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Get Institutions for : 
Invesco Preferred ETF (PGX)  
$11.61 0.13 (1.13%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 468    3
Total shares held : 
 181,815,774  
% of shares held : 
 41.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -85  
Amount of shares held : 
 -5,511,751  
% of shares held change : 
   -1.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $10.80  
Last Quarter's Ending Price : 
 $11.47  
Last Quarter's Average Price : 
 $10.91  
Change from last quarter's     
avg. price to the last closing  : 
0.70 (6.42%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
41
 3,370,001
 1.85%
 
Increased Positions :
122
 11,279,793
 6.2%
 
Unchanged Positions :
101
 7,378,059
 4.06%
 
Decreased Positions :
204
-18,487,427
-10.17%
 
Closed Positions :
44
-1,674,118
-0.92%
 
Guru Positions :
1
16,630
 0.01%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BESSEMER GROUP INC 187 - 2023-12-31 5,091,215 $58,396,000 0
   FIRST TRUST ADVISORS LP 1624 - 2023-12-31 215,969 $2,477,000 0
   Financial Gravity Wealth Inc. 128 - 2023-12-31 29,063 $2,403,000 0
   SHUFRO ROSE & CO LLC 103 - 2023-12-31 105,806 $1,159,000 0
   Goss Wealth Management LLC 891 - 2023-12-31 92,282 $1,062,000 0
   SEI INVESTMENTS CO 1886 - 2023-12-31 82,896 $951,000 0
   Gratus Capital LLC 147 - 2023-12-31 75,000 $860,000 0
   CSM Advisors LLC 108 - 2023-12-31 61,700 $708,000 0
   Levy Wealth Management Group LLC 46 - 2024-03-31 60,846 $698,000 0
   Bristlecone Advisors LLC 181 - 2024-03-31 44,180 $525,000 0
   Lion Street Advisors LLC 109 - 2024-03-31 43,477 $499,000 0
   ARGUS INVESTORS COUNSEL INC 83 - 2024-03-31 40,289 $479,000 0
   PRUDENTIAL CORP PLC 788 - 2023-12-31 40,000 $459,000 0
   ATLAS CAPITAL ADVISORS LLC 267 - 2024-03-31 30,000 $356,000 0
   Sierra Capital LLC 100 - 2023-12-31 29,485 $338,000 0
   Madrona Financial Services LLC 61 - 2024-03-31 27,792 $330,000 0
   Valeo Financial Advisors LLC 472 - 2024-03-31 28,561 $329,000 0
   Milestone Advisory Partners 54 - 2023-09-30 27,590 $302,000 0
   FF AdvisorsLLC 67 - 2024-03-31 25,200 $299,000 0
   Amplius Wealth Advisors LLC 129 - 2024-03-31 24,761 $294,000 0
   Autumn Glory Partners LLC - 2023-12-31 24,193 $281,000 0
   Sunesis Advisors LLC 59 - 2023-12-31 22,492 $258,000 0
   Marshall Financial Group LLC 162 - 2024-03-31 19,740 $235,000 0
   MCMILLION CAPITAL MANAGEMENT INC 70 - 2023-06-30 16,730 $190,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 16,552 $190,000 0
   SHEETS SMITH & ASSOCIATES INC 312 - 2023-09-30 16,668 $183,000 0
   GenWealth Group Inc. 64 - 2024-03-31 15,069 $179,000 0
   Weaver Consulting Group 194 - 2024-03-31 14,395 $171,000 0
   Lantz Financial LLC 203 - 2024-03-31 14,353 $171,000 0
   Glass Jacobson Investment Advisors llc 232 - 2024-03-31 13,569 $161,000 0
   Matthew Goff Investment Advisor LLC 94 - 2024-03-31 13,460 $160,000 0
   Yoder Wealth Management Inc. 100 - 2024-03-31 13,200 $157,000 0
   Golden State Equity Partners 348 - 2023-12-31 13,558 $156,000 0
   SkyOak Wealt LLC 224 - 2023-12-31 12,980 $149,000 0
   WELLINGTON SHIELDS & CO., LLC 225 - 2023-12-31 12,444 $143,000 0
   Essex Savings Bank 261 - 2024-03-31 12,325 $141,000 0
   RATHBONE BROTHERS PLC 558 - 2023-12-31 11,000 $126,000 0
   Carlton Hofferkamp 126 - 2024-03-31 10,700 $122,000 0
   WALDEN WEALTH PARTNERS LLC 92 - 2024-03-31 10,200 $121,000 0
   BURNEY CO/ 572 - 2023-12-31 10,465 $120,000 0
   QUEST INVESTMENT MANAGEMENT INC/OR 87 - 2023-12-31 10,440 $120,000 0
   Vontobel Holding Ltd. 1034 - 2023-12-31 10,250 $118,000 0
   Cladis Investment Advisory LLC 126 - 2023-12-31 10,177 $117,000 0
   ROBBINS FARLEY LLC 68 - 2024-03-31 7,236 $86,000 0
   BANGOR SAVINGS BANK 262 - 2024-03-31 6,500 $77,000 0
   BARTLETT & CO. LLC 612 - 2023-12-31 6,456 $74,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 612 - 2023-12-31 6,456 $74,000 0
   Carmichael Hill & Associates Inc. 260 - 2024-03-31 5,832 $69,000 0
   Hartland & Co. LLC 681 - 2023-12-31 5,575 $64,000 0
   Cedar Wealth Management LLC 154 - 2023-12-31 4,629 $53,000 0
   PEOPLES FINANCIAL SERVICES CORP. 165 - 2024-03-31 4,000 $48,000 0
   JTC Employer Solutions Trusteee Ltd 260 - 2024-03-31 3,617 $43,000 0
   NATIONAL BANK OF CANADA /FI/ 1649 - 2023-12-31 3,625 $42,000 0
   Rocky Mountain Advisers LLC 132 - 2024-03-31 3,500 $42,000 0
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 152 - 2023-12-31 3,345 $38,000 0
   ROGCO LP 150 - 2023-12-31 3,053 $35,000 0
   WETZEL INVESTMENT ADVISORS INC. 289 - 2024-03-31 2,997 $34,000 0
   DB Wealth Management Group LLC 195 - 2023-12-31 2,888 $33,000 0
   TCTC HOLDINGS, LLC 330 - 2023-12-31 2,775 $32,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 338 - 2023-12-31 2,400 $28,000 0
   JDM Financial Group LLC 89 - 2023-12-31 2,370 $27,000 0
   Crewe Advisors LLC 151 - 2023-12-31 2,173 $25,000 0
   CNB Bank 305 - 2023-12-31 1,945 $22,000 0
   ST GERMAIN D J CO INC 472 - 2024-03-31 1,825 $22,000 0
   McIlrath & Eck LLC 400 - 2023-12-31 1,845 $21,000 0
   LGT Financial Advisors LLC 366 - 2023-12-31 1,634 $19,000 0
   Emerald Investment Partners LLC - 2023-12-31 1,356 $16,000 0
   ADIRONDACK TRUST CO 325 - 2024-03-31 1,150 $14,000 0
   Colonial Trust Co / SC 691 - 2023-12-31 1,132 $13,000 0
   Salomon & Ludwin LLC 464 - 2023-12-31 1,146 $13,000 0
   ALPHAMARK ADVISORS LLC 500 - 2024-03-31 1,000 $12,000 0
   Front Row Advisors LLC 321 - 2023-12-31 1,000 $11,000 0
   MONTAG A & ASSOCIATES INC 763 - 2023-12-31 944 $11,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 316 - 2023-12-31 810 $9,000 0
   M&R CAPITAL MANAGEMENT INC 375 - 2024-03-31 799 $9,000 0
   Westside Investment Management Inc. 623 - 2024-03-31 704 $8,000 0
   Ambassador Advisors LLC 230 - 2023-12-31 590 $7,000 0
   HARBOR INVESTMENT ADVISORY LLC 964 - 2024-03-31 453 $5,000 0
   WOLFF WIESE MAGANA LLC 394 - 2024-03-31 453 $5,000 0
   Lee Financial CORP 728 - 2023-12-31 160 $2,000 0
   DELTA ASSET MANAGEMENT LLC/TN 592 - 2023-12-31 160 $2,000 0
   CALDWELL SUTTER CAPITAL INC. 774 - 2024-03-31 200 $2,000 0
   Pacifica Partners Inc. 459 - 2024-03-31 200 $2,000 0
   WEBSTER BANK 597 - 2024-03-31 129 $2,000 0
   SANDY SPRING BANK - 2023-12-31 72 $1,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 1324 - 2024-03-31 64 $1,000 0
   Venturi Wealth Management LLC 1308 - 2024-03-31 88 $1,000 0
   PSI Advisors LLC 712 - 2024-03-31 61 $1,000 0
   Oakworth Capital Inc. 654 - 2024-03-31 89 $1,000 0
   PIN OAK INVESTMENT ADVISORS INC 448 - 2023-12-31 100 $1,000 0
   Impact Partnership Wealth LLC 746 - 2023-12-31 70 $1,000 0
   PARKSIDE FINANCIAL BANK & TRUST 1844 - 2023-12-31 21 $0 0
   BARRETT & COMPANY INC. 589 - 2024-03-31 35 $0 0
   HORIZON FINANCIAL SERVICES LLC 247 *New 2024-03-31 0 $0 0
  94 Records found
  1    
  Page 1 of 1
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