Invesco Preferred ETFPGXETF
13F holders, Q4 2025 (December 31)423holders +21
50new positions
44sold out
2famous investors
$11.27avg. 13F price*
At the end of Q4 2025, 423 institutions reported holding Invesco Preferred ETF (PGX) in their 13F filings, up 21 from Q3 2025. 50 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($881.8M), Wells Fargo & Company ($172.8M) and Bramshill Investments, LLC ($82.3M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco Preferred ETF
- CUSIP
- 46138E511
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $126.1M |
| Exits | 44 | $23.1M |
All 13F filers, Q3 2025 → Q4 2025: 34,427,510 shares bought and 7,524,119 shares sold, net +26,903,391 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 423 holders
| Bank of America Corp. | 0.06% | Add +18.9% | 78,449,399 | $881.8M |
| Wells Fargo & Company | 0.03% | Add +4.2% | 15,374,528 | $172.8M |
| Bramshill Investments, LLC | 4.65% | New | 7,321,189 | $82.3M |
| Morgan Stanley | 0.00% | Reduce -7.3% | 7,271,262 | $81.7M |
| LPL Financial LLC | 0.02% | Reduce -12.1% | 5,725,667 | $64.4M |
| Spectrum Asset Management, Inc. | 81.48% | Add +47.9% | 5,372,426 | $60.4M |
| UBS Group AG | 0.01% | Add +32.2% | 5,345,570 | $60.1M |
| JPMorgan Chase & Co. | 0.00% | Add +19.6% | 5,308,493 | $59.7M |
| Ameriprise Financial Inc. | 0.01% | Add +1.6% | 4,140,878 | $46.5M |
| Royal Bank of Canada | 0.01% | Add +14.6% | 3,722,216 | $41.8M |
| Bessemer Group Inc. | 0.06% | No change | 3,482,718 | $39.1M |
| Allworth Financial LP | 0.15% | Add +4.7% | 3,194,448 | $35.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.6% | 2,710,604 | $30.5M |
| Cohen & Steers, Inc. | 0.04% | Add +1881.8% | 2,157,935 | $24.3M |
| First Trust Advisors LP | 0.02% | New | 1,966,427 | $22.1M |
| Clearstead Advisors, LLC | 0.24% | Add +38.4% | 1,682,990 | $18.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -21.4% | 1,349,776 | $15.2M |
| Checchi Capital Advisers, LLC | 1.03% | Reduce -13.2% | 1,345,619 | $15.1M |
| Mader & Shannon Wealth Management, Inc. | 7.08% | No change | 1,245,561 | $14.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.8% | 1,235,557 | $13.9M |
| Cary Street Partners Financial LLC | 0.30% | Reduce -2.4% | 1,065,901 | $12.0M |
| Private Advisor Group, LLC | 0.05% | Add +5.5% | 953,170 | $10.7M |
| MAI Capital Management | 0.06% | Add +4.3% | 919,286 | $10.3M |
| Stonebridge Advisors LLC | 17.96% | Add +1818.9% | 792,408 | $8.9M |
| Bank of Montreal | 0.00% | Reduce -2.6% | 776,026 | $8.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -6.9% | 758,057 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.7% | 752,227 | $8.5M |
| Trinity Legacy Partners, LLC | 1.85% | Add +3866.1% | 717,856 | $8.1M |
| Prairiewood Capital, LLC | 2.29% | Add +0.1% | 655,646 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.5% | 604,249 | $6.8M |
| First National Bank & Trust Co. of Newtown | 1.24% | Reduce -5.1% | 602,400 | $6.8M |
| Quadrature Capital Ltd | 0.07% | Add +349.6% | 600,848 | $6.8M |
| Manske Wealth Management | 1.96% | Reduce -1.0% | 590,010 | $6.6M |
| Intrepid Financial Planning Group LLC | 2.52% | Reduce -14.8% | 589,411 | $6.6M |
| Principal Financial Group Inc. | 0.00% | New | 570,695 | $6.4M |
| Stifel Financial Corp. | 0.01% | Reduce -6.4% | 564,536 | $6.3M |
| Investors Research Corp | 1.11% | Add +6.3% | 540,521 | $6.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.1% | 540,225 | $6.1M |
| Truist Financial Corp. | 0.01% | Reduce -3.0% | 519,677 | $5.8M |
| Creative Planning | 0.00% | Reduce -41.2% | 516,960 | $5.8M |
| Sound Income Strategies, LLC | 0.25% | Add +7.5% | 463,329 | $5.3M |
| McAdam, LLC | 0.24% | Add +0.7% | 470,500 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.5% | 443,273 | $5.0M |
| Plimoth Trust Co. LLC | 1.10% | Reduce -4.3% | 439,745 | $4.9M |
| Noesis Capital Mangement Corp. | 0.66% | Add +0.1% | 406,916 | $4.6M |
| Arkos Global Advisors | 0.58% | Reduce -11.0% | 402,698 | $4.5M |
| Field & Main Bank | 1.28% | Reduce -3.9% | 396,015 | $4.5M |
| Focus Partners Wealth | 0.01% | Reduce -8.9% | 385,159 | $4.4M |
| Cetera Investment Advisers | 0.00% | Reduce -1.7% | 383,145 | $4.3M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -14.8% | 381,129 | $4.3M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -2.3% | 360,831 | $4.1M |
| Blair William & Co. | 0.01% | Reduce -14.9% | 348,977 | $3.9M |
| Modern Wealth Management, LLC | 0.07% | Add +1.2% | 25,647 | $3.8M |
| Compass Financial Group, Inc. (Ohio) | 2.76% | — | 335,068 | $3.8M |
| Baker Avenue Asset Management, LP | 0.08% | Add +9.4% | 297,672 | $3.3M |
| Cordoba Advisory Partners LLC | 0.81% | — | 292,922 | $3.3M |
| Transatlantique Private Wealth LLC | 0.95% | Add +23.5% | 270,002 | $3.0M |
| First Hawaiian Bank | 0.39% | Add +6.1% | 262,511 | $3.0M |
| KCM Investment Advisors LLC | 0.09% | Reduce -2.9% | 257,166 | $2.9M |
| Charles Schwab Trust Co | 0.18% | Reduce -1.3% | 241,023 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +16.5% | 223,706 | $2.5M |
| Marex Group Ltd | 0.03% | New | 220,021 | $2.5M |
| Prudential Financial Inc. | 0.00% | Add +5.7% | 219,094 | $2.5M |
| Global Retirement Partners, LLC | 0.04% | Reduce -25.0% | 217,238 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +5.0% | 215,753 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +200.7% | 214,804 | $2.4M |
| First PREMIER Bank | 0.55% | Reduce -12.7% | 213,158 | $2.4M |
| HBK Sorce Advisory LLC | 0.05% | Add +10.3% | 204,008 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 204,352 | $2.3M |
| World Investment Advisors | 0.04% | Add +4.5% | 200,697 | $2.3M |
| KG Capital Management | 0.58% | Add +0.5% | 198,892 | $2.2M |
| Stephens Inc. | 0.03% | Reduce -4.8% | 196,253 | $2.2M |
| White Pine Capital LLC | 0.61% | Add +3.0% | 196,216 | $2.2M |
| Gotham Asset Management | 0.01% | Add +48.7% | 181,647 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -14.4% | 177,259 | $2.0M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -2.5% | 170,293 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.6% | 168,301 | $1.9M |
| Comerica Bank | 0.01% | Add +27.6% | 167,288 | $1.9M |
| Fiduciary Advisors, Inc. | 1.41% | Reduce -3.5% | 164,470 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.3% | 163,936 | $1.8M |
| GeoWealth Management, LLC | 0.07% | New | 161,971 | $1.8M |
| GC Wealth Management RIA, LLC | 0.07% | New | 161,799 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.0% | 158,704 | $1.8M |
| Buck Wealth Strategies, LLC | 0.23% | Add +1069.4% | 158,529 | $1.8M |
| Shepherd Kaplan Krochuk, LLC | 1.45% | Add +1.8% | 155,834 | $1.8M |
| IFP Advisors, Inc | 0.04% | Reduce -23.1% | 154,907 | $1.7M |
| Brighton Securities Corp. | 0.85% | Reduce -2.1% | 153,110 | $1.7M |
| Pursuit Wealth Strategies, LLC | 2.35% | — | 149,315 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Add +7.4% | 148,268 | $1.7M |
| Albion Financial Group | 0.10% | Reduce -14.5% | 140,387 | $1.6M |
| NewSquare Capital LLC | 0.14% | Reduce -7.3% | 136,571 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +1.6% | 129,825 | $1.5M |
| Tudor Financial Inc. | 0.74% | Add +7.8% | 128,005 | $1.4M |
| Principal Securities, Inc. | 0.02% | Reduce -2.8% | 126,117 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -13.1% | 121,568 | $1.4M |
| Ibex Wealth Advisors | 0.13% | Reduce -7.5% | 120,188 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -13.4% | 119,993 | $1.3M |
| Jackson, Grant Investment Advisers, Inc. | 0.43% | Add +154.0% | 116,840 | $1.3M |
| Independent Wealth Network Inc. | 0.39% | Reduce -0.2% | 112,683 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.8% | 110,693 | $1.2M |
"% of holder's portfolio" is PGX's weight in each manager's 13F, not the share of Invesco Preferred ETF the manager owns.