PGX
Invesco Preferred ETF$11.16-0.05 (-0.45%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$7.3900012000094e+224T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 65,825,056 | $739.0M | 0.05% | Share |
| 2 | WELLS FARGO & COMPANY/MN | 10,724,946 | $120.0M | 0.02% | Share |
| 3 | BANK OF AMERICA CORP /DE/ | 8,407,230 | $94.0M | 0.01% | Share |
| 4 | Bramshill Investments, LLC | 7,321,189 | $82.3M | 4.65% | Share |
| 5 | MORGAN STANLEY | 7,271,166 | $81.0M | 0.00% | Share |
| 6 | LPL Financial LLC | 5,725,667 | $64.0M | 0.02% | Share |
| 7 | Spectrum Asset Management, Inc. | 5,372,426 | $60.4M | 75.99% | Share |
| 8 | JPMORGAN CHASE & CO | 5,141,400 | $57.0M | 0.00% | Share |
| 9 | AMERIPRISE FINANCIAL INC | 4,108,220 | $46.0M | 0.01% | Share |
| 10 | WELLS FARGO & COMPANY/MN | 4,093,062 | $46.0M | 0.01% | Share |
| 11 | UBS Group AG | 3,670,888 | $41.3M | 0.01% | Share |
| 12 | BESSEMER GROUP INC | 3,482,215 | $39.0M | 0.06% | Share |
| 13 | ROYAL BANK OF CANADA | 3,534,925 | $39.0M | 0.01% | Share |
| 14 | Allworth Financial LP | 3,192,137 | $35.9M | 0.15% | Share |
| 15 | BANK OF AMERICA CORP /DE/ | 2,500,000 | $28.0M | 0.00% | Share |
| 16 | COHEN & STEERS, INC. | 2,157,935 | $24.3M | 0.04% | Share |
| 17 | FIRST TRUST ADVISORS LP | 1,966,427 | $22.0M | 0.02% | Share |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 578,008 | $18.8M | 0.01% | Share |
| 19 | BANK OF AMERICA CORP /DE/ | 1,644,184 | $18.0M | 0.00% | Share |
| 20 | RAYMOND JAMES FINANCIAL INC | 1,666,234 | $18.0M | 0.01% | Share |
| 21 | Clearstead Advisors, LLC | 1,682,990 | $18.0M | 0.23% | Share |
| 22 | Checchi Capital Advisers, LLC | 1,345,619 | $15.1M | 0.77% | Share |
| 23 | UBS Group AG | 1,301,106 | $14.6M | 0.00% | Share |
| 24 | Mader & Shannon Wealth Management, Inc. | 1,245,561 | $14.4M | 7.08% | Share |
| 25 | OSAIC HOLDINGS, INC. | 1,330,014 | $14.0M | 0.02% | Share |
| 26 | New England Private Wealth Advisors LLC | 1,227,261 | $13.8M | 0.83% | Share |
| 27 | HUNTINGTON NATIONAL BANK | 1,211,397 | $13.0M | 0.08% | Share |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 1,235,557 | $13.0M | 0.02% | Share |
| 29 | CARY STREET PARTNERS FINANCIAL LLC | 1,065,901 | $12.0M | 0.30% | Share |
| 30 | RAYMOND JAMES FINANCIAL INC | 1,022,773 | $11.0M | 0.00% | Share |
| 31 | Private Advisor Group, LLC | 953,170 | $10.0M | 0.05% | Share |
| 32 | MAI Capital Management | 919,286 | $10.0M | 0.06% | Share |
| 33 | STONEBRIDGE ADVISORS LLC | 792,408 | $8.9M | 4.88% | Share |
| 34 | Trinity Legacy Partners, LLC | 717,856 | $8.1M | 1.85% | Share |
| 35 | Cambridge Investment Research Advisors, Inc. | 752,227 | $8.0M | 0.02% | Share |
| 36 | Sierra Capital LLC | 169,868 | $7.9M | 0.84% | Share |
| 37 | Prairiewood Capital, LLC | 655,646 | $7.4M | 2.29% | Share |
| 38 | Manske Wealth Management | 590,010 | $6.6M | 1.96% | Share |
| 39 | Intrepid Financial Planning Group LLC | 589,411 | $6.6M | 2.52% | Share |
| 40 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 574,780 | $6.5M | 1.18% | Share |
| 41 | PRINCIPAL FINANCIAL GROUP INC | 570,695 | $6.4M | 0.00% | Share |
| 42 | Investors Research Corp | 540,521 | $6.1M | 1.11% | Share |
| 43 | ENVESTNET ASSET MANAGEMENT INC | 604,249 | $6.0M | 0.00% | Share |
| 44 | STIFEL FINANCIAL CORP | 534,141 | $6.0M | 0.01% | Share |
| 45 | Janney Montgomery Scott LLC | 540,225 | $6.0M | 0.01% | Share |
| 46 | Sound Income Strategies, LLC | 463,329 | $5.3M | 0.25% | Share |
| 47 | Sanctuary Advisors, LLC | 454,332 | $5.1M | 0.03% | Share |
| 48 | Sanctuary Advisors, LLC | 454,332 | $5.1M | 0.04% | Share |
| 49 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 443,273 | $5.0M | 0.01% | Share |
| 50 | WELLS FARGO & COMPANY/MN | 474,868 | $5.0M | 0.00% | Share |