INVESCO EXCH TRADED FD TR II

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PGX·46138E511·US·preferred·Unknown - Unknown

PFD ETF

PGX (INVESCO EXCH TRADED FD TR II) is held by 89 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($882.7M), WELLS FARGO & COMPANY/MN ($164.6M), UBS Group AG ($100.7M). Net institutional sentiment: Mixed.

89

Holders

Avg rating(16 Elite)

$1.6B

Total Value

44% (96)

Fund Consensus

39 buying - 50 selling

Smart Money Verdict

View all

46Weak MomentumSingle Source

Institutional (13F)46

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how PGX's score breaks down across 4 SEC sources

Holder Quality

16

★★★★★

Elite

39

★★★★

Strong

28

★★★

Solid

11

★★

Below

2

★

Weak

Held by 89 funds

16 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (89)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	81.1M(+3.4%)	$882.7M	0.1%	+1.71%	33
WELLS FARGO & COMPANY/MN	Decreased	15.1M(-1.6%)	$164.6M	0.0%	+13.92%	0
UBS Group AG	Increased	9.3M(+73.2%)	$100.7M	0.0%	+1.02%	45
MORGAN STANLEY	Decreased	6.3M(-12.7%)	$69.1M	0.0%	+4.82%	0
LPL Financial LLC	Decreased	5.3M(-7.2%)	$57.8M	0.0%	+8.45%	0
AMERIPRISE FINANCIAL INC	Decreased	4.1M(-0.2%)	$45.2M	0.0%	+8.97%	0
JPMORGAN CHASE & CO	Decreased	4.1M(-23.5%)	$44.2M	0.0%	+1.67%	0
Allworth Financial LP	Increased	3.4M(+5.4%)	$36.6M	0.1%	+4.47%	37
ROYAL BANK OF CANADA	Decreased	3M(-20.6%)	$32.2M	0.0%	+1.83%	0
RAYMOND JAMES FINANCIAL INC	Increased	2.7M(+1.0%)	$29.8M	0.0%	+2.14%	29
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	1.2M(+501.9%)	$13.4M	0.0%	-2.42%	45
HUNTINGTON NATIONAL BANK	Decreased	1.2M(-4.7%)	$13.3M	0.1%	+1.76%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.1M(-8.4%)	$12.3M	0.0%	+5.37%	0
OSAIC HOLDINGS, INC.	Decreased	1.1M(-16.6%)	$12.3M	0.0%	+8.39%	0
Private Advisor Group, LLC	Increased	954,689(+0.2%)	$10.4M	0.0%	+6.42%	28
MAI Capital Management	Increased	938,873(+2.1%)	$10.2M	0.1%	+1.99%	28
Rockefeller Capital Management L.P.	Decreased	751,277(-0.9%)	$8.2M	0.0%	+2.08%	0
BANK OF MONTREAL /CAN/	Decreased	672,722(-13.3%)	$7.3M	0.0%	+2.60%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	663,212(+9.8%)	$7.2M	0.0%	+7.08%	30
STIFEL FINANCIAL CORP	Decreased	540,038(-4.3%)	$5.9M	0.0%	+3.99%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer