# INVESCO EXCH TRADED FD TR II (PGX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PGX/

- Reporting holders: 25
- Reported value: $18.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $6.5M | 649,529 | 1.1% | 25 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $4.4M | 439,978 | 0.2% | 32 |
| [BRIGHTON SECURITIES CORP.](https://holderbook.com/funds/14213-brighton-securities-corp/) | $1.8M | 176,812 | 0.7% | 8 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.1M | 111,818 | 0.0% | 28 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $940.3K | 93,378 | 0.2% | 20 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $631.4K | 62,698 | 0.3% | 17 |
| [ARGUS INVESTORS' COUNSEL, INC.](https://holderbook.com/funds/7195-argus-investors-counsel-inc/) | $370.9K | 36,834 | 0.3% | 25 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $368.8K | 36,628 | 0.0% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $281.5K | 27,953 | 0.0% | 16 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $208.4K | 20,700 | 0.0% | 7 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $202.3K | 20,091 | 0.0% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $196.5K | 19,707 | 0.0% | 21 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $193.6K | 19,226 | 0.0% | 2 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $192.3K | 18,923 | 0.0% | 3 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $189.3K | 18,797 | 0.0% | 11 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $123.2K | 12,232 | 0.0% | 2 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $120.1K | 11,925 | 0.0% | 31 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $66.4K | 6,592 | 0.0% | 11 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $56.4K | 5,600 | 0.0% | 19 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $30.2K | 3,000 | 0.0% | 18 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $25.2K | 2,506 | 0.0% | 31 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $15.1K | 1,500 | 0.0% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $9.4K | 933 | 0.0% | 10 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $11 | 1 | 0.0% | 2 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $11 | 1 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 25 | $18.1M |
| Q2 2026 | 414 | $2.3B |
| Q1 2026 | 415 | $2.3B |
| Q4 2025 | 423 | $2.2B |
| Q3 2025 | 403 | $2.0B |
| Q2 2025 | 430 | $2.0B |
| Q1 2025 | 452 | $2.1B |
| Q4 2024 | 474 | $2.4B |
| Q3 2024 | 466 | $2.2B |
| Q2 2024 | 466 | $2.0B |
| Q1 2024 | 490 | $2.3B |
| Q4 2023 | 494 | $2.2B |