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Get Institutions for : 
Invesco Financial Preferred ETF (PGF)  
$14.71 0.02 (0.14%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 174    12
Total shares held : 
 12,254,579  
% of shares held : 
 13.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -43  
Amount of shares held : 
 -2,087,656  
% of shares held change : 
   -2.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $13.87  
Last Quarter's Ending Price : 
 $14.58  
Last Quarter's Average Price : 
 $13.98  
Change from last quarter's     
avg. price to the last closing  : 
0.73 (5.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 127,769
 1.04%
 
Increased Positions :
36
 508,216
 4.15%
 
Unchanged Positions :
59
 545,397
 4.45%
 
Decreased Positions :
67
-1,696,326
-13.84%
 
Closed Positions :
24
-1,027,315
-8.38%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FLOW TRADERS U.S. LLC 832 *Closed 2023-12-31 0 $0 -25,776
   FRANKLIN RESOURCES INC 2562 *Closed 2023-12-31 0 $0 -3,750
   Lehman & Derafelo Financial Resources LLC 166 *Closed 2022-12-31 0 $0 -2,411
   CREATIVE PLANNING 2873 *Closed 2023-12-31 0 $0 -19,962
   GOLDMAN SACHS GROUP INC/ 4675 *Closed 2023-12-31 0 $0 -27,200
   AE Wealth Management LLC 2186 *Closed 2023-12-31 0 $0 -10,301
   Howard Wealth Management LLC 102 *Closed 2023-12-31 0 $0 -11,805
   Custos Family Office LLC 46 *Closed 2023-12-31 0 $0 -628,742
   Lindbrook Capital LLC 2647 *Closed 2024-03-31 0 $0 -8,000
   VALLEY FINANCIAL MANAGEMENT INC. 47 *Closed 2023-06-30 0 $0 -37,345
   Cetera Investment Advisers 2290 *Closed 2023-12-31 0 $0 -17,541
   SIMPLEX TRADING LLC 3192 *Closed 2024-03-31 0 $0 -166
   BAKER AVENUE ASSET MANAGEMENT, LP 1331 *Closed 2023-12-31 0 $0 -148,609
   HPM Partners LLC *Closed 2023-12-31 0 $0 -18,065
   CRESTWOOD ADVISORS LLC 404 *Closed 2023-12-31 0 $0 -28,585
   MARINER WEALTH ADVISORS, LLC 3155 *Closed 2023-12-31 0 $0 -12,669
   Krilogy Financial LLC 214 *Closed 2024-03-31 0 $0 -16,006
   Resources Investment Advisors Inc. 1149 *Closed 2023-12-31 0 $0 -22,231
   J.W. COLE ADVISORS INC. 902 *Closed 2024-03-31 0 $0 -11,179
   GRADIENT INVESTMENTS LLC 1848 *Closed 2024-03-31 0 $0 -1,074
   GODSEY & GIBB ASSOCIATES 399 *Closed 2024-03-31 0 $0 -1,000
   Owen LaRue LLC 83 *Closed 2023-12-31 0 $0 -16,033
  22 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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