PGX — Invesco Exch Traded Fd Tr II Institutional Holders · Q3 2026

Name: Who Owns PGX? 26 Institutions Hold $18.1M (Q3 2026)
Creator: ko.io

Who owns Invesco Exch Traded Fd Tr II (PGX)? 26 institutions reported holding $18.08M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Investors Research Corp ($6.5M), Sound Income Strategies, LLC ($4.4M), Brighton Securities Corp. ($1.8M).

Rank	Institution	Value	Shares	Change
1	Investors Research Corp	$6.5M	649,529	Added
2	Sound Income Strategies, LLC	$4.4M	439,978	Trimmed
3	BRIGHTON SECURITIES CORP.	$1.8M	176,812	Added
4	MassMutual Private Wealth & Trust, FSB	$1.1M	111,818	Added
5	Shulman DeMeo Asset Management LLC	$940,317	93,378	Trimmed
6	Aletheian Wealth Advisors LLC	$631,365	62,698	Trimmed
7	ARGUS INVESTORS' COUNSEL, INC.	$370,918	36,834	Hold
8	ROCKLAND TRUST CO	$368,844	36,628	Trimmed
9	Farther Finance Advisors, LLC	$281,486	27,953	Added
10	Legacy Private Trust Co.	$208,449	20,700	Hold
11	Valeo Financial Advisors, LLC	$202,316	20,091	Hold
12	Apella Capital, LLC	$196,476	19,707	Added
13	Venture Visionary Partners LLC	$193,606	19,226	Trimmed
14	Friday Financial	$192,258	18,923	Hold
15	ECLECTIC ASSOCIATES INC /ADV	$189,286	18,797	Added
16	SAPIENT CAPITAL LLC	$123,176	12,232	Hold
17	Weaver Consulting Group	$120,085	11,925	Hold
18	CoreCap Advisors, LLC	$66,381	6,592	Hold
19	Bank of New Hampshire	$56,392	5,600	Trimmed
20	Bangor Savings Bank	$30,210	3,000	Trimmed
21	TOMPKINS FINANCIAL CORP	$25,236	2,506	Trimmed
22	GILPIN WEALTH MANAGEMENT, LLC	$15,105	1,500	Hold
23	GAMMA Investing LLC	$9,395	933	Trimmed
24	ATWOOD & PALMER INC	$11	1	Trimmed
25	ELEVATION WEALTH PARTNERS, LLC	$11	1	Hold

Source: SEC Form 13F filings · as of 2026-09-30