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 |
| RFG Advisory, LLC | 0.02% | Reduce -16.9% | 110,596 | $1.2M |
| &partners | 0.01% | Add +3.2% | 109,798 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -8.6% | 106,648 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Reduce -12.2% | 106,378 | $1.2M |
| Invesco Ltd. | 0.00% | Add +0.2% | 106,051 | $1.2M |
| Shulman DeMeo Asset Management LLC | 0.26% | Reduce -4.0% | 101,949 | $1.1M |
| Mosaic Financial Group, LLC | 0.76% | Add +0.4% | 99,008 | $1.1M |
| Renaissance Technologies | 0.00% | New | 96,600 | $1.1M |
| Shufro Rose & Co. LLC | 0.07% | Add +35.5% | 92,637 | $1.0M |
| Wealth Advisory Solutions, LLC | 0.24% | Add +13.3% | 91,323 | $1.0M |
| Beam Wealth Advisors, Inc. | 0.27% | Reduce -2.2% | 88,168 | $991K |
| Cane Capital Partners, LLC | 0.40% | — | 85,707 | $963K |
| Independent Financial Group, LLC | 0.02% | Reduce -19.9% | 84,273 | $947K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -23.7% | 84,104 | $945K |
| AlphaCore Capital LLC | 0.02% | Add +0.6% | 83,983 | $944K |
| Gould Asset Management LLC | 0.16% | Add +9.7% | 82,263 | $925K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +14.6% | 79,533 | $894K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 71,438 | $803K |
| Captrust Financial Advisors | 0.00% | Reduce -1.8% | 71,222 | $801K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.1% | 70,802 | $796K |
| Cherry Tree Wealth Management, LLC | 0.17% | Reduce -17.5% | 69,602 | $782K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.1% | 69,401 | $780K |
| Amicus Financial Advisors, LLC | 0.21% | — | 68,310 | $768K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -76.1% | 68,141 | $766K |
| Pines Wealth Management, LLC | 0.24% | Add +60.1% | 65,866 | $740K |
| Cibc World Market Inc. | 0.00% | Add +2.1% | 65,578 | $737K |
| Lido Advisors, LLC | 0.00% | No change | 61,257 | $711K |
| Integrity Alliance, Llc. | 0.02% | New | 59,879 | $673K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.8% | 59,359 | $667K |
| New England Private Wealth Advisors LLC | 0.08% | Add +1.6% | 58,682 | $660K |
| Greenup Street Wealth Management LLC | 0.09% | Reduce -4.4% | 57,756 | $649K |
| Wagner Wealth Management, LLC | 0.14% | Reduce -1.8% | 57,199 | $643K |
| 1620 Investment Advisors, Inc. | 0.42% | Reduce -1.6% | 55,665 | $626K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -10.5% | 55,411 | $623K |
| Christensen, King & Associates Investment Services, Inc. | 0.27% | Add +0.1% | 55,279 | $621K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -36.0% | 55,145 | $620K |
| Private Trust Co. NA | 0.05% | Add +1.3% | 54,267 | $610K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -28.8% | 53,870 | $606K |
| Coastwise Capital Group, LLC | 0.30% | Add +1.1% | 52,154 | $586K |
| Insigneo Advisory Services, LLC | 0.04% | New | 52,133 | $586K |
| Summit Financial, LLC | 0.01% | Reduce -14.7% | 50,881 | $572K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -3.0% | 50,435 | $567K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -15.1% | 50,399 | $566K |
| Etesian Wealth Advisors, Inc. | 0.18% | Reduce -11.1% | 50,048 | $563K |
| Butensky & Cohen Financial Security, Inc. | 0.15% | Reduce -8.9% | 49,429 | $556K |
| Rockland Trust Co. | 0.02% | Add +0.3% | 48,776 | $548K |
| Old National Bancorp | 0.01% | Reduce -8.3% | 48,574 | $546K |
| Advisory Alpha, LLC | 0.01% | Reduce -13.9% | 48,411 | $544K |
| Hyposwiss Advisors SA | 0.52% | — | 47,070 | $529K |
| Hilton Capital Management, LLC | 0.04% | No change | 46,850 | $527K |
| Argus Investors' Counsel, Inc. | 0.42% | Add +2.6% | 46,279 | $520K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 45,000 | $506K |
| Point Windward Advisors Inc. | 0.24% | Add +42.1% | 44,631 | $502K |
| Everstar Asset Management, LLC | 0.26% | Add +2.2% | 39,947 | $494K |
| Rare Wolf Capital LLC | 0.30% | — | 42,853 | $482K |
| Balanced Wealth Group LLC | 0.17% | Add +24.9% | 40,272 | $473K |
| Ramiah Investment Group | 0.41% | Reduce -1.9% | 41,588 | $467K |
| Brookstone Capital Management | 0.01% | Reduce -2.2% | 40,695 | $457K |
| Nautilus Advisors LLC | 0.30% | No change | 40,693 | $457K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -27.5% | 39,417 | $443K |
| One Capital Management, LLC | 0.01% | Reduce -2.4% | 39,044 | $439K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -69.6% | 38,523 | $433K |
| MeadowBrook Investment Advisors LLC | 0.37% | Reduce -3.0% | 38,210 | $429K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +6.2% | 37,927 | $426K |
| VestGen Advisors, LLC | 0.02% | Reduce -33.0% | 37,862 | $426K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.7% | 37,859 | $426K |
| Lanark Financial, Inc. | 0.03% | Add +4.4% | 37,707 | $424K |
| NewEdge Wealth, LLC | 0.00% | New | 36,190 | $407K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -39.6% | 35,233 | $396K |
| Accel Wealth Management | 0.11% | Reduce -11.6% | 35,212 | $396K |
| SkyOak Wealth, LLC | 0.07% | Add +16.8% | 34,778 | $391K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +1.1% | 34,537 | $388K |
| Journey Strategic Wealth LLC | 0.01% | New | 34,158 | $384K |
| Prospera Financial Services Inc | 0.01% | Reduce -12.7% | 34,136 | $384K |
| Commerce Bank | 0.00% | Reduce -27.8% | 33,125 | $372K |
| Northstar Advisory Group, LLC | 0.13% | Reduce -0.0% | 32,789 | $369K |
| Ariadne Wealth Management, LP | 0.15% | No change | 32,271 | $367K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.2% | 32,628 | $367K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | No change | 31,111 | $350K |
| Creekside Partners | 0.14% | Reduce -13.3% | 29,850 | $336K |
| FF Advisors,LLC | 0.15% | No change | 29,272 | $329K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 29,250 | $329K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 29,103 | $327K |
| Friedenthal Financial | 0.17% | Add +4.2% | 29,051 | $327K |
| Madison Wealth Partners, Inc | 0.06% | Reduce -59.6% | 28,409 | $319K |
| Portland Financial Advisors Inc | 0.67% | No change | 28,070 | $316K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -97.3% | 27,952 | $314K |
| Western Wealth Management, LLC | 0.01% | Add +61.9% | 27,355 | $307K |
| Corient Private Wealth LP | 0.00% | Add +2.8% | 27,152 | $305K |
| Wiser Advisor Group LLC | 0.35% | Add +0.1% | 27,058 | $304K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -4.5% | 26,232 | $295K |
| Landaas & Co. /Wi | 0.06% | No change | 25,987 | $292K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -14.7% | 25,541 | $287K |
| Sowell Financial Services LLC | 0.01% | Add +0.3% | 25,492 | $287K |
| Madrona Financial Services, LLC | 0.06% | Add +1.3% | 25,151 | $283K |
| Focus Financial Network, Inc. | 0.01% | Reduce -1.3% | 25,065 | $282K |
| Stone Summit Wealth LLC | 0.08% | Reduce -19.5% | 24,999 | $281K |
| Crews Bank & Trust | 0.04% | Reduce -23.8% | 24,755 | $278K |
| Savant Capital, LLC | 0.00% | Add +65.2% | 24,314 | $273K |
| Sigma Planning Corp | 0.01% | Reduce -9.2% | 24,185 | $272K |
| Sepio Capital, LP | 0.01% | New | 24,075 | $271K |
| Tompkins Financial Corp. | 0.02% | Add +846.0% | 23,706 | $266K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -17.5% | 23,665 | $266K |
| Autumn Glory Partners, LLC | 0.09% | No change | 23,627 | $266K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +8.0% | 23,505 | $264K |
| Murphy & Mullick Capital Management Corp | 0.19% | Reduce -7.7% | 23,284 | $262K |
| Camarda Financial Advisors, LLC | 0.10% | Reduce -14.2% | 23,097 | $260K |
| Mountain Hill Investment Partners Corp. | 0.18% | No change | 22,905 | $257K |
| Arax Advisory Partners | 0.01% | New | 22,825 | $257K |
| Keybank National Association | 0.00% | Add +4.0% | 22,801 | $256K |
| American Trust | 0.02% | Add +2.0% | 22,773 | $256K |
| Wilson & Boucher Capital Management, LLC | 0.17% | No change | 22,500 | $253K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -24.4% | 22,328 | $251K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -13.7% | 22,293 | $251K |
| Crabel Capital Management, LLC | 0.19% | Reduce -11.8% | 22,196 | $249K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -42.1% | 22,086 | $248K |
| IHT Wealth Management, LLC | 0.01% | Reduce -5.2% | 22,000 | $247K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -12.1% | 21,761 | $245K |
| Independence Bank of Kentucky | 0.03% | Reduce -8.6% | 21,535 | $242K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -3.7% | 21,412 | $241K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.8% | 21,221 | $239K |
| GM Advisory Group, LLC | 0.01% | New | 21,121 | $237K |
| Mutual Advisors, LLC | 0.01% | Add +3.5% | 20,791 | $234K |
| Legacy Private Trust Co. | 0.01% | No change | 20,700 | $233K |
| Park Avenue Securities LLC | 0.00% | Reduce -47.6% | 20,009 | $225K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -3.4% | 19,931 | $224K |
| Evoke Wealth, LLC | 0.00% | No change | 19,848 | $223K |
| Acute Investment Advisory, LLC | 2.14% | Reduce -12.9% | 19,662 | $221K |
| Farrell Financial LLC | 0.13% | Add +51.1% | 19,435 | $218K |
| Jane Street Group, LLC | 0.00% | New | 19,350 | $217K |
| North Dallas Bank & Trust Co. | 0.14% | — | 19,250 | $216K |
| Marshall Financial Group, LLC | 0.04% | No change | 19,040 | $214K |
| RDA Financial Network | 0.05% | No change | 18,605 | $209K |
| Apella Capital, LLC | 0.00% | Add +1.1% | 18,578 | $209K |
| Oxbow Advisors, LLC | 0.02% | Reduce -2.4% | 18,302 | $206K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 18,227 | $205K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -55.2% | 17,830 | $200K |
| Csenge Advisory Group | 0.01% | Reduce -50.0% | 17,731 | $199K |
| CoreCap Advisors, LLC | 0.01% | Add +156.7% | 17,679 | $199K |
| Eclectic Associates Inc. | 0.03% | No change | 17,282 | $194K |
| Calton & Associates, Inc. | 0.03% | Add +2.8% | 17,132 | $193K |
| Harbour Investments, Inc. | 0.00% | Add +10.5% | 17,028 | $191K |
| Purus Wealth Management, LLC | 0.06% | Add +0.2% | 16,759 | $188K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 16,359 | $184K |
| Texas Yale Capital Corp. | 0.01% | No change | 16,250 | $183K |
| Blueline Advisors LLC | 0.15% | — | 16,240 | $183K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.9% | 16,192 | $182K |
| IFC & Insurance Marketing, Inc. | 0.18% | — | 16,059 | $181K |
| Cwm, LLC | 0.00% | Add +0.0% | 16,098 | $181K |
| Patriot Investment Management Group, Inc. | 0.01% | Reduce -41.0% | 16,038 | $180K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | Reduce -24.1% | 15,914 | $179K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -48.4% | 15,245 | $171K |
| GenWealth Group, Inc. | 0.03% | No change | 15,069 | $170K |
| Godshalk Welsh Capital Management, Inc. | 0.10% | Reduce -63.6% | 14,900 | $167K |
| Kovack Advisors, Inc. | 0.01% | New | 14,697 | $165K |
| Coordinated Financial Services, Inc. | 0.10% | Add +23.4% | 14,562 | $164K |
| Hilltop Holdings Inc. | 0.01% | Reduce -4.4% | 14,332 | $161K |
| Gateway Wealth Partners, LLC | 0.02% | Add +30.2% | 14,271 | $160K |
| Clear Harbor Asset Management, LLC | 0.01% | Reduce -15.7% | 14,230 | $160K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 14,178 | $159K |
| Coastal Bridge Advisors, LLC | 0.01% | Reduce -29.1% | 14,119 | $159K |
| Providence First Trust Co | 0.05% | Reduce -9.6% | 14,100 | $158K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -18.7% | 14,111 | $155K |
| StoneX Group Inc. | 0.01% | New | 13,823 | $155K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -25.9% | 13,775 | $155K |
| O'ROURKE & COMPANY, Inc | 0.06% | Add +17.5% | 13,492 | $152K |
| PFG Investments, LLC | 0.01% | New | 13,438 | $151K |
| Advisors Management Group Inc. | 0.03% | Reduce -4.6% | 13,440 | $151K |
| Wesbanco Bank Inc. | 0.00% | Add +25.5% | 13,210 | $148K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 12,998 | $146K |
| Ascentis Independent Advisors | 0.02% | No change | 12,996 | $146K |
| Ameritas Advisory Services, LLC | 0.01% | Add +338.8% | 12,654 | $142K |
| Weaver Consulting Group | 0.03% | Reduce -4.5% | 12,550 | $141K |
| Simplicity Wealth,LLC | 0.01% | Add +1.5% | 12,522 | $141K |
| Joule Financial, LLC | 0.04% | Add +0.7% | 12,381 | $139K |
| Vantus Wealth LLC | 0.10% | — | 12,288 | $138K |
| FineMark National Bank & Trust | 0.00% | No change | 12,190 | $137K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -16.9% | 12,060 | $136K |
| Two Sigma Securities, LLC | 0.02% | Reduce -40.9% | 11,987 | $135K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -18.7% | 11,885 | $134K |
| Up Strategic Wealth Investment Advisors LLC | 0.10% | No change | 11,725 | $133K |
| AE Wealth Management LLC | 0.00% | Reduce -4.8% | 11,786 | $132K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -5.2% | 11,760 | $132K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -16.9% | 11,757 | $132K |
| MainStreet Investment Advisors LLC | 0.02% | Reduce -31.6% | 11,606 | $130K |
| Adalta Capital Management LLC | 0.06% | New | 11,596 | $130K |
| Brown Advisory Inc. | 0.00% | New | 11,460 | $129K |
| Equitable Holdings, Inc. | 0.00% | New | 11,399 | $128K |
| Conestoga Capital Advisors, LLC | 0.00% | New | 11,350 | $128K |
| Carnegie Lake Advisors LLC | 0.05% | Reduce -11.8% | 11,220 | $126K |
| Fortitude Advisory Group L.L.C. | 0.05% | Add +0.0% | 11,071 | $124K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 11,064 | $124K |
| Rathbones Group PLC | 0.00% | No change | 11,000 | $124K |
| Prostatis Group LLC | 0.03% | No change | 10,972 | $123K |
| BCS Wealth Management | 0.01% | New | 10,768 | $121K |
| Main Street Financial Solutions, LLC | 0.01% | Add +0.7% | 10,632 | $120K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.3% | 10,600 | $119K |
| Financial Insights, Inc. | 0.04% | Reduce -27.4% | 10,600 | $119K |
| Rockwood Wealth Management, LLC | 0.01% | New | 10,535 | $118K |
| Moors & Cabot, Inc. | 0.01% | New | 10,496 | $118K |
| Financial Council, LLC | 0.05% | New | 10,479 | $118K |
| Blue Trust, Inc. | 0.00% | Add +146.8% | 10,339 | $116K |
| Vontobel Holding Ltd. | 0.00% | No change | 10,250 | $115K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.5% | 10,049 | $113K |
| Bluedoor Private Wealth, LLC | 0.05% | — | 10,030 | $113K |
| LFA - Lugano Financial Advisors SA | 0.06% | No change | 9,530 | $107K |
| S.A. Mason LLC | 0.04% | Reduce -5.0% | 9,430 | $106K |
| Robbins Farley | 0.05% | Add +19.8% | 9,130 | $103K |
| UMB Bank, n.a. | 0.00% | Add +9.6% | 9,120 | $103K |
| Wellington Shields & Co., LLC | 0.02% | Reduce -28.2% | 8,939 | $100K |
| Provenance Wealth Advisors, LLC | 0.01% | Add +55.2% | 8,677 | $98K |
| US Bancorp \de | 0.00% | No change | 8,239 | $93K |
| Consultiva Wealth Management, Corp. | 0.26% | No change | 8,093 | $91K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 8,000 | $90K |
| Larson Financial Group LLC | 0.00% | Reduce -36.5% | 8,000 | $90K |
| CENTRAL TRUST Co | 0.00% | Reduce -30.9% | 7,664 | $86K |
| Crewe Advisors LLC | 0.01% | No change | 7,327 | $82K |
| NBT Bank, N.A. | 0.01% | Add +1.7% | 7,020 | $79K |
| Register Financial Advisors LLC | 0.03% | New | 7,004 | $79K |
| WealthShield Partners, LLC | 0.01% | Add +74.5% | 6,781 | $76K |
| Bank of New Hampshire | 0.02% | Reduce -6.9% | 6,700 | $75K |
| AdvisorNet Financial, Inc | 0.00% | No change | 6,650 | $75K |
| Palouse Capital Management, Inc. | 0.05% | No change | 6,629 | $75K |
| Parallel Advisors, LLC | 0.00% | Add +2.3% | 6,610 | $74K |
| Fourth Dimension Wealth, LLC | 0.03% | Add +0.0% | 6,604 | $74K |
| Bangor Savings Bank | 0.01% | No change | 6,500 | $73K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +93.7% | 6,003 | $67K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.4% | 5,447 | $61K |
| North Star Investment Management Corp. | 0.00% | No change | 4,878 | $55K |
| International Assets Investment Management, LLC | 0.00% | New | 4,850 | $55K |
| Bayban | 0.05% | — | 4,600 | $52K |
| Ameriflex Group, Inc. | 0.03% | Reduce -47.2% | 4,430 | $50K |
| Cedar Wealth Management, LLC | 0.01% | No change | 4,429 | $50K |
| Millstone Evans Group, LLC | 0.03% | No change | 4,316 | $49K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.9% | 4,037 | $45K |
| Peoples Financial Services Corp. | 0.02% | No change | 4,000 | $45K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 3,934 | $44K |
| Rogco, LP | 0.01% | No change | 3,805 | $43K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 3,617 | $41K |
| SRH Advisors, LLC | 0.01% | No change | 3,500 | $39K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -85.2% | 3,401 | $38K |
| First United Bank & Trust | 0.01% | Add +3.5% | 3,288 | $37K |
| Kentucky Trust Co | 0.02% | No change | 3,080 | $35K |
| Eastern Bank | 0.00% | No change | 3,000 | $34K |
| CVA Family Office, LLC | 0.00% | Reduce -86.5% | 2,851 | $32K |
| FMR LLC | 0.00% | Reduce -67.8% | 2,847 | $32K |
| Ransom Advisory, Ltd | 0.01% | New | 2,800 | $31K |
| TCTC Holdings, LLC | 0.00% | No change | 2,775 | $31K |
| Wellington Shields Capital Management, LLC | 0.00% | Reduce -15.4% | 2,740 | $31K |
| Piscataqua Savings Bank | 0.02% | No change | 2,578 | $29K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,525 | $28K |
| Triumph Capital Management | 0.01% | New | 2,459 | $28K |
| McIlrath & Eck, LLC | 0.00% | No change | 2,386 | $27K |
| JDM Financial Group LLC | 0.01% | No change | 2,370 | $27K |
| Founders Financial Alliance, LLC | 0.00% | Add +1.3% | 2,245 | $25K |
| Ancora Advisors LLC | 0.00% | Add +557.5% | 2,104 | $24K |
| NFSG Corp | 0.00% | Add +3.6% | 2,072 | $23K |
| Winthrop Capital Management, LLC | 0.01% | Add +1.6% | 2,056 | $23K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -39.0% | 2,000 | $22K |
| Community Bank, N.A. | 0.00% | New | 1,885 | $21K |
| GAMMA Investing LLC | 0.00% | Reduce -6.0% | 1,869 | $21K |
| Redmont Wealth Advisors LLC | 0.03% | No change | 1,861 | $21K |
| Princeton Global Asset Management LLC | 0.00% | Add +34.9% | 1,627 | $18K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.6% | 1,602 | $18K |
| Deutsche Bank AG | 0.00% | No change | 1,570 | $18K |
| Gilpin Wealth Management, LLC | 0.01% | — | 1,500 | $17K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 1,500 | $17K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,479 | $17K |
| Optima Capital LLC | 0.01% | New | 1,435 | $16K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 1,400 | $16K |
| Bernard Wealth Management Corp. | 0.01% | Add +0.7% | 1,395 | $16K |
| Richardson Financial Services Inc. | 0.00% | No change | 500 | $15K |
| SageView Advisory Group, LLC | 0.00% | New | 1,280 | $14K |
| Strategic Advocates LLC | 0.00% | No change | 1,275 | $14K |
| First Horizon Corp. | 0.00% | No change | 1,200 | $13K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -10.3% | 1,200 | $13K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.2% | 1,168 | $13K |
| Rialto Wealth Management, LLC | 0.00% | No change | 1,108 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 1,000 | $11K |
| SHP Wealth Management | 0.00% | — | 1,000 | $11K |
| Ares Financial Consulting, LLC | 0.01% | — | 970 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -50.0% | 917 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 789 | $9K |
| Kingdom Financial Group LLC. | 0.00% | New | 741 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 725 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 700 | $8K |
| Sunbelt Securities, Inc. | 0.00% | Add +22.8% | 685 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 647 | $7K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 608 | $7K |
| Fifth Third Bancorp | 0.00% | Reduce -96.8% | 570 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 546 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 540 | $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 |
| Barclays PLC | 0.00% | New | 410 | $5K |
| Manchester Capital Management LLC | 0.00% | New | 367 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 300 | $3K |
| Trust Co. of Vermont | 0.00% | New | 290 | $3K |
| Providence Capital Advisors, LLC | 0.00% | No change | 258 | $3K |
| Westfuller Advisors, LLC | 0.00% | No change | 245 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 129 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | New | 101 | $1K |
| Key Financial Inc | 0.00% | No change | 94 | $1K |
| Concord Wealth Partners | 0.00% | No change | 80 | $899 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 72 | $809 |
| Barrett & Company, Inc. | 0.00% | No change | 66 | $742 |
| 1 North Wealth Services LLC | 0.00% | No change | 60 | $674 |
| SJS Investment Consulting Inc. | 0.00% | New | 53 | $596 |
| Costello Asset Management, INC | 0.00% | Add +2.0% | 50 | $563 |
| United Financial Planning Group LLC | 0.00% | New | 46 | $517 |
| Westside Investment Management, Inc. | 0.00% | Reduce -95.5% | 32 | $360 |
| Montag A & Associates Inc. | 0.00% | No change | 30 | $338 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 26 | $292 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 25 | $281 |
| Curio Wealth, LLC | 0.00% | New | 20 | $225 |
| Key Capital Management, INC | 0.00% | — | 4 | $45 |
| Assetmark, Inc. | 0.00% | No change | 3 | $34 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 1 | $12 |
| BlackRock, Inc. | 0.00% | No change | 1 | $10 |
| Hanson & Doremus Investment Management | 0.00% | New | 25 | $0 |
"% of holder's portfolio" is PGX's weight in each manager's 13F, not the share of Invesco Preferred ETF the manager owns.