce -17.6% | 692,093 | $8.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.5% | 660,118 | $7.7M |
| Prairiewood Capital, LLC | 2.52% | Add +6.2% | 655,022 | $7.6M |
| First National Bank & Trust Co. of Newtown | 1.40% | Reduce -1.7% | 634,580 | $7.4M |
| Stifel Financial Corp. | 0.01% | Reduce -4.3% | 602,909 | $7.0M |
| Manske Wealth Management | 2.12% | Add +7.2% | 596,045 | $6.9M |
| Advisors Preferred, LLC | 0.95% | New | 547,692 | $6.4M |
| Truist Financial Corp. | 0.01% | Reduce -0.1% | 535,487 | $6.2M |
| Investors Research Corp | 1.09% | Add +5.6% | 508,239 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.1% | 504,244 | $5.8M |
| McAdam, LLC | 0.27% | Reduce -0.9% | 467,163 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.1% | 464,126 | $5.4M |
| Plimoth Trust Co. LLC | 1.21% | Add +1.4% | 459,670 | $5.3M |
| Arkos Global Advisors | 0.67% | Reduce -22.2% | 452,361 | $5.2M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -6.5% | 447,597 | $5.2M |
| Sound Income Strategies, LLC | 0.27% | Reduce -6.7% | 430,944 | $5.0M |
| Focus Partners Wealth | 0.01% | Add +34.0% | 422,939 | $4.9M |
| Field & Main Bank | 1.41% | Add +0.0% | 412,233 | $4.8M |
| Blair William & Co. | 0.01% | Add +12.8% | 410,030 | $4.8M |
| Noesis Capital Mangement Corp. | 0.73% | Reduce -0.3% | 406,637 | $4.7M |
| Cetera Investment Advisers | 0.01% | Reduce -0.2% | 389,731 | $4.5M |
| SG Americas Securities, LLC | 0.02% | Add +110.0% | 382,831 | $4.4M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -1.2% | 369,294 | $4.3M |
| Modern Wealth Management, LLC | 0.07% | Add +0.2% | 25,345 | $3.8M |
| Harfst & Associates, Inc. | 0.66% | New | 306,267 | $3.6M |
| Global Retirement Partners, LLC | 0.08% | Reduce -3.7% | 289,547 | $3.4M |
| Oppenheimer & Co. Inc. | 0.04% | Add +8.2% | 284,870 | $3.3M |
| Baker Avenue Asset Management, LP | 0.08% | Add +8.2% | 271,980 | $3.2M |
| KCM Investment Advisors LLC | 0.10% | Reduce -2.9% | 264,813 | $3.1M |
| First Hawaiian Bank | 0.37% | Add +11.3% | 247,338 | $2.9M |
| Charles Schwab Trust Co | 0.19% | Reduce -0.2% | 244,161 | $2.8M |
| First PREMIER Bank | 0.64% | Reduce -4.6% | 244,181 | $2.8M |
| Transatlantique Private Wealth LLC | 0.83% | Add +19.3% | 218,692 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -1.6% | 207,349 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -48.9% | 206,971 | $2.4M |
| Stephens Inc. | 0.03% | Add +5.7% | 206,223 | $2.4M |
| MML Investors Services, LLC | 0.01% | Reduce -4.6% | 205,428 | $2.4M |
| IFP Advisors, Inc | 0.06% | Add +1.8% | 201,485 | $2.3M |
| KG Capital Management | 0.63% | Reduce -3.6% | 197,824 | $2.3M |
| World Investment Advisors | 0.05% | Reduce -2.5% | 192,127 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.7% | 191,976 | $2.2M |
| White Pine Capital LLC | 0.63% | Reduce -3.4% | 190,460 | $2.2M |
| HBK Sorce Advisory LLC | 0.05% | Reduce -0.8% | 185,017 | $2.1M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -17.0% | 174,742 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Add +1.6% | 172,775 | $2.0M |
| Fiduciary Advisors, Inc. | 1.60% | Add +20.6% | 170,365 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +0.7% | 167,868 | $2.0M |
| Albion Financial Group | 0.12% | Add +1.7% | 164,154 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.7% | 163,689 | $1.9M |
| Brighton Securities Corp. | 0.95% | Reduce -5.7% | 156,453 | $1.8M |
| Shepherd Kaplan Krochuk, LLC | 1.46% | Add +0.6% | 153,126 | $1.8M |
| NewSquare Capital LLC | 0.12% | Add +3.2% | 147,317 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +23.4% | 139,871 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +12.3% | 138,503 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Reduce -9.0% | 138,089 | $1.6M |
| Quadrature Capital Ltd | 0.02% | New | 133,629 | $1.5M |
| RFG Advisory, LLC | 0.03% | Reduce -20.9% | 133,152 | $1.5M |
| Comerica Bank | 0.01% | Reduce -28.7% | 131,083 | $1.5M |
| Ibex Wealth Advisors | 0.14% | Reduce -1.3% | 129,963 | $1.5M |
| Principal Securities, Inc. | 0.02% | Reduce -2.2% | 129,787 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +7.7% | 127,734 | $1.5M |
| Cascade Financial Partners, LLC | 0.17% | Reduce -37.8% | 126,565 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -18.6% | 125,506 | $1.5M |
| Gotham Asset Management | 0.01% | Add +8.4% | 122,156 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Reduce -10.2% | 121,170 | $1.4M |
| Tudor Financial Inc. | 0.73% | Reduce -0.5% | 118,725 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -4.5% | 116,658 | $1.4M |
| Independent Wealth Network Inc. | 0.42% | Add +9.3% | 112,879 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -34.4% | 110,208 | $1.3M |
| Cohen & Steers, Inc. | 0.00% | Reduce -28.7% | 108,886 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +5350000.0% | 107,002 | $1.2M |
| Shulman DeMeo Asset Management LLC | 0.28% | Add +0.0% | 106,197 | $1.2M |
| Invesco Ltd. | 0.00% | Reduce -6.0% | 105,868 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Reduce -10.0% | 105,158 | $1.2M |
| Glaxis Capital Management, LLC | 1.93% | No change | 100,000 | $1.2M |
| &partners | 0.01% | Add +2.6% | 106,413 | $1.2M |
| Mosaic Financial Group, LLC | 0.81% | Add +0.3% | 98,648 | $1.1M |
| Lion Street Advisors, LLC | 0.37% | Add +82.7% | 70,381 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.28% | Reduce -2.9% | 90,116 | $1.0M |
| Florida Trust Wealth Management Co | 0.03% | Reduce -15.9% | 86,145 | $999K |
| Cherry Tree Wealth Management, LLC | 0.21% | Reduce -31.6% | 84,365 | $979K |
| AlphaCore Capital LLC | 0.03% | No change | 83,483 | $968K |
| Wealth Advisory Solutions, LLC | 0.23% | Add +12.6% | 80,622 | $935K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -8.5% | 75,645 | $877K |
| Gould Asset Management LLC | 0.16% | Reduce -6.3% | 75,008 | $870K |
| D.A. Davidson & Co. | 0.01% | Add +3.5% | 73,063 | $848K |
| Captrust Financial Advisors | 0.00% | Reduce -14.2% | 72,532 | $841K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 71,438 | $829K |
| Susquehanna International Group, LLP | 0.00% | Add +471.2% | 71,428 | $829K |
| Madison Wealth Partners, Inc | 0.16% | No change | 70,395 | $817K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.0% | 70,146 | $814K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -1.0% | 69,378 | $805K |
| Shufro Rose & Co. LLC | 0.06% | Reduce -0.7% | 68,357 | $767K |
| Cibc World Market Inc. | 0.00% | Add +7.8% | 64,217 | $745K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -12.5% | 61,938 | $718K |
| Lido Advisors, LLC | 0.00% | Add +10.8% | 61,257 | $711K |
| Greenup Street Wealth Management LLC | 0.11% | Add +3.7% | 60,416 | $701K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.5% | 59,861 | $694K |
| Summit Financial, LLC | 0.01% | Add +19.0% | 59,637 | $692K |
| Simon Quick Advisors, LLC | 0.03% | Add +4.8% | 59,349 | $688K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -0.2% | 59,290 | $688K |
| CreativeOne Wealth, LLC | 0.02% | Add +357.0% | 58,356 | $677K |
| Wagner Wealth Management, LLC | 0.16% | Reduce -4.5% | 58,263 | $676K |
| New England Private Wealth Advisors LLC | 0.09% | New | 57,766 | $670K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.3% | 56,240 | $660K |
| 1620 Investment Advisors, Inc. | 0.45% | Add +0.3% | 56,543 | $656K |
| VestGen Advisors, LLC | 0.02% | Add +260.9% | 56,527 | $656K |
| Etesian Wealth Advisors, Inc. | 0.22% | Reduce -14.6% | 56,309 | $653K |
| Brighton Jones LLC | 0.02% | Add +1.5% | 56,056 | $650K |
| Aletheian Wealth Advisors LLC | 0.30% | Add +0.5% | 55,348 | $642K |
| Christensen, King & Associates Investment Services, Inc. | 0.28% | Reduce -1.1% | 55,253 | $641K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -25.5% | 54,335 | $630K |
| Butensky & Cohen Financial Security, Inc. | 0.18% | Reduce -3.9% | 54,276 | $630K |
| Private Trust Co. NA | 0.05% | Add +33.8% | 53,586 | $622K |
| Old National Bancorp | 0.01% | Add +9.0% | 52,959 | $614K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -13.9% | 51,979 | $603K |
| Coastwise Capital Group, LLC | 0.42% | Reduce -4.5% | 51,582 | $598K |
| Rockland Trust Co. | 0.02% | No change | 48,604 | $564K |
| Hilton Capital Management, LLC | 0.04% | Reduce -3.0% | 46,850 | $543K |
| Jackson, Grant Investment Advisers, Inc. | 0.18% | Reduce -2.4% | 45,993 | $534K |
| Commerce Bank | 0.00% | Add +80.6% | 45,850 | $532K |
| Argus Investors' Counsel, Inc. | 0.42% | Add +4.5% | 45,099 | $523K |
| Ramiah Investment Group | 0.44% | Reduce -3.9% | 42,415 | $492K |
| HRT Financial LP | 0.00% | New | 42,085 | $488K |
| Brookstone Capital Management | 0.01% | Reduce -5.2% | 41,622 | $483K |
| Stonebridge Advisors LLC | 13.54% | New | 41,295 | $479K |
| Pines Wealth Management, LLC | 0.16% | Add +14.1% | 41,149 | $477K |
| Godshalk Welsh Capital Management, Inc. | 0.27% | No change | 40,900 | $474K |
| Optimum Investment Advisors | 0.19% | No change | 40,862 | $474K |
| Nautilus Advisors LLC | 0.32% | No change | 40,693 | $472K |
| One Capital Management, LLC | 0.01% | Reduce -1.1% | 40,000 | $464K |
| CSM Advisors, LLC | 0.01% | Reduce -35.2% | 40,000 | $464K |
| Accel Wealth Management | 0.13% | Reduce -6.8% | 39,817 | $462K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -18.0% | 39,780 | $461K |
| MeadowBrook Investment Advisors LLC | 0.40% | Reduce -1.1% | 39,410 | $457K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.5% | 39,121 | $454K |
| Everstar Asset Management, LLC | 0.26% | Reduce -2.5% | 39,092 | $453K |
| Bluefin Capital Management, LLC | 0.24% | Reduce -90.3% | 38,928 | $452K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.8% | 38,911 | $451K |
| Park Avenue Securities LLC | 0.00% | Add +1.3% | 38,225 | $443K |
| WCG Wealth Advisors LLC | 0.03% | Reduce -0.6% | 38,121 | $442K |
| Lanark Financial, Inc. | 0.03% | Add +1.9% | 36,112 | $419K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.0% | 35,705 | $414K |
| Csenge Advisory Group | 0.02% | Add +23.0% | 35,455 | $411K |
| Creekside Partners | 0.18% | Add +0.2% | 34,434 | $399K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +7.7% | 34,147 | $396K |
| Northstar Advisory Group, LLC | 0.16% | Reduce -0.6% | 32,791 | $380K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.0% | 32,688 | $379K |
| Crews Bank & Trust | 0.06% | Reduce -20.4% | 32,480 | $377K |
| Ariadne Wealth Management, LP | 0.16% | No change | 32,271 | $366K |
| Point Windward Advisors Inc. | 0.17% | New | 31,413 | $364K |
| Elevation Capital Advisory, LLC | 0.14% | New | 31,276 | $363K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 31,111 | $361K |
| Balanced Wealth Group LLC | 0.16% | Add +0.9% | 32,252 | $360K |
| Stone Summit Wealth LLC | 0.10% | Reduce -38.8% | 31,050 | $360K |
| Edge Wealth Management LLC | 0.06% | No change | 30,145 | $350K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.8% | 29,938 | $347K |
| SkyOak Wealth, LLC | 0.07% | No change | 29,778 | $345K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -4.1% | 29,541 | $343K |
| Transcend Capital Advisors, LLC | 0.02% | Add +6.1% | 29,527 | $343K |
| FF Advisors,LLC | 0.16% | Reduce -4.5% | 29,272 | $340K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 29,250 | $339K |
| Pinnacle Associates Ltd. | 0.00% | Add +29.7% | 28,698 | $333K |
| Portland Financial Advisors Inc | 0.69% | Add +1.6% | 28,070 | $326K |
| Friedenthal Financial | 0.17% | Reduce -3.5% | 27,893 | $324K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +4.1% | 27,473 | $319K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -12.1% | 27,198 | $315K |
| Wiser Advisor Group LLC | 0.39% | New | 27,018 | $313K |
| Camarda Financial Advisors, LLC | 0.12% | Add +9.6% | 26,915 | $312K |
| Sigma Planning Corp | 0.01% | Reduce -13.4% | 26,628 | $309K |
| Corient Private Wealth LP | 0.00% | Add +17.4% | 26,403 | $306K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.6% | 26,110 | $303K |
| Landaas & Co. /Wi | 0.07% | No change | 25,987 | $301K |
| Foundations Investment Advisors, LLC | 0.00% | Add +1.0% | 25,827 | $300K |
| Sowell Financial Services LLC | 0.01% | Add +0.7% | 25,421 | $295K |
| Focus Financial Network, Inc. | 0.01% | Reduce -5.3% | 25,389 | $295K |
| Murphy & Mullick Capital Management Corp | 0.22% | Reduce -17.2% | 25,221 | $293K |
| Crabel Capital Management, LLC | 0.26% | Reduce -20.6% | 25,169 | $292K |
| Madrona Financial Services, LLC | 0.06% | Reduce -0.1% | 24,824 | $288K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 24,761 | $287K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.1% | 24,603 | $285K |
| Autumn Glory Partners, LLC | 0.11% | No change | 23,627 | $274K |
| Independence Bank of Kentucky | 0.04% | Reduce -32.1% | 23,560 | $273K |
| IHT Wealth Management, LLC | 0.01% | Reduce -8.7% | 23,208 | $269K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -2.2% | 23,013 | $267K |
| Mountain Hill Investment Partners Corp. | 0.23% | No change | 22,905 | $266K |
| Acute Investment Advisory, LLC | 2.20% | Reduce -16.8% | 22,576 | $262K |
| Wilson & Boucher Capital Management, LLC | 0.17% | Reduce -3.9% | 22,500 | $261K |
| American Trust | 0.02% | Add +10.4% | 22,334 | $259K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -0.3% | 22,236 | $258K |
| Keybank National Association | 0.00% | No change | 21,922 | $254K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -2.3% | 21,755 | $252K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 21,400 | $248K |
| CVA Family Office, LLC | 0.03% | Add +1.4% | 21,190 | $246K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +45.6% | 20,954 | $243K |
| Legacy Private Trust Co. | 0.01% | No change | 20,700 | $240K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -2.8% | 20,621 | $239K |
| Two Sigma Securities, LLC | 0.03% | Add +14.2% | 20,277 | $235K |
| Mutual Advisors, LLC | 0.01% | Reduce -30.1% | 20,089 | $232K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +1.0% | 19,929 | $231K |
| Evoke Wealth, LLC | 0.00% | No change | 19,848 | $230K |
| Consolidated Portfolio Review Corp | 0.03% | Add +8.4% | 19,353 | $224K |
| Marshall Financial Group, LLC | 0.04% | No change | 19,040 | $221K |
| Oxbow Advisors, LLC | 0.02% | Reduce -25.4% | 18,757 | $218K |
| RDA Financial Network | 0.05% | No change | 18,605 | $216K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.9% | 18,583 | $216K |
| Apella Capital, LLC | 0.00% | Reduce -4.3% | 18,380 | $212K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -6.7% | 18,227 | $211K |
| Fifth Third Bancorp | 0.00% | Add +3067.4% | 18,054 | $209K |
| Trinity Legacy Partners, LLC | 0.05% | Reduce -16.2% | 18,100 | $207K |
| Argent Trust Co | 0.01% | New | 17,708 | $205K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -20.4% | 17,359 | $201K |
| Eclectic Associates Inc. | 0.04% | No change | 17,282 | $200K |
| MainStreet Investment Advisors LLC | 0.03% | Reduce -17.3% | 16,968 | $197K |
| Western Wealth Management, LLC | 0.01% | Reduce -5.8% | 16,892 | $196K |
| Clear Harbor Asset Management, LLC | 0.01% | No change | 16,880 | $196K |
| Purus Wealth Management, LLC | 0.06% | Add +0.2% | 16,724 | $194K |
| Calton & Associates, Inc. | 0.03% | Reduce -1.6% | 16,669 | $193K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -6.6% | 16,359 | $190K |
| Texas Yale Capital Corp. | 0.01% | No change | 16,250 | $189K |
| Cwm, LLC | 0.00% | Reduce -56.3% | 16,093 | $187K |
| Gries Financial LLC | 0.03% | Add +1.1% | 15,993 | $186K |
| Thrivent Financial for Lutherans | 0.00% | Add +23.0% | 15,578 | $181K |
| Providence First Trust Co | 0.06% | Reduce -3.1% | 15,600 | $181K |
| Harbour Investments, Inc. | 0.00% | Add +174.1% | 15,416 | $179K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -38.2% | 15,146 | $176K |
| GenWealth Group, Inc. | 0.03% | No change | 15,069 | $175K |
| Hilltop Holdings Inc. | 0.01% | Reduce -26.3% | 14,987 | $174K |
| Weitzel Financial Services, Inc. | 0.07% | New | 14,843 | $171K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +37.7% | 14,840 | $171K |
| Savant Capital, LLC | 0.00% | Add +5.9% | 14,716 | $171K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.6% | 14,618 | $170K |
| Financial Insights, Inc. | 0.06% | No change | 14,600 | $169K |
| Silver Oak Securities, Incorporated | 0.01% | No change | 14,512 | $168K |
| CAP Partners, LLC | 0.09% | Add +0.5% | 14,287 | $166K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -13.3% | 14,139 | $164K |
| Advisors Management Group Inc. | 0.03% | Reduce -2.2% | 14,090 | $163K |
| Buck Wealth Strategies, LLC | 0.02% | Reduce -92.3% | 13,556 | $157K |
| Weaver Consulting Group | 0.04% | Add +6.7% | 13,144 | $152K |
| Ascentis Independent Advisors | 0.03% | No change | 12,996 | $151K |
| Farrell Financial LLC | 0.09% | Add +1.5% | 12,861 | $149K |
| Carnegie Lake Advisors LLC | 0.06% | No change | 12,720 | $148K |
| Larson Financial Group LLC | 0.01% | Add +681.0% | 12,590 | $146K |
| Wellington Shields & Co., LLC | 0.04% | No change | 12,444 | $144K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -18.9% | 12,406 | $144K |
| AE Wealth Management LLC | 0.00% | Reduce -23.2% | 12,384 | $144K |
| Simplicity Wealth,LLC | 0.01% | New | 12,340 | $143K |
| Joule Financial, LLC | 0.04% | Reduce -0.2% | 12,291 | $143K |
| FineMark National Bank & Trust | 0.00% | No change | 12,190 | $141K |
| Cookson Peirce & Co. Inc. | 0.01% | No change | 12,154 | $141K |
| Coordinated Financial Services, Inc. | 0.09% | Add +1.1% | 11,804 | $137K |
| Matthew Goff Investment Advisor, LLC | 0.02% | Reduce -12.6% | 11,764 | $136K |
| Up Strategic Wealth Investment Advisors LLC | 0.10% | Reduce -0.1% | 11,725 | $136K |
| Snowden Capital Advisors LLC | 0.00% | New | 11,540 | $134K |
| O'ROURKE & COMPANY, Inc | 0.06% | Add +0.6% | 11,486 | $133K |
| CENTRAL TRUST Co | 0.00% | Reduce -18.0% | 11,098 | $129K |
| Fortitude Advisory Group L.L.C. | 0.07% | Add +0.0% | 11,069 | $128K |
| Rathbones Group PLC | 0.00% | No change | 11,000 | $128K |
| Prostatis Group LLC | 0.03% | Reduce -1.8% | 10,972 | $127K |
| Gateway Wealth Partners, LLC | 0.02% | Add +0.5% | 10,961 | $127K |
| Blackston Financial Advisory Group, LLC | 0.07% | Reduce -20.1% | 10,739 | $125K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.7% | 10,568 | $123K |
| Main Street Financial Solutions, LLC | 0.01% | New | 10,559 | $122K |
| Wesbanco Bank Inc. | 0.00% | No change | 10,524 | $122K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -58.6% | 10,374 | $120K |
| Vontobel Holding Ltd. | 0.00% | No change | 10,250 | $119K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +57.3% | 10,094 | $117K |
| S.A. Mason LLC | 0.05% | No change | 9,930 | $115K |
| LFA - Lugano Financial Advisors SA | 0.06% | No change | 9,530 | $110K |
| FMR LLC | 0.00% | Add +412.9% | 8,848 | $103K |
| Ameriflex Group, Inc. | 0.04% | Add +5208.9% | 8,388 | $97K |
| UMB Bank, n.a. | 0.00% | No change | 8,325 | $97K |
| US Bancorp \de | 0.00% | Add +5.4% | 8,239 | $96K |
| Consultiva Wealth Management, Corp. | 0.26% | No change | 8,093 | $94K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 8,000 | $93K |
| Robbins Farley | 0.04% | Add +2.0% | 7,621 | $88K |
| Crewe Advisors LLC | 0.01% | Add +257.8% | 7,327 | $85K |
| Bank of New Hampshire | 0.02% | Reduce -21.7% | 7,200 | $84K |
| NBT Bank, N.A. | 0.01% | Reduce -8.3% | 6,900 | $80K |
| CoreCap Advisors, LLC | 0.00% | Add +5.8% | 6,887 | $80K |
| AdvisorNet Financial, Inc | 0.00% | No change | 6,650 | $77K |
| Palouse Capital Management, Inc. | 0.05% | No change | 6,629 | $77K |
| Fourth Dimension Wealth, LLC | 0.03% | Reduce -6.8% | 6,603 | $77K |
| American National Bank & Trust | 0.01% | New | 6,570 | $76K |
| Bangor Savings Bank | 0.01% | No change | 6,500 | $75K |
| Parallel Advisors, LLC | 0.00% | No change | 6,460 | $75K |
| Advisory Services Network, LLC | 0.00% | New | 6,015 | $70K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 5,591 | $65K |
| Citigroup Inc. | 0.00% | Reduce -0.2% | 5,500 | $64K |
| Bellevue Asset Management, LLC | 0.03% | Add +0.4% | 5,424 | $63K |
| Main Street Group, LTD | 0.02% | Reduce -24.8% | 5,077 | $59K |
| North Star Investment Management Corp. | 0.00% | No change | 4,878 | $57K |
| Cedar Wealth Management, LLC | 0.02% | No change | 4,429 | $51K |
| Millstone Evans Group, LLC | 0.03% | No change | 4,316 | $50K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.2% | 4,202 | $49K |
| Blue Trust, Inc. | 0.00% | Add +7.6% | 4,190 | $49K |
| Peoples Financial Services Corp. | 0.02% | No change | 4,000 | $46K |
| WealthShield Partners, LLC | 0.01% | Add +753.9% | 3,885 | $45K |
| Rogco, LP | 0.02% | No change | 3,805 | $44K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 3,617 | $42K |
| SRH Advisors, LLC | 0.01% | No change | 3,500 | $41K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 3,345 | $39K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 3,280 | $38K |
| Wellington Shields Capital Management, LLC | 0.01% | No change | 3,240 | $38K |
| First United Bank & Trust | 0.01% | Reduce -21.7% | 3,178 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 3,100 | $36K |
| Kentucky Trust Co | 0.02% | No change | 3,080 | $36K |
| Eastern Bank | 0.00% | No change | 3,000 | $35K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -88.8% | 2,884 | $33K |
| TCTC Holdings, LLC | 0.00% | No change | 2,775 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +36.8% | 2,759 | $32K |
| Piscataqua Savings Bank | 0.02% | No change | 2,578 | $30K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,525 | $29K |
| Tompkins Financial Corp. | 0.00% | No change | 2,506 | $29K |
| McIlrath & Eck, LLC | 0.00% | Add +9.7% | 2,386 | $28K |
| JDM Financial Group LLC | 0.01% | No change | 2,370 | $27K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -15.1% | 2,217 | $26K |
| Kings Path Partners LLC | 0.01% | New | 2,000 | $23K |
| NFSG Corp | 0.00% | No change | 2,000 | $23K |
| GAMMA Investing LLC | 0.00% | Reduce -75.9% | 1,989 | $23K |
| Winthrop Capital Management, LLC | 0.01% | Add +1.4% | 2,024 | $23K |
| Redmont Wealth Advisors LLC | 0.03% | No change | 1,861 | $22K |
| Smartleaf Asset Management LLC | 0.00% | New | 1,835 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.5% | 1,803 | $21K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.2% | 1,736 | $20K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.5% | 1,577 | $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 |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 1,400 | $16K |
| Bernard Wealth Management Corp. | 0.01% | Reduce -14.5% | 1,385 | $16K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 1,337 | $16K |
| Strategic Advocates LLC | 0.00% | New | 1,275 | $15K |
| Princeton Global Asset Management LLC | 0.00% | No change | 1,206 | $14K |
| First Horizon Corp. | 0.00% | — | 1,200 | $14K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,170 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +5376.2% | 1,150 | $13K |
| Rialto Wealth Management, LLC | 0.00% | No change | 1,108 | $13K |
| Family Legacy Financial Solutions, LLC | 0.01% | New | 1,000 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 1,000 | $12K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 789 | $9K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 725 | $8K |
| Westside Investment Management, Inc. | 0.00% | No change | 704 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 647 | $8K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 608 | $7K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 600 | $7K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -42.6% | 558 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 540 | $6K |
| Richardson Financial Services Inc. | 0.00% | No change | 500 | $6K |
| Adirondack Trust Co. | 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 |
| Spire Wealth Management | 0.00% | No change | 441 | $5K |
| SIMA Wealth Partners, LLC | 0.00% | New | 440 | $5K |
| Root Financial Partners, LLC | 0.00% | New | 374 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 314 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 320 | $4K |
| Versant Capital Management, Inc | 0.00% | New | 300 | $3K |
| Providence Capital Advisors, LLC | 0.00% | Add +193.2% | 258 | $3K |
| Westfuller Advisors, LLC | 0.00% | New | 245 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 129 | $1K |
| Logan Capital Management Inc. | 0.00% | Add +2.1% | 97 | $1K |
| Key Financial Inc | 0.00% | No change | 94 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 148 | $1K |
| Concord Wealth Partners | 0.00% | No change | 80 | $928 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 72 | $835 |
| Barrett & Company, Inc. | 0.00% | No change | 66 | $766 |
| 1 North Wealth Services LLC | 0.00% | No change | 60 | $696 |
| Flagship Wealth Advisors, LLC | 0.00% | New | 54 | $626 |
| Costello Asset Management, INC | 0.00% | No change | 49 | $572 |
| Montag A & Associates Inc. | 0.00% | Reduce -93.3% | 30 | $348 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 25 | $290 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 13 | $151 |
| Assetmark, Inc. | 0.00% | No change | 3 | $35 |
| Elevation Wealth Partners, LLC | 0.00% | New | 1 | $12 |
| BlackRock, Inc. | 0.00% | New | 1 | $10 |
"% of holder's portfolio" is PGX's weight in each manager's 13F, not the share of Invesco Preferred ETF the manager owns.