INVESCO PREFERRED ETF (PGX) Institutional Shareholders
INVESCO PREFERRED ETF (PGX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.99B in PGX holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PGX tracked by InsiderSet, reporting ownership valued at approximately $882.73M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $870.56M, representing an estimated loss of -1.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed PGX value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Wells Fargo & Company/Mn, Bramshill Investments, Llc, and several other long-term asset managers with concentrated positions in INVESCO PREFERRED ETF (PGX).
This page ranks the largest institutional PGX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
410
Total Reported Value
$1.99B
Largest Holder
Bank Of America Corp
Largest Position
$882.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.06% | 81,133,531 | $882,732,817 | $870,562,788 | -$12,170,029 | -1.38% | |
| Wells Fargo & Company/Mn | 0.03% | 15,125,247 | $164,562,684 | $162,293,900 | -$2,268,784 | -1.38% | |
| Bramshill Investments, Llc | 9.63% | 10,278,204 | $111,826,860 | $110,285,129 | -$1,541,731 | -1.38% | |
| Ubs Group Ag | 0.02% | 9,258,895 | $100,736,778 | $99,347,943 | -$1,388,835 | -1.38% | |
| Morgan Stanley | 0.00% | 6,347,751 | $69,063,538 | $68,111,368 | -$952,170 | -1.38% | |
| Lpl Financial Llc | 0.02% | 5,312,734 | $57,802,538 | $57,005,636 | -$796,902 | -1.38% | |
| Ameriprise Financial Inc | 0.01% | 4,131,366 | $45,231,179 | $44,329,557 | -$901,622 | -1.99% | |
| Spectrum Asset Management, Inc. | 84.85% | 3,902,745 | $42,461,870 | $41,876,454 | -$585,416 | -1.38% | |
| Allworth Financial Lp | 0.15% | 3,367,778 | $36,641,420 | $36,136,258 | -$505,162 | -1.38% | |
| Royal Bank Of Canada | 0.01% | 2,956,073 | $32,162,000 | $31,718,663 | -$443,337 | -1.38% | |
| Raymond James Financial Inc | 0.01% | 2,737,072 | $29,779,334 | $29,368,783 | -$410,551 | -1.38% | |
| Clearstead Advisors, Llc | 0.17% | 1,697,789 | $18,471,945 | $18,217,276 | -$254,669 | -1.38% | |
| Checchi Capital Advisers, Llc | 1.04% | 1,389,774 | $15,120,741 | $14,912,275 | -$208,466 | -1.38% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 1,229,982 | $13,382,204 | $13,197,707 | -$184,497 | -1.38% | |
| Stonebridge Advisors Llc | 15.75% | 1,223,779 | $13,314,737 | $13,131,149 | -$183,588 | -1.38% | |
| Huntington National Bank | 0.07% | 1,219,965 | $13,273,214 | $13,090,224 | -$182,990 | -1.38% | |
| Osaic Holdings, Inc. | 0.02% | 1,125,887 | $12,250,322 | $12,080,768 | -$169,554 | -1.38% | |
| Envestnet Asset Management Inc | 0.00% | 976,257 | $10,582,628 | $10,475,238 | -$107,390 | -1.01% | |
| Private Advisor Group, Llc | 0.05% | 961,695 | $10,424,768 | $10,318,987 | -$105,781 | -1.01% | |
| Mai Capital Management | 0.06% | 938,873 | $10,214,935 | $10,074,107 | -$140,828 | -1.38% | |
| Cary Street Partners Financial Llc | 0.22% | 932,608 | $10,109,471 | $10,006,884 | -$102,587 | -1.01% | |
| Trinity Legacy Partners, Llc | 1.80% | 830,570 | $9,028,296 | $8,912,016 | -$116,280 | -1.29% | |
| Rockefeller Capital Management L.P. | 0.01% | 751,277 | $8,173,904 | $8,061,202 | -$112,702 | -1.38% | |
| Manske Wealth Management | 2.02% | 751,282 | $8,143,896 | $8,061,256 | -$82,640 | -1.01% | |
| Bank Of Montreal | 0.00% | 672,722 | $7,319,212 | $7,218,307 | -$100,905 | -1.38% | |
| Prairiewood Capital, Llc | 1.85% | 657,946 | $7,132,135 | $7,059,761 | -$72,374 | -1.01% | |
| Investors Research Corp | 1.18% | 609,077 | $6,602,395 | $6,535,396 | -$66,999 | -1.01% | |
| Commonwealth Equity Services, Llc | 0.01% | 585,174 | $6,343,288 | $6,278,917 | -$64,371 | -1.01% | |
| Stifel Financial Corp | 0.01% | 540,038 | $5,875,532 | $5,794,608 | -$80,924 | -1.38% | |
| Truist Financial Corp | 0.01% | 535,327 | $5,802,948 | $5,744,059 | -$58,889 | -1.01% | |
| First National Bank & Trust Co Of Newtown | 1.24% | 530,142 | $5,767,875 | $5,688,424 | -$79,451 | -1.38% | |
| Creative Planning | 0.00% | 523,278 | $5,693,267 | $5,614,773 | -$78,494 | -1.38% | |
| Banque Transatlantique Sa | 0.11% | 485,094 | $5,258,419 | $5,205,059 | -$53,360 | -1.01% | |
| Mcadam, Llc | 0.24% | 480,087 | $5,223,345 | $5,151,334 | -$72,011 | -1.38% | |
| Cordoba Advisory Partners Llc | 1.07% | 465,571 | $5,046,790 | $4,995,577 | -$51,213 | -1.01% | |
| Plimoth Trust Co Llc | 0.99% | 457,054 | $4,954,466 | $4,904,189 | -$50,277 | -1.01% | |
| Sound Income Strategies, Llc | 0.22% | 443,454 | $4,807,046 | $4,758,261 | -$48,785 | -1.01% | |
| Citadel Advisors Llc | 0.00% | 435,531 | $4,738,577 | $4,673,248 | -$65,329 | -1.38% | |
| Integrated Wealth Concepts Llc | 0.04% | 413,477 | $4,498,632 | $4,436,608 | -$62,024 | -1.38% | |
| Noesis Capital Mangement Corp | 0.65% | 405,487 | $4,411,699 | $4,350,876 | -$60,823 | -1.38% | |
| Field & Main Bank | 1.24% | 393,033 | $4,276,199 | $4,217,244 | -$58,955 | -1.38% | |
| Modern Wealth Management, Llc | 0.07% | 25,268 | $3,974,724 | $271,126 | -$3,703,598 | -93.18% | |
| Focus Partners Wealth | 0.00% | 363,959 | $3,959,875 | $3,905,280 | -$54,595 | -1.38% | |
| Cetera Investment Advisers | 0.00% | 362,745 | $3,946,663 | $3,892,254 | -$54,409 | -1.38% | |
| Compass Financial Group, Inc. (Ohio) | 2.85% | 357,778 | $3,892,628 | $3,838,958 | -$53,670 | -1.38% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 356,176 | $3,864,508 | $3,821,768 | -$42,740 | -1.11% | |
| Blair William & Co/Il | 0.01% | 354,246 | $3,854,196 | $3,801,060 | -$53,136 | -1.38% | |
| Baker Avenue Asset Management, Lp | 0.06% | 313,399 | $3,397,244 | $3,362,771 | -$34,473 | -1.01% | |
| Geneos Wealth Management Inc. | 0.08% | 310,360 | $3,376,717 | $3,330,163 | -$46,554 | -1.38% | |
| Charles Schwab Trust Co | 0.19% | 307,033 | $3,328,238 | $3,294,464 | -$33,774 | -1.01% |
Frequently asked questions about PGX
Who owns the most PGX stock?
The largest holders of PGX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO PREFERRED ETF (PGX).
Is PGX widely held by superinvestors?
Many widely followed stocks like PGX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PGX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.