Who Owns Invesco Preferred ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Invesco Preferred ETF.
Who crossed 5% of PGX →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Investors Research CorpPFD ETF649.5K shadded | $6.5M |
| Sound Income Strategies, LLCPFD ETF440K shtrimmed | $4.4M |
| BRIGHTON SECURITIES CORP.Fund176.8K shadded | $1.8M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund111.8K shadded | $1.1M |
| Shulman DeMeo Asset Management LLCPFD ETF93.4K shtrimmed | $940.3K |
| Aletheian Wealth Advisors LLCPFD ETF62.7K shtrimmed | $631.4K |
| ARGUS INVESTORS' COUNSEL, INC.COM36.8K shheld | $370.9K |
| ROCKLAND TRUST COPFD ETF36.6K shtrimmed | $368.8K |
| Farther Finance Advisors, LLCETF28K shadded | $281.5K |
| Legacy Private Trust Co.PFD ETF20.7K shheld | $208.4K |
| Valeo Financial Advisors, LLCETF20.1K shheld | $202.3K |
| Apella Capital, LLCPFD ETF19.7K shadded | $196.5K |
| Venture Visionary Partners LLCPFD ETF19.2K shtrimmed | $193.6K |
| Friday FinancialPFD ETF18.9K shheld | $192.3K |
| ECLECTIC ASSOCIATES INC /ADVPFD ETF18.8K shadded | $189.3K |
| SAPIENT CAPITAL LLCPFD ETF12.2K shheld | $123.2K |
| Weaver Consulting GroupPFD ETF11.9K shheld | $120.1K |
| CoreCap Advisors, LLCETF6.6K shheld | $66.4K |
| Bank of New HampshirePFD ETF5.6K shtrimmed | $56.4K |
| Bangor Savings BankPFD ETF3K shtrimmed | $30.2K |
| TOMPKINS FINANCIAL CORPPFD ETF2.5K shtrimmed | $25.2K |
| GILPIN WEALTH MANAGEMENT, LLCPFD ETF1.5K shheld | $15.1K |
| GAMMA Investing LLCETF933 shtrimmed | $9.4K |
| ATWOOD & PALMER INCCOM1 shtrimmed | $11 |
| ELEVATION WEALTH PARTNERS, LLCPFD ETF1 shheld | $11 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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