INVESCO EXCH TRADED FD TR II

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PGX·46138E511·US·Preferred Stock·Unknown - Unknown

PGX (INVESCO EXCH TRADED FD TR II) is held by 89 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($944.2M), WELLS FARGO & COMPANY/MN ($121.7M), UBS Group AG ($103M). Net institutional sentiment: Mixed.

89

Holders

(13 Elite)

$1.8B

Total Value

46% (90)

Consensus

41 buying - 49 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)51

Insider (Form 4)69

Activist (13D/13G)37

Congressional (STOCK Act)33

Holder Quality

88

★★★★★

Elite

86

★★★★

Strong

16

★★★

Solid

54

★★

Below

23

★

Weak

Held by 89 funds

13 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PGX.

Top Holders

Top Holders (89)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	87.1M(+7.4%)	$944.2M	0.1%	+0.42%	34
WELLS FARGO & COMPANY/MN	Decreased	11.2M(-25.8%)	$121.7M	0.0%	+12.79%	0
UBS Group AG	Increased	9.5M(+2.7%)	$103M	0.0%	+1.27%	31
JPMORGAN CHASE & CO	Increased	7.1M(+74.3%)	$77M	0.0%	-1.49%	45
Centiva Capital, LP	New	6.9M	$74.9M	0.7%	-1.56%	58
MORGAN STANLEY	Decreased	6.2M(-1.9%)	$67.5M	0.0%	+3.79%	0
LPL Financial LLC	Decreased	5M(-6.6%)	$53.8M	0.0%	+7.00%	0
AMERIPRISE FINANCIAL INC	Increased	4.2M(+1.9%)	$45.8M	0.0%	+7.59%	30
Allworth Financial LP	Increased	3.4M(+2.1%)	$37.3M	0.2%	+3.54%	35
RAYMOND JAMES FINANCIAL INC	Increased	3M(+8.5%)	$32.2M	0.0%	+0.73%	31
ROYAL BANK OF CANADA	Decreased	2.8M(-4.3%)	$30.7M	0.0%	+0.97%	0
FIRST TRUST ADVISORS LP	New	1.8M	$19.5M	0.0%	-1.56%	39
OSAIC HOLDINGS, INC.	Increased	1.3M(+15.2%)	$14.1M	0.0%	+5.80%	32
HUNTINGTON NATIONAL BANK	Decreased	1.2M(-3.7%)	$12.7M	0.1%	+0.85%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	1M(-14.8%)	$11.4M	0.0%	-0.79%	0
MAI Capital Management	Increased	978,076(+4.2%)	$10.6M	0.0%	+0.70%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	976,257(+47.2%)	$10.6M	0.0%	+3.32%	38
Private Advisor Group, LLC	Increased	961,695(+0.7%)	$10.4M	0.0%	+4.94%	28
IWIntegrated Wealth Concepts LLC	Increased	901,059(+117.9%)	$9.8M	0.0%	+2.00%	45
Cetera Investment Advisers	Increased	862,477(+137.8%)	$9.3M	0.0%	+0.59%	45

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PGXINVESCO EXCH TRADED FD TR II

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer