PGX institutional holders

Invesco Preferred ETF · 428 reporting institutions · $2.2B reported value

Funds that can replace PGX · PGX return decomposition

Institutional holdings

Institutions reporting PGX, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$944.2M02026-06-30
Bramshill Investments, LLC$124.6M02026-06-30
Wells Fargo & Company/mn$121.7M02026-06-30
UBS Group AG$103M02026-06-30
Jpmorgan Chase & Co$77M02026-06-30
Centiva Capital, LP$74.9M02026-06-30
Morgan Stanley$67.5M23,1852026-06-30
Lpl Financial LLC$53.8M23,4582026-06-30
Spectrum Asset Management, Inc.$53.7M42026-06-30
Ameriprise Financial Inc$45.8M02026-06-30
Allworth Financial, LP$37.3M3172026-06-30
Raymond James Financial Inc$32.2M02026-06-30
Royal Bank of Canada$30.7M02026-06-30
First Trust Advisors LP$19.5M6072026-06-30
Checchi Capital Advisers, LLC$17M82026-06-30
Clearstead; Clearstead Advisory Solutions$17M642026-06-30
Osaic Holdings, Inc.$14.1M02026-06-30
Stonebridge Advisors LLC$13.3M52026-06-30
Huntington National Bank$12.7M02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$11.4M02026-06-30
Mai Capital Management$10.6M3082026-06-30
Envestnet Pmc$10.6M602026-06-30
Private Advisor Group, LLC$10.4M9272026-06-30
Cary Street Partners Financial LLC$10.1M02026-06-30
Integrated Wealth Concepts LLC$9.8M4802026-06-30
Cetera Investment Advisers$9.3M10,3702026-06-30
Trinity Legacy Partners, LLC$9M62026-06-30
Manske Wealth Management$8.1M102026-06-30
Rockefeller Capital Management LP$7.7M3462026-06-30
Prairiewood Wealth Management$7.1M72026-06-30
Bank of Montreal /can$7.1M02026-06-30
Irc Wealth$6.6M72026-06-30
Commonwealth Equity Services, LLC$6.3M2,8632026-06-30
Truist Financial Corp$5.8M02026-06-30
Stifel Financial Corp$5.8M02026-06-30
Banque Transatlantique SA$5.3M02026-06-30
Cordoba Advisory Partners LLC$5M72026-06-30
Plimoth Trust Co LLC$5M02026-06-30
First National Bank & Trust Co of Newtown$4.9M02026-06-30
Noesis Capital Mangement Corp$4.9M72026-06-30
Sound Income Strategies, LLC$4.8M1182026-06-30
Field & Main Bank$4.3M02026-06-30
Focus Partners Wealth$4.2M1,0482026-06-30
Compass Financial Group, Inc. (ohio)$4.2M22026-06-30
Blair William & Co/il$4.1M3292026-06-30
Wealth Enhancement Advisory Services, LLC$3.9M1,0262026-06-30
Quadrature Capital Ltd$3.8M02026-06-30
Geneos Wealth Management, Inc.$3.6M1932026-06-30
Bakeravenue$3.4M352026-06-30
Charles Schwab Trust Co$3.3M02026-06-30
Gotham Asset Management, LLC$3.3M52026-06-30
Transatlantique Private Wealth LLC$3M112025-12-31
First Hawaiian Bank$3M02026-06-30
MML Investors Services, LLC$2.8M5,1202026-06-30
Kcm Investment Advisors LLC$2.6M72026-06-30
Global Retirement Partners LLC$2.4M4912026-06-30
Newsquare Capital, LLC$2.3M62026-06-30
Geowealth Management, LLC$2.2M02026-06-30
Stephens Inc /ar$2.2M2432026-06-30
Kestra Advisory Services, LLC$2.2M1,4792026-06-30
Shepherd Kaplan Krochuk, LLC$2.1M22026-06-30
World Investment Advisors$2M3592026-06-30
Hbk Sorce Advisory LLC$2M732026-06-30
Brighton Securities Corp.$1.9M222026-06-30
Comerica Bank$1.9M02025-12-31
Guggenheim Capital LLC$1.9M02026-06-30
Albion Financial Group /ut$1.8M02026-06-30
Avantax Planning Partners, Inc.$1.7M102026-06-30
Jones Financial Companies LLLP$1.7M02026-06-30
Newedge Advisors$1.6M6012026-06-30
Orion Porfolio Solutions, LLC$1.6M1992026-06-30
White Pine Capital LLC$1.5M32026-06-30
Steward Partners Investment Advisory, LLC$1.5M4812026-06-30
Tudor Financial, Inc.$1.5M72026-06-30
Fifth Third Bancorp$1.4M02026-06-30
Principal Securities, Inc.$1.3M1,4632026-06-30
Burnham & Co LLC$1.3M22026-06-30
Rfg Advisory, LLC$1.3M1912026-06-30
Wealth Advisory Solutions, LLC$1.3M92026-06-30
Ibex Wealth Advisors, LLC$1.3M82026-06-30
Hightower Advisors, LLC$1.3M1,0462026-06-30
Kg Capital Management$1.3M102026-06-30
CIBC Private Wealth Group LLC$1.2M02025-12-31
Independent Wealth Network Inc.$1.2M342026-06-30
Prudential Financial Inc$1.2M02026-06-30
Cerity Partners LLC$1.2M7772026-06-30
&partners$1.2M5552026-06-30
Creative Planning$1.2M1,1712026-06-30
Massmutual Private Wealth & Trust, Fsb$1.1M02026-06-30
Shulman Demeo Asset Management, LLC$1.1M42026-06-30
Lion Street Advisors, LLC$1.1M02025-09-30
Invesco Ltd.$1.1M02026-06-30
Waverly Advisors, LLC$1M2312026-06-30
Gould Asset Management LLC /ca$1M02026-06-30
Jackson, Grant Investment Advisers, Inc.$1M42026-06-30
The Pines Wealth Management, LLC$937.3K22026-06-30
CIBC Bancorp USA Inc.$926.3K02026-06-30
Alphacore Capital LLC$910.4K692026-06-30
Waterloo Capital, LP$906.6K572026-06-30
Cane Capital Partners, LLC$894.5K42026-06-30
Nicolet Bankshares Inc$888.9K02026-06-30
Shufro Rose & Co LLC$888.7K122026-06-30
Acute Investment Advisory$838.8K42026-06-30
Arax Advisory Partners$825K2322026-06-30
Captrust Financial Advisors$814.4K9622026-06-30
D.A. Davidson & Co.$812.6K6892026-06-30
Susquehanna International Group, LLP$797.7K02026-06-30
Amicus Financial Advisors, LLC$791.7K192026-06-30
CIBC World Market Inc.$772.9K02026-06-30
Independent Financial Group, LLC$767.8K4812026-06-30
Pursuit Wealth Strategies, LLC$746.4K42026-06-30
Beam Wealth Advisors, Inc.$740.7K252026-06-30
McAdam LLC$728.3K1352026-06-30
Cherry Tree Wealth Management, LLC$708.6K92026-03-31
Simon Quick Advisors, LLC$703.9K402026-06-30
Mariner, LLC$691.4K02026-06-30
Stratos Wealth Partners, Ltd.$690.6K3862026-06-30
Aletheian Wealth Advisors LLC$680.3K52026-06-30
Greenup Street Wealth Management LLC$670.7K202026-06-30
Boreal Capital Management LLC$669K312026-06-30
Federation Des Caisses Desjardins Du Quebec$667.1K02026-06-30
New England Private Wealth Advisors LLC$655.4K122026-06-30
Oppenheimer & Co. Inc.$652.8K1,1662026-06-30
Concurrent Investment Advisors, LLC$641.8K3492026-06-30
Brighton Jones LLC$632.8K1592026-06-30
Mercer Global Advisors Inc /adv$625.7K02026-06-30
Wagner Wealth Management, LLC$620K52026-06-30
Lido Advisors, LLC$595.2K3202026-06-30
Sanctuary Advisors, LLC$592K4012026-06-30
1620 Investment Advisors, Inc.$589K42026-06-30
Christensen, King & Associates Investment Services, Inc.$575.3K92026-06-30
Coastwise Capital Group, LLC$572.4K42026-06-30
Rockland Trust Co$533.4K02026-06-30
Private Trust Co NA$526.2K02026-06-30
Point Windward Advisors, Inc.$521.6K62026-06-30
Summit Financial, LLC$515.1K2292026-06-30
Wealthcare Advisory Partners LLC$514.2K1702026-06-30
Prosperity - An Eisneramper Company$511.5K652026-06-30
Sequoia Financial Group, LLC$492.6K2582026-06-30
Crabel Capital Management, LLC$480.6K02026-06-30
Prospera Financial Services, Inc.$478.2K2702026-06-30
Etesian Wealth Advisors, Inc.$474.8K72026-06-30
Optimum Investment Advisors$474K02025-09-30
Lanark Financial, Inc.$473K692026-06-30
Brookstone Capital Management$469.6K3372026-06-30
Fiduciary Advisors, Inc.$457.9K32026-06-30
Insigneo Advisory Services, LLC$455.3K2252026-06-30
B&C Financial Advisors$454.8K92026-06-30
Northwestern Mutual Wealth Management Co$454.2K02026-06-30
Vestgen Advisors, LLC$446.6K582026-06-30
Ff Advisors, LLC$445.2K02026-06-30
Nautilus Advisors LLC$441.5K32026-06-30
Ramiah Investment Group$440.8K02026-06-30
Florida Trust Wealth Management Co$434.4K02026-06-30
Simplicity Wealth, LLC$431.9K02026-06-30
One Capital Management, LLC$424.8K642026-06-30
Kingsview Wealth Management, LLC$423.5K1152026-06-30
Wealthspire Advisors, LLC$421.3K2372026-06-30
Meadowbrook Investment Advisors LLC$409.3K22026-06-30
Gladstone Institutional Advisory LLC$407.7K1082026-06-30
Argus Investors' Counsel, Inc.$399.3K52026-06-30
Everstar Asset Management, LLC$394K102026-06-30
Savant Wealth Management$372.4K4052026-06-30
Journey Strategic Wealth LLC$371.6K02026-03-31
Skyoak Wealth, LLC$366.2K52026-06-30
State Farm Mutual Automobile Insurance Co$363.8K02026-06-30
Cascade Financial Partners, LLC$357.7K72026-06-30
Northstar Advisory Group, LLC$357.3K32026-06-30
Ariadne Wealth Management, LP$349.8K72026-06-30
Principal Financial Group Inc$349.1K02026-06-30
Commerce Bank$348.1K02026-06-30
Alti Global, Inc.$348.1K02026-06-30
Goldman Sachs Group Inc$338.9K02026-06-30
Old National Bancorp /in$325K02026-06-30
Creekside Partners$323.6K22026-06-30
Friedenthal Financial, LLC$315.7K42026-06-30
Portland Financial Advisors Inc$304.3K12026-06-30
Creativeone Wealth, LLC$298.2K2212026-06-30
Wiser Advisor Group LLC$296.6K32026-06-30
Cwm, LLC$291.4K6672026-03-31
Camarda Financial Advisors, LLC$288.5K112026-06-30
Stonex Group Inc.$281.8K02026-06-30
Landaas & Co /wi /adv$281.7K192026-06-30
Sowell Financial Services LLC$279.4K1082026-06-30
Accel Wealth Management$268.4K102026-06-30
Cullen/frost Bankers, Inc.$268.1K02026-06-30
Capital Investment Advisors, LLC$267K592026-06-30
Tompkins Financial Corp$257K02026-06-30
Autumn Glory Partners, LLC$256.1K12026-06-30
Focus Partners Advisor Solutions, LLC$256K422026-06-30
Crews Bank & Trust$252.1K02026-06-30
Madison Wealth Partners, Inc$250.1K412026-06-30
Mountain Hill Investment Partners Corp.$248.3K32026-06-30
Keybank National Association/oh$247.2K02026-06-30
Harbour Investments, Inc.$244.8K2472026-06-30
Mutual Advisors, LLC$244.1K1532026-06-30
Wilson & Boucher Capital Management, LLC$243.9K22026-06-30
Baird Financial Group, Inc.$241.2K02026-06-30
Level Four Advisory Services$238.3K1412026-06-30
Kestra Private Wealth Services, LLC$236.7K2062026-06-30
Amplius Wealth Advisors$235.9K112026-06-30
Yale Capital Corp.$235.8K52026-06-30
Gm Advisory Group, LLC$231K02026-03-31
Iht Wealth Management LLC$229K1592026-06-30
Corient Private Wealth LP$225.2K6742026-06-30
Legacy Private Trust Co.$224.4K02026-06-30
Hilton Capital Management, LLC$224.4K72026-06-30
Nations Financial Group Inc, /ia/ /adv$223.3K02026-06-30
Ameritas Advisory Services, LLC$221.5K5502026-06-30
Venture Visionary Partners LLC$220.7K312026-06-30
Founders Capital Management$220.5K02026-06-30
American Trust$219.8K02026-06-30
Valeo Financial Advisors, LLC$217.8K1082026-06-30
Wcg Wealth Advisors LLC$214.8K1302026-06-30
Farrell Financial$214.6K32026-06-30
Apella Capital, LLC$211.8K1042026-06-30
North Dallas Bank & Trust Co$208.7K02026-06-30
Marshall Financial Group, LLC$206.4K142026-06-30
Friday Financial$205.9K312026-06-30
Stone Summit Wealth LLC$204.9K32026-06-30
Farther Finance Advisors, LLC$202K3342026-06-30
Stratos Wealth Advisors, LLC$201.7K712026-06-30
Transcend Capital Advisors, LLC$199K02026-06-30
Patriot Investment Management Group, Inc.$198.8K152026-06-30
Arkadios Wealth Advisors$198.3K2262026-06-30
Koshinski Asset Management, Inc.$197.6K692026-06-30
Rda Financial Network$195.4K162026-06-30
Vident Advisory, LLC$193.3K62026-06-30
Eclectic Associates Inc /adv$187.3K112026-06-30
Balanced Wealth Group LLC$187.2K52026-06-30
Gries Financial LLC$185.5K02025-09-30
Purus Wealth Management, LLC$182.5K62026-06-30
Envestnet Portfolio Solutions, Inc.$181.6K32026-06-30
Sigma Planning Corp$180.3K4742026-06-30
Ausdal Financial Partners, Inc.$180.3K1892026-06-30
Madrona Financial Services, LLC$175.5K102026-06-30
Orcam Financial Group, LLC$168K12026-06-30
Coastal Bridge Advisors, LLC$166.6K392026-06-30
Tru Independence Asset Management 2, LLC$164.8K42026-06-30
Coordinated Financial Services, Inc.$164.6K02026-03-31
Ima Advisory Services, Inc.$164.4K482026-06-30
Genwealth Group, Inc.$163.3K52026-06-30
Weitzel Financial Services, Inc.$161.5K62026-06-30
Adalta Capital Management LLC$158.2K42026-06-30
Hilltop Holdings Inc.$155.4K02026-06-30
Proactive Wealth Strategies, LLC$154.8K52026-06-30
Legacy Financial Independent Advisors LLC$151.1K62026-06-30
Snowden Capital Advisors LLC$150K1222026-06-30
Kovack Advisors, Inc.$147.3K2582026-06-30
Keebeck Wealth Management$147K52026-06-30

The 250 largest of 428 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30