Invesco Preferred ETFPGXETF
13F holders, Q1 2026 (March 31)416holders −7
42new positions
45sold out
2famous investors
$10.90avg. 13F price*
At the end of Q1 2026, 416 institutions reported holding Invesco Preferred ETF (PGX) in their 13F filings, down 7 from Q4 2025. 42 opened new positions and 45 sold out. The largest holders were Bank of America Corp. ($882.7M), Wells Fargo & Company ($164.6M) and Bramshill Investments, LLC ($111.8M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Preferred ETF
- CUSIP
- 46138E511
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $14.2M |
| Exits | 45 | $51.5M |
All 13F filers, Q4 2025 → Q1 2026: 14,096,019 shares bought and 14,895,211 shares sold, net −799,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 416 holders
| Bank of America Corp. | 0.06% | Add +3.4% | 81,133,531 | $882.7M |
| Wells Fargo & Company | 0.03% | Reduce -1.6% | 15,125,247 | $164.6M |
| Bramshill Investments, LLC | 9.63% | Add +40.4% | 10,278,204 | $111.8M |
| UBS Group AG | 0.02% | Add +73.2% | 9,258,895 | $100.7M |
| Morgan Stanley | 0.00% | Reduce -12.7% | 6,347,751 | $69.1M |
| LPL Financial LLC | 0.02% | Reduce -7.2% | 5,312,734 | $57.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.2% | 4,131,366 | $45.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.5% | 4,061,509 | $44.2M |
| Spectrum Asset Management, Inc. | 94.35% | Reduce -27.4% | 3,902,745 | $42.5M |
| Bessemer Group Inc. | 0.06% | Reduce -0.0% | 3,482,215 | $37.9M |
| Allworth Financial LP | 0.15% | Add +5.4% | 3,367,778 | $36.6M |
| Royal Bank of Canada | 0.01% | Reduce -20.6% | 2,956,073 | $32.2M |
| Raymond James Financial Inc. | 0.01% | Add +1.0% | 2,737,072 | $29.8M |
| Clearstead Advisors, LLC | 0.17% | Add +0.9% | 1,697,789 | $18.5M |
| Checchi Capital Advisers, LLC | 1.04% | Add +3.3% | 1,389,774 | $15.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +501.9% | 1,229,982 | $13.4M |
| Stonebridge Advisors LLC | 100.00% | Add +54.4% | 1,223,779 | $13.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -8.4% | 1,131,378 | $12.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -16.6% | 1,125,887 | $12.3M |
| Cary Street Partners Financial LLC | 0.27% | Reduce -4.5% | 1,017,472 | $11.1M |
| Private Advisor Group, LLC | 0.05% | Add +0.2% | 954,689 | $10.4M |
| MAI Capital Management | 0.06% | Add +2.1% | 938,873 | $10.2M |
| Trinity Legacy Partners, LLC | 1.79% | Add +2.5% | 736,148 | $8.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.9% | 751,277 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -8.0% | 692,249 | $7.5M |
| Prairiewood Capital, LLC | 2.14% | Add +3.8% | 680,404 | $7.4M |
| Bank of Montreal | 0.00% | Reduce -13.3% | 672,722 | $7.3M |
| Manske Wealth Management | 2.03% | Add +12.6% | 664,411 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.8% | 663,212 | $7.2M |
| Investors Research Corp | 1.20% | Add +7.0% | 578,277 | $6.3M |
| Stifel Financial Corp. | 0.01% | Reduce -4.3% | 540,038 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +3.4% | 537,436 | $5.8M |
| First National Bank & Trust Co. of Newtown | 1.24% | Reduce -12.0% | 530,142 | $5.8M |
| Creative Planning | 0.00% | Add +1.2% | 523,278 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.5% | 494,356 | $5.4M |
| McAdam, LLC | 0.24% | Add +2.0% | 480,087 | $5.2M |
| Cordoba Advisory Partners LLC | 1.38% | Add +56.7% | 458,900 | $5.0M |
| Sound Income Strategies, LLC | 0.24% | Reduce -2.6% | 451,487 | $5.0M |
| Plimoth Trust Co. LLC | 1.07% | Add +0.1% | 440,393 | $4.8M |
| Citadel Advisors | 0.00% | New | 435,531 | $4.7M |
| Integrated Wealth Concepts LLC | 0.04% | Add +8.5% | 413,477 | $4.5M |
| Noesis Capital Mangement Corp. | 0.65% | Reduce -0.3% | 405,487 | $4.4M |
| Field & Main Bank | 1.24% | Reduce -0.8% | 393,033 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -15.3% | 375,515 | $4.1M |
| Modern Wealth Management, LLC | 0.07% | Reduce -1.5% | 25,268 | $4.0M |
| Focus Partners Wealth | 0.00% | Reduce -5.5% | 363,959 | $4.0M |
| Cetera Investment Advisers | 0.00% | Reduce -5.3% | 362,745 | $3.9M |
| Compass Financial Group, Inc. (Ohio) | 2.85% | Add +6.8% | 357,778 | $3.9M |
| Blair William & Co. | 0.01% | Add +1.5% | 354,246 | $3.9M |
| Banque Transatlantique SA | 0.09% | New | 326,172 | $3.5M |
| Baker Avenue Asset Management, LP | 0.08% | Add +6.0% | 315,639 | $3.4M |
| Arkos Global Advisors | 0.43% | Reduce -22.4% | 312,676 | $3.4M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -14.0% | 310,360 | $3.4M |
| Charles Schwab Trust Co | 0.22% | Add +27.4% | 307,169 | $3.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +71.7% | 304,303 | $3.3M |
| Cohen & Steers, Inc. | 0.01% | Reduce -86.0% | 303,146 | $3.3M |
| Gotham Asset Management | 0.01% | Add +63.3% | 296,689 | $3.2M |
| First Hawaiian Bank | 0.42% | Add +4.1% | 273,162 | $3.0M |
| KCM Investment Advisors LLC | 0.09% | Reduce -3.4% | 248,499 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.5% | 224,902 | $2.4M |
| Intrepid Financial Planning Group LLC | 0.97% | Reduce -62.5% | 221,034 | $2.4M |
| Stephens Inc. | 0.03% | Add +1.4% | 199,079 | $2.2M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -7.7% | 188,225 | $2.1M |
| World Investment Advisors | 0.03% | Reduce -3.6% | 193,447 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -13.6% | 186,386 | $2.0M |
| First PREMIER Bank | 0.44% | Reduce -18.2% | 174,328 | $1.9M |
| Brighton Securities Corp. | 0.88% | Add +9.6% | 167,863 | $1.8M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -2.3% | 166,453 | $1.8M |
| NewSquare Capital LLC | 0.16% | Add +21.4% | 165,744 | $1.8M |
| GeoWealth Management, LLC | 0.06% | Reduce -0.2% | 161,601 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Add +6.7% | 158,201 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.9% | 157,507 | $1.7M |
| White Pine Capital LLC | 0.45% | Reduce -22.0% | 153,019 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.7% | 148,086 | $1.6M |
| Fifth Third Bancorp | 0.00% | Add +25538.8% | 146,141 | $1.6M |
| Shepherd Kaplan Krochuk, LLC | 1.33% | Reduce -6.6% | 145,528 | $1.6M |
| Pursuit Wealth Strategies, LLC | 2.17% | Reduce -3.8% | 143,722 | $1.6M |
| Albion Financial Group | 0.10% | Add +0.3% | 140,795 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +9.1% | 132,673 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +0.6% | 130,556 | $1.4M |
| Tudor Financial Inc. | 0.72% | Add +1.2% | 129,505 | $1.4M |
| Principal Securities, Inc. | 0.02% | Add +1.5% | 127,983 | $1.4M |
| Ibex Wealth Advisors | 0.12% | Add +0.8% | 121,097 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.6% | 119,284 | $1.3M |
| KG Capital Management | 0.93% | Reduce -40.2% | 118,927 | $1.3M |
| &partners | 0.01% | Add +6.2% | 116,593 | $1.3M |
| RFG Advisory, LLC | 0.02% | Add +4.9% | 116,043 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -48.2% | 113,486 | $1.2M |
| Independent Wealth Network Inc. | 0.37% | Add +0.6% | 113,320 | $1.2M |
| Jackson, Grant Investment Advisers, Inc. | 0.41% | Reduce -3.3% | 112,973 | $1.2M |
| Mariner, LLC | 0.00% | Add +1.3% | 108,050 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +33.5% | 106,192 | $1.2M |
| CIBC Bancorp USA Inc. | 0.00% | — | 104,368 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +438.5% | 104,196 | $1.1M |
| Wealth Advisory Solutions, LLC | 0.25% | Add +12.7% | 102,962 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Reduce -5.2% | 100,804 | $1.1M |
| Glaxis Capital Management, LLC | 1.36% | New | 100,000 | $1.1M |
| Shulman DeMeo Asset Management LLC | 0.23% | Reduce -1.9% | 99,990 | $1.1M |
| Invesco Ltd. | 0.00% | Reduce -8.1% | 97,472 | $1.1M |
| Gould Asset Management LLC | 0.18% | Add +15.0% | 94,608 | $1.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -83.5% | 94,347 | $1.0M |
| Shufro Rose & Co. LLC | 0.07% | Add +1.3% | 93,815 | $1.0M |
| Fiduciary Advisors, Inc. | 0.69% | Reduce -48.4% | 84,888 | $924K |
| AlphaCore Capital LLC | 0.02% | No change | 83,983 | $914K |
| Cane Capital Partners, LLC | 0.40% | Reduce -2.5% | 83,574 | $909K |
| Pines Wealth Management, LLC | 0.29% | Add +25.3% | 82,550 | $898K |
| Independent Financial Group, LLC | 0.02% | Reduce -4.0% | 80,891 | $880K |
| Beam Wealth Advisors, Inc. | 0.22% | Reduce -9.1% | 80,150 | $872K |
| Arkadios Wealth Advisors | 0.01% | New | 77,538 | $844K |
| D.A. Davidson & Co. | 0.01% | Add +6.8% | 75,610 | $823K |
| Acute Investment Advisory, LLC | 9.22% | Add +283.9% | 75,491 | $821K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.0% | 71,449 | $777K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +40.1% | 70,663 | $769K |
| Cibc World Market Inc. | 0.00% | Add +7.7% | 70,605 | $768K |
| Amicus Financial Advisors, LLC | 0.21% | Add +2.1% | 69,778 | $759K |
| Captrust Financial Advisors | 0.00% | Reduce -3.3% | 68,859 | $749K |
| Simon Quick Advisors, LLC | 0.03% | Add +30.0% | 65,535 | $713K |
| Cherry Tree Wealth Management, LLC | 0.15% | Reduce -6.4% | 65,126 | $709K |
| Trask Adam Roland | 0.66% | — | 64,188 | $698K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -10.7% | 63,788 | $694K |
| Greenup Street Wealth Management LLC | 0.09% | Add +5.9% | 61,159 | $665K |
| Lido Advisors, LLC | 0.00% | Reduce -1.6% | 60,281 | $656K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.1% | 59,987 | $653K |
| New England Private Wealth Advisors LLC | 0.07% | Add +1.6% | 59,596 | $648K |
| Brighton Jones LLC | 0.01% | New | 57,830 | $629K |
| Wagner Wealth Management, LLC | 0.13% | Add +0.7% | 57,605 | $627K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -33.3% | 56,112 | $610K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -18.4% | 55,574 | $605K |
| 1620 Investment Advisors, Inc. | 0.41% | Reduce -0.3% | 55,508 | $604K |
| Christensen, King & Associates Investment Services, Inc. | 0.25% | Reduce -2.1% | 54,139 | $589K |
| Aletheian Wealth Advisors LLC | 0.29% | — | 54,117 | $589K |
| Coastwise Capital Group, LLC | 0.32% | Add +0.2% | 52,267 | $569K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -7.3% | 51,374 | $559K |
| Private Trust Co. NA | 0.05% | Reduce -5.9% | 51,079 | $556K |
| Summit Financial, LLC | 0.01% | Reduce -0.8% | 50,478 | $549K |
| Etesian Wealth Advisors, Inc. | 0.17% | No change | 50,048 | $545K |
| Point Windward Advisors Inc. | 0.27% | Add +10.4% | 49,280 | $536K |
| Rockland Trust Co. | 0.02% | Add +0.7% | 49,096 | $534K |
| VestGen Advisors, LLC | 0.01% | Add +25.9% | 47,662 | $531K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -9.6% | 48,719 | $530K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -14.5% | 47,145 | $513K |
| Hyposwiss Advisors SA | 0.51% | No change | 47,070 | $512K |
| Hilton Capital Management, LLC | 0.04% | No change | 46,850 | $510K |
| Butensky & Cohen Financial Security, Inc. | 0.13% | Reduce -6.8% | 46,076 | $501K |
| Rare Wolf Capital LLC | 0.30% | No change | 42,853 | $466K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.8% | 42,314 | $460K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -19.4% | 42,001 | $457K |
| Balanced Wealth Group LLC | 0.16% | Add +2.4% | 41,237 | $449K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +8.2% | 41,047 | $447K |
| Advisory Alpha, LLC | 0.01% | Reduce -15.4% | 40,939 | $445K |
| Nautilus Advisors LLC | 0.30% | No change | 40,693 | $443K |
| Lanark Financial, Inc. | 0.03% | Add +6.3% | 40,072 | $436K |
| Ramiah Investment Group | 0.38% | Reduce -3.8% | 40,002 | $435K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.7% | 39,160 | $426K |
| One Capital Management, LLC | 0.01% | Reduce -0.0% | 39,042 | $425K |
| Calton & Associates, Inc. | 0.06% | Add +127.6% | 39,000 | $424K |
| Independent Advisor Alliance | 0.00% | New | 38,701 | $421K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.0% | 38,674 | $421K |
| Cascade Financial Partners, LLC | 0.04% | No change | 38,523 | $419K |
| Prospera Financial Services Inc | 0.01% | Add +12.8% | 38,505 | $419K |
| MeadowBrook Investment Advisors LLC | 0.37% | Reduce -1.2% | 37,762 | $411K |
| Brookstone Capital Management | 0.00% | Reduce -9.0% | 37,040 | $403K |
| Argus Investors' Counsel, Inc. | 0.36% | Reduce -20.4% | 36,854 | $401K |
| Everstar Asset Management, LLC | 0.21% | Reduce -8.5% | 36,551 | $398K |
| Arax Advisory Partners | 0.01% | Add +58.1% | 36,089 | $393K |
| FF Advisors,LLC | 0.16% | Add +17.9% | 34,527 | $385K |
| HRT Financial LP | 0.00% | New | 35,311 | $384K |
| SkyOak Wealth, LLC | 0.07% | No change | 34,778 | $378K |
| Journey Strategic Wealth LLC | 0.01% | No change | 34,158 | $372K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -3.9% | 33,849 | $368K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +186.7% | 33,721 | $367K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +6.2% | 33,050 | $360K |
| Northstar Advisory Group, LLC | 0.14% | Add +0.5% | 32,965 | $359K |
| Commerce Bank | 0.00% | Reduce -0.6% | 32,942 | $358K |
| Ariadne Wealth Management, LP | 0.16% | No change | 32,271 | $351K |
| Marex Group Ltd | 0.00% | Reduce -85.5% | 32,000 | $348K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -2.2% | 31,919 | $347K |
| Old National Bancorp | 0.01% | Reduce -35.9% | 31,122 | $339K |
| Equitable Holdings, Inc. | 0.00% | Add +168.2% | 30,572 | $336K |
| Creekside Partners | 0.13% | No change | 29,850 | $325K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 29,250 | $318K |
| Friedenthal Financial | 0.16% | Reduce -0.3% | 28,973 | $315K |
| Madison Wealth Partners, Inc | 0.05% | Reduce -0.5% | 28,270 | $308K |
| Portland Financial Advisors Inc | 0.64% | No change | 28,070 | $305K |
| Park Avenue Securities LLC | 0.00% | Add +36.4% | 27,297 | $297K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 27,141 | $295K |
| Wiser Advisor Group LLC | 0.36% | Add +0.1% | 27,098 | $295K |
| Cwm, LLC | 0.00% | Add +66.4% | 26,783 | $291K |
| Gateway Wealth Partners, LLC | 0.01% | Add +84.4% | 26,316 | $286K |
| Ascentis Independent Advisors | 0.02% | Add +100.0% | 25,992 | $283K |
| Landaas & Co. /Wi | 0.06% | No change | 25,987 | $283K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -1.9% | 25,732 | $280K |
| Sowell Financial Services LLC | 0.01% | Add +0.3% | 25,562 | $278K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -0.0% | 25,536 | $278K |
| Accel Wealth Management | 0.07% | Reduce -27.7% | 25,448 | $277K |
| Corient Private Wealth LP | 0.00% | Reduce -4.6% | 25,903 | $276K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +7.3% | 25,214 | $274K |
| Camarda Financial Advisors, LLC | 0.14% | Add +7.3% | 24,791 | $270K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.3% | 24,509 | $267K |
| Savant Capital, LLC | 0.00% | Add +0.2% | 24,362 | $265K |
| Sepio Capital, LP | 0.01% | No change | 24,075 | $262K |
| Valeo Financial Advisors, LLC | 0.01% | Add +20.4% | 23,991 | $261K |
| Tompkins Financial Corp. | 0.02% | No change | 23,706 | $258K |
| Foundations Investment Advisors, LLC | 0.00% | Add +6.1% | 23,643 | $257K |
| Autumn Glory Partners, LLC | 0.09% | No change | 23,627 | $257K |
| Crews Bank & Trust | 0.04% | Reduce -6.1% | 23,255 | $253K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 22,957 | $249K |
| Mountain Hill Investment Partners Corp. | 0.15% | No change | 22,905 | $249K |
| Keybank National Association | 0.00% | No change | 22,801 | $248K |
| Stone Summit Wealth LLC | 0.07% | Reduce -9.2% | 22,699 | $247K |
| Harbour Investments, Inc. | 0.00% | Add +32.6% | 22,582 | $246K |
| Wilson & Boucher Capital Management, LLC | 0.16% | No change | 22,500 | $245K |
| Baird Financial Group, Inc. | 0.00% | Reduce -86.6% | 22,497 | $245K |
| Murphy & Mullick Capital Management Corp | 0.18% | Reduce -3.4% | 22,485 | $245K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 21,761 | $237K |
| American Trust | 0.02% | Reduce -5.1% | 21,618 | $235K |
| Texas Yale Capital Corp. | 0.01% | Add +32.9% | 21,600 | $235K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.8% | 21,389 | $235K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.6% | 21,419 | $233K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -0.6% | 21,295 | $232K |
| GM Advisory Group, LLC | 0.01% | Add +0.5% | 21,229 | $231K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -4.9% | 21,001 | $228K |
| Mutual Advisors, LLC | 0.00% | Add +0.0% | 20,794 | $226K |
| Legacy Private Trust Co. | 0.01% | No change | 20,700 | $225K |
| Apella Capital, LLC | 0.00% | Add +5.0% | 19,507 | $220K |
| Evoke Wealth, LLC | 0.00% | No change | 19,848 | $216K |
| Farrell Financial LLC | 0.13% | Add +0.9% | 19,607 | $213K |
| Independence Bank of Kentucky | 0.03% | Reduce -9.1% | 19,585 | $213K |
| North Dallas Bank & Trust Co. | 0.14% | No change | 19,250 | $209K |
| Sigma Planning Corp | 0.01% | Reduce -20.4% | 19,239 | $209K |
| Marshall Financial Group, LLC | 0.03% | No change | 19,040 | $207K |
| Friday Financial | 0.07% | New | 18,923 | $206K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -17.8% | 18,346 | $200K |
| RDA Financial Network | 0.05% | Reduce -1.6% | 18,305 | $199K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 18,227 | $198K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 17,995 | $196K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -2.9% | 17,316 | $188K |
| Eclectic Associates Inc. | 0.03% | No change | 17,282 | $188K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -27.0% | 17,279 | $188K |
| XTX Topco Ltd | 0.00% | New | 17,246 | $188K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 16,359 | $184K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -51.1% | 16,876 | $184K |
| Purus Wealth Management, LLC | 0.06% | Add +0.2% | 16,794 | $183K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.6% | 16,779 | $183K |
| Madrona Financial Services, LLC | 0.04% | Reduce -34.2% | 16,542 | $180K |
| Legacy Financial Independent Advisors LLC | 0.09% | — | 16,421 | $179K |
| Patriot Investment Management Group, Inc. | 0.01% | No change | 16,038 | $174K |
| Coordinated Financial Services, Inc. | 0.10% | Add +3.9% | 15,132 | $165K |
| GenWealth Group, Inc. | 0.03% | No change | 15,069 | $164K |
| Weitzel Financial Services, Inc. | 0.06% | New | 14,843 | $162K |
| Kovack Advisors, Inc. | 0.01% | Reduce -0.6% | 14,615 | $160K |
| Adalta Capital Management LLC | 0.08% | Add +25.9% | 14,596 | $159K |
| Coastal Bridge Advisors, LLC | 0.01% | Add +1.6% | 14,339 | $156K |
| Hilltop Holdings Inc. | 0.01% | No change | 14,332 | $156K |
| Providence First Trust Co | 0.05% | No change | 14,100 | $153K |
| Proactive Wealth Strategies LLC | 0.03% | New | 14,077 | $153K |
| PFG Investments, LLC | 0.01% | Add +1.1% | 13,586 | $148K |
| Snowden Capital Advisors LLC | 0.00% | New | 13,524 | $147K |
| Mosaic Financial Group, LLC | 0.10% | Reduce -86.5% | 13,403 | $146K |
| NewEdge Wealth, LLC | 0.00% | Reduce -63.2% | 13,323 | $145K |
| Wesbanco Bank Inc. | 0.00% | No change | 13,210 | $144K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -6.7% | 13,172 | $143K |
| Ameritas Advisory Services, LLC | 0.01% | Add +1.9% | 12,891 | $140K |
| Western Wealth Management, LLC | 0.01% | Reduce -53.4% | 12,742 | $139K |
| Csenge Advisory Group | 0.01% | Reduce -28.5% | 12,674 | $138K |
| Joule Financial, LLC | 0.04% | Add +0.8% | 12,481 | $136K |
| Simplicity Wealth,LLC | 0.01% | Reduce -0.6% | 12,453 | $135K |
| Clear Harbor Asset Management, LLC | 0.01% | Reduce -14.1% | 12,220 | $133K |
| Up Strategic Wealth Investment Advisors LLC | 0.08% | No change | 11,725 | $131K |
| Weaver Consulting Group | 0.03% | Reduce -5.0% | 11,925 | $130K |
| LaSalle St. Investment Advisors, LLC | 0.02% | New | 11,775 | $128K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -2.5% | 11,760 | $128K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.7% | 11,562 | $126K |
| Conestoga Capital Advisors, LLC | 0.00% | No change | 11,350 | $123K |
| S.A. Mason LLC | 0.05% | Add +19.9% | 11,305 | $123K |
| Keating Financial Advisory Services, Inc. | 0.02% | Reduce -0.3% | 11,025 | $120K |
| Rathbones Group PLC | 0.00% | No change | 11,000 | $120K |
| Prostatis Group LLC | 0.03% | No change | 10,972 | $119K |
| Fortitude Advisory Group L.L.C. | 0.05% | Reduce -1.4% | 10,912 | $119K |
| Main Street Financial Solutions, LLC | 0.01% | Add +2.2% | 10,867 | $118K |
| HB Wealth Management, LLC | 0.00% | New | 10,851 | $118K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | Reduce -32.6% | 10,730 | $117K |
| Daymark Wealth Partners, LLC | 0.00% | Reduce -30.0% | 10,670 | $116K |
| Financial Council, LLC | 0.04% | Add +1.6% | 10,641 | $116K |
| Brandywine Oak Private Wealth LLC | 0.01% | New | 10,628 | $116K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.1% | 10,609 | $115K |
| Financial Insights, Inc. | 0.04% | No change | 10,600 | $115K |
| Moors & Cabot, Inc. | 0.00% | Add +0.7% | 10,565 | $115K |
| IFP Advisors, Inc | 0.00% | Reduce -93.2% | 10,536 | $115K |
| Rockwood Wealth Management, LLC | 0.01% | No change | 10,535 | $115K |
| Blue Trust, Inc. | 0.00% | Add +0.7% | 10,416 | $113K |
| Haverford Trust Co | 0.00% | New | 10,373 | $113K |
| Vontobel Holding Ltd. | 0.00% | No change | 10,250 | $112K |
| Spartan Wealth Advisory Services LLC | 0.01% | — | 10,200 | $111K |
| Thrivent Financial for Lutherans | 0.00% | New | 10,134 | $110K |
| Buck Wealth Strategies, LLC | 0.01% | Reduce -93.7% | 10,065 | $110K |
| Bluedoor Private Wealth, LLC | 0.05% | No change | 10,030 | $109K |
| LFA - Lugano Financial Advisors SA | 0.05% | No change | 9,530 | $103K |
| Robbins Farley | 0.04% | Add +0.1% | 9,139 | $99K |
| UMB Bank, n.a. | 0.00% | No change | 9,120 | $99K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 8,677 | $94K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -18.2% | 8,218 | $89K |
| Consultiva Wealth Management, Corp. | 0.26% | No change | 8,093 | $88K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 8,000 | $87K |
| Larson Financial Group LLC | 0.00% | No change | 8,000 | $87K |
| Register Financial Advisors LLC | 0.03% | Add +11.4% | 7,806 | $85K |
| AE Wealth Management LLC | 0.00% | Reduce -34.7% | 7,700 | $84K |
| CENTRAL TRUST Co | 0.00% | No change | 7,664 | $83K |
| Crewe Advisors LLC | 0.01% | No change | 7,327 | $80K |
| CoreCap Advisors, LLC | 0.00% | Reduce -59.8% | 7,110 | $77K |
| NBT Bank, N.A. | 0.01% | No change | 7,020 | $76K |
| Fourth Dimension Wealth, LLC | 0.03% | Add +2.3% | 6,758 | $74K |
| Bank of New Hampshire | 0.02% | No change | 6,700 | $73K |
| AdvisorNet Financial, Inc | 0.00% | No change | 6,650 | $72K |
| Parallel Advisors, LLC | 0.00% | No change | 6,610 | $72K |
| Bangor Savings Bank | 0.01% | No change | 6,500 | $71K |
| Bellevue Asset Management, LLC | 0.03% | Add +0.4% | 5,469 | $60K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -9.4% | 5,437 | $59K |
| Advisory Services Network, LLC | 0.00% | New | 5,275 | $57K |
| Palouse Capital Management, Inc. | 0.04% | Reduce -23.1% | 5,100 | $55K |
| Main Street Group, LTD | 0.02% | New | 5,077 | $55K |
| International Assets Investment Management, LLC | 0.00% | No change | 4,850 | $53K |
| North Star Investment Management Corp. | 0.00% | No change | 4,878 | $53K |
| Global Assets Advisory, LLC | 0.01% | New | 4,812 | $52K |
| Bayban | 0.04% | No change | 4,600 | $50K |
| WealthShield Partners, LLC | 0.01% | Reduce -32.9% | 4,550 | $50K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 4,467 | $49K |
| Ameriflex Group, Inc. | 0.02% | No change | 4,430 | $48K |
| First United Bank & Trust | 0.02% | Add +32.1% | 4,343 | $47K |
| Millstone Evans Group, LLC | 0.03% | No change | 4,316 | $47K |
| Community Financial Services Group, LLC | 0.01% | New | 4,143 | $45K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 4,041 | $44K |
| Peoples Financial Services Corp. | 0.02% | No change | 4,000 | $44K |
| Blueline Advisors LLC | 0.03% | Reduce -76.9% | 3,750 | $41K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 3,617 | $39K |
| SRH Advisors, LLC | 0.01% | No change | 3,500 | $38K |
| Kentucky Trust Co | 0.02% | No change | 3,080 | $34K |
| Rogco, LP | 0.01% | Reduce -19.8% | 3,053 | $33K |
| CVA Family Office, LLC | 0.00% | Add +1.5% | 2,895 | $32K |
| US Bancorp \de | 0.00% | Reduce -65.3% | 2,861 | $31K |
| Piscataqua Savings Bank | 0.02% | No change | 2,578 | $28K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,525 | $27K |
| Triumph Capital Management | 0.01% | No change | 2,459 | $27K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 2,400 | $26K |
| McIlrath & Eck, LLC | 0.00% | No change | 2,386 | $26K |
| JDM Financial Group LLC | 0.01% | No change | 2,370 | $26K |
| Founders Financial Alliance, LLC | 0.00% | Add +1.3% | 2,273 | $25K |
| Winthrop Capital Management, LLC | 0.01% | Add +1.6% | 2,088 | $23K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 2,000 | $22K |
| NFSG Corp | 0.00% | Reduce -3.5% | 2,000 | $22K |
| N.E.W. Advisory Services LLC | 0.00% | New | 2,000 | $22K |
| Ameliora Wealth Management Ltd. | 0.01% | New | 1,714 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.6% | 1,627 | $18K |
| Deutsche Bank AG | 0.00% | No change | 1,570 | $17K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 1,500 | $16K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 1,500 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -89.4% | 1,456 | $16K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,479 | $16K |
| Bernard Wealth Management Corp. | 0.01% | Add +0.7% | 1,404 | $15K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 1,400 | $15K |
| Nemes Rush Group LLC | 0.00% | New | 1,252 | $14K |
| First Horizon Corp. | 0.00% | No change | 1,200 | $13K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,168 | $13K |
| FMR LLC | 0.00% | Reduce -60.7% | 1,118 | $12K |
| Rialto Wealth Management, LLC | 0.00% | No change | 1,108 | $12K |
| Signaturefd, LLC | 0.00% | New | 1,088 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 1,000 | $11K |
| SHP Wealth Management | 0.00% | No change | 1,000 | $11K |
| Ares Financial Consulting, LLC | 0.01% | No change | 970 | $11K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 925 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 917 | $10K |
| GAMMA Investing LLC | 0.00% | Reduce -55.0% | 841 | $9K |
| Key Capital Management, INC | 0.01% | Add +20550.0% | 826 | $9K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 752 | $8K |
| Kingdom Financial Group LLC. | 0.00% | Add +1.5% | 752 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 725 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 700 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 647 | $7K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 608 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 540 | $6K |
| Richardson Financial Services Inc. | 0.00% | No change | 500 | $5K |
| Adirondack Trust Co. | 0.00% | No change | 500 | $5K |
| Horizon Investments, LLC | 0.00% | New | 480 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 453 | $5K |
| Spire Wealth Management | 0.00% | No change | 441 | $5K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -74.1% | 421 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 367 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -37.0% | 344 | $4K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -52.0% | 329 | $4K |
| Westfuller Advisors, LLC | 0.00% | Add +15.1% | 282 | $3K |
| Providence Capital Advisors, LLC | 0.00% | No change | 258 | $3K |
| Wilkerson Advisory Group LLC | 0.00% | New | 206 | $2K |
| Nova Wealth Management, Inc. | 0.00% | New | 191 | $2K |
| First Community Trust NA | 0.00% | New | 169 | $2K |
| High Note Wealth, LLC | 0.00% | New | 161 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $2K |
| Eastern Bank | 0.00% | Reduce -94.9% | 152 | $2K |
| Darwin Wealth Management, LLC | 0.00% | New | 126 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 101 | $1K |
| Simplex Trading, LLC | 0.00% | New | 92 | $1K |
| Dunhill Financial, LLC | 0.00% | New | 91 | $990 |
| Curio Wealth, LLC | 0.00% | Add +295.0% | 79 | $860 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 72 | $783 |
| TopTier Wealth Management, LLC | 0.00% | New | 67 | $729 |
| Barrett & Company, Inc. | 0.00% | No change | 66 | $718 |
| 1 North Wealth Services LLC | 0.00% | No change | 60 | $653 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -98.7% | 53 | $577 |
| Costello Asset Management, INC | 0.00% | Add +2.0% | 51 | $553 |
| Westside Investment Management, Inc. | 0.00% | No change | 32 | $348 |
| Montag A & Associates Inc. | 0.00% | No change | 30 | $327 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 25 | $272 |
| PMV Capital Advisers, LLC | 0.00% | New | 16 | $172 |
| Assetmark, Inc. | 0.00% | No change | 3 | $33 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 1 | $12 |
| BlackRock, Inc. | 0.00% | No change | 1 | $10 |
| Hanson & Doremus Investment Management | 0.00% | No change | 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.