Vault-13

INVESCO EXCHANGE TRADED FD T PGF

FINL PFD ETF · ETP · CUSIP 46137V621

148 institutional holders -2 vs Q1 2026
10,411,21310.4m shares reported held*
$142.7mreported value*
15 new 52 added 35 reduced 17 sold out net bought ≈ $3.2m (+238.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $13.71.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 207Q4 22: 226Q1 23: 187Q2 23: 182Q3 23: 184Q4 23: 181Q1 24: 172Q2 24: 178Q3 24: 171Q4 24: 171Q1 25: 164Q2 25: 159Q3 25: 162Q4 25: 157Q1 26: 150Q2 26: 148148Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022207
Q4 2022226
Q1 2023187
Q2 2023182
Q3 2023184
Q4 2023181
Q1 2024172
Q2 2024178
Q3 2024171
Q4 2024171
Q1 2025164
Q2 2025159
Q3 2025162
Q4 2025157
Q1 2026150
Q2 2026148

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 74 bought or addedQ3 24: 70 cut or sold outQ4 24: 70 bought or addedQ4 24: 70 cut or sold outQ4 24Q1 25: 67 bought or addedQ1 25: 73 cut or sold outQ2 25: 63 bought or addedQ2 25: 69 cut or sold outQ2 25Q3 25: 70 bought or addedQ3 25: 60 cut or sold outQ4 25: 58 bought or addedQ4 25: 71 cut or sold outQ4 25Q1 26: 61 bought or addedQ1 26: 62 cut or sold outQ2 26: 67 bought or addedQ2 26: 52 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247470
Q4 20247070
Q1 20256773
Q2 20256369
Q3 20257060
Q4 20255871
Q1 20266162
Q2 20266752

Biggest buyers

MAI Capital Management Added +296,552+296.6k
Signal Advisors Wealth, LLC Added +86,558+86.6k
CITADEL ADVISORS LLC New +61,562+61.6k
WELLS FARGO & COMPANY/MN Added +60,840+60.8k
Cambridge Investment Research Advisors, Inc. Added +60,317+60.3k
Tailwinds Wealth, LLC Added +44,862+44.9k
ROYAL BANK OF CANADA Added +29,762+29.8k
Beacon Pointe Advisors, LLC New +28,991+29.0k
Investors Research Corp Added +26,222+26.2k
North Star Investment Management Corp. Added +20,063+20.1k

Biggest sellers

EVOKE WEALTH, LLC Sold out -301,284-301.3k
ROSENBLUM SILVERMAN SUTTON S F INC /CA Reduced -120,701-120.7k
LPL Financial LLC Reduced -57,018-57.0k
MORGAN STANLEY Reduced -47,444-47.4k
JANE STREET GROUP, LLC Sold out -20,473-20.5k
Private Advisor Group, LLC Reduced -16,483-16.5k
BANK OF AMERICA CORP /DE/ Reduced -15,688-15.7k
Equitable Holdings, Inc. Reduced -15,062-15.1k
Krilogy Financial LLC Sold out -13,640-13.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -12,877-12.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,492,5661.5m $20.5m $20.5m 0.00% Reduced -47.4k -47,444
2 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,344,4541.3m $18.4m $18.4m 0.00% Added +19.5k +19,477
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 720,215720.2k $9.9m $9.9m 0.00% Reduced -15.7k -15,688
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 711,683711.7k $9.8m $9.8m 0.00% Reduced -57.0k -57,018
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 678,599678.6k $9.3m $9.3m 0.00% Added +60.8k +60,840
6 Investors Research Corp 0.93% of their portfolio ATLANTA, GA 378,941378.9k $5.2m $5.2m 0.93% Added +26.2k +26,222
7 North Star Investment Management Corp. 0.25% of their portfolio CHICAGO, IL 338,254338.3k $4.6m $4.6m 0.25% Added +20.1k +20,063
8 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 319,009319.0k $4.4m $4.4m 0.02% Reduced -16.5k -16,483
9 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 312,987313.0k $4.3m $4.3m 0.02% Added +296.6k +296,552
10 Signal Advisors Wealth, LLC 0.22% of their portfolio DETROIT, MI 302,502302.5k $4.1m $4.1m 0.22% Added +86.6k +86,558
11 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 180,630180.6k $2.5m $2.5m 0.00% Added +1.1k +1,058
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 177,969178.0k $2.4m $2.4m 0.00% Added +14.3k +14,279
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 160,130160.1k $2.2m $2.2m 0.00% Added +29.8k +29,762
14 Sterneck Capital Management, LLC 0.90% of their portfolio KANSAS CITY, MO 153,735153.7k $2.1m $2.1m 0.90% Added +9.8k +9,781
15 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 146,840146.8k $2.0m $2.0m 0.00% Added +60.3k +60,317
16 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 139,578139.6k $1.9m $1.9m 0.01% Added +2.5k +2,549
17 Wealth Advisory Solutions, LLC 0.35% of their portfolio ZIONSVILLE, IN 125,664125.7k $1.7m $1.7m 0.35% Added +14.2k +14,202
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 108,751108.8k $1.5m $1.5m 0.00% Reduced -6.7k -6,663
19 Field & Main Bank 0.29% of their portfolio HENDERSON, KY 101,976102.0k $1.4m $1.4m 0.29% Added +5.3k +5,299
20 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 101,330101.3k $1.4m $1.4m 0.02% Reduced -6.0k -5,979
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 98,50398.5k $1.4m $1.4m 0.00% Reduced -4.5k -4,530
22 Lord & Richards Wealth Management, LLC 0.97% of their portfolio HIGHLANDS RANCH, CO 90,36890.4k $1.2m $1.2m 0.97% Added +6.0k +5,995
23 Magnus Financial Group LLC 0.09% of their portfolio NEW YORK, NY 87,69987.7k $1.2m $1.2m 0.09% Added +1.3k +1,294
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 80,04680.0k $1.1m $1.1m 0.00% Reduced -3.7k -3,712
25 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 78,20378.2k $1.1m $1.1m 0.01% Unchanged
26 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 77,00277.0k $1.1m $1.1m 0.00% Added +850 +850
27 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 71,21771.2k $976.4k $976.4k 0.00% Reduced -3.0k -3,004
28 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 70,85870.9k $971.5k $971.5k 0.00% Added +170 +170
29 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 69,90969.9k $958.5k $958.5k 0.00% Added +2.5k +2,482
30 Tailwinds Wealth, LLC 0.54% of their portfolio VADNAIS HEIGHTS, MN 67,10467.1k $920.0k $920.0k 0.54% Added +44.9k +44,862
31 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio ORLANDO, FL 63,48263.5k $872.2k $872.2k 0.05% Reduced -1.9k -1,896
32 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 61,56261.6k $844.0k $844.0k 0.00% New
33 MARIPAU WEALTH MANAGEMENT LLC 0.30% of their portfolio FORT WAYNE, IN 59,86659.9k $829.3k $829.3k 0.30% Added +8.5k +8,462
34 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 53,63353.6k $735.3k $735.3k 0.00% Reduced -15.1k -15,062
35 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 53,55653.6k $734.3k $734.3k 0.00% Reduced -545 -545
36 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 50,69450.7k $695.0k $695.0k 0.00% Added +6.7k +6,695
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 50,21550.2k $688.4k $688.4k 0.00% Added +10.4k +10,399
38 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 42,94442.9k $588.8k $588.8k 0.00% Reduced -412 -412
39 LJI Wealth Management, LLC 0.08% of their portfolio INDIANAPOLIS, IN 41,35341.4k $566.9k $566.9k 0.08% Added +418 +418
40 ROSENBLUM SILVERMAN SUTTON S F INC /CA 0.13% of their portfolio SAN FRANCISCO, CA 40,84540.8k $560.0k $560.0k 0.13% Reduced -120.7k -120,701
41 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 37,31537.3k $511.6k $511.6k 0.00% Added +13.9k +13,885
42 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 34,02534.0k $464.8k $464.8k 0.00% Added +2.5k +2,532
43 Walker Asset Management, LLC 0.23% of their portfolio SPRINGFIELD, MO 33,47033.5k $458.9k $458.9k 0.23% Reduced -3.0k -2,950
44 DEARBORN PARTNERS LLC 0.01% of their portfolio CHICAGO, IL 33,24433.2k $456.6k $456.6k 0.01% Added +16.4k +16,372
45 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 28,99129.0k $397.5k $397.5k 0.00% New
46 CIM, LLC 0.05% of their portfolio ALBANY, NY 28,57428.6k $391.8k $391.8k 0.05% Added +83 +83
47 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 27,97528.0k $383.5k $383.5k 0.00% Added +749 +749
48 Avory & Company, LLC 0.45% of their portfolio MIAMI, FL 26,49226.5k $363.2k $363.2k 0.45% Added +2.8k +2,811
49 CITIZENS FINANCIAL GROUP INC/RI 0.00% of their portfolio PROVIDENCE, RI 26,35026.4k $361.3k $361.3k 0.00% Unchanged
50 Caprock Group, LLC 0.01% of their portfolio BOISE, ID 26,06826.1k $357.4k $357.4k 0.01% Unchanged
51 Leading Edge Financial Planning LLC 0.06% of their portfolio KNOXVILLE, TN 26,01426.0k $356.6k $356.6k 0.06% Added +32 +32
52 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 25,91625.9k $355.3k $355.3k 0.00% Added +698 +698
53 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 25,56325.6k $350.5k $350.5k 0.00% Reduced -178 -178
54 HF Advisory Group, LLC 0.11% of their portfolio Annapolis, MD 25,43825.4k $348.8k $348.8k 0.11% Added +1.6k +1,589
55 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 25,25825.3k $346.0k $346.0k 0.00% Added +2.6k +2,602
56 Accel Wealth Management 0.07% of their portfolio WAVERLY, IA 24,30124.3k $333.2k $333.2k 0.07% Reduced -8.5k -8,461
57 Capital Investment Advisors, LLC 0.00% of their portfolio ATLANTA, GA 23,88823.9k $327.5k $327.5k 0.00% Reduced -2.3k -2,290
58 ProVise Management Group, LLC 0.02% of their portfolio CLEARWATER, FL 22,70222.7k $311.2k $311.2k 0.02% Unchanged
59 Western Financial Corp/CA 0.09% of their portfolio SAN DIEGO, CA 22,08622.1k $302.8k $302.8k 0.09% Added +2.0k +2,016
60 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 22,06122.1k $302.5k $302.5k 0.00% Added +842 +842
61 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 21,35521.4k $292.8k $292.8k 0.00% Reduced -7.5k -7,482
62 Ancora Advisors LLC 0.01% of their portfolio Cleveland, OH 20,00020.0k $274.2k $274.2k 0.01% Unchanged
63 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 19,05119.1k $261.2k $261.2k 0.01% New
64 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 19,04519.0k $261.1k $261.1k 0.00% New
65 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 18,49018.5k $253.5k $253.5k 0.00% Unchanged
66 Wealthcare Advisory Partners LLC 0.00% of their portfolio WEST CHESTER, PA 17,77517.8k $243.7k $243.7k 0.00% Reduced -1.7k -1,742
67 Institute for Wealth Management, LLC. 0.02% of their portfolio DENVER, CO 17,40717.4k $238.7k $238.7k 0.02% Reduced -1.1k -1,140
68 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 17,27517.3k $236.8k $236.8k 0.00% Unchanged
69 Joseph P. Lucia & Associates, LLC 0.07% of their portfolio Yorktown Heights, NY 16,31616.3k $223.7k $223.7k 0.07% Reduced -1.5k -1,530
70 Novak & Powell Financial Services, Inc. 0.11% of their portfolio ST. PETERSBURG, FL 16,27716.3k $223.2k $223.2k 0.11% Reduced -71 -71
71 MCRAE CAPITAL MANAGEMENT INC 0.04% of their portfolio Morristown, NJ 15,93615.9k $218.5k $218.5k 0.04% Reduced -267 -267
72 City Center Advisors, LLC 0.16% of their portfolio TROY, MI 14,39314.4k $197.3k $197.3k 0.16% Added +1.8k +1,761
73 Abbot Financial Management, Inc. 0.07% of their portfolio ANDOVER, MA 13,86113.9k $190.0k $190.0k 0.07% Added +17 +17
74 Advisors Capital Management, LLC 0.00% of their portfolio RIDGEWOOD, NJ 13,75213.8k $188.5k $188.5k 0.00% Added +203 +203
75 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 13,70913.7k $188.0k $188.0k 0.01% Added +7 +7
76 Pinnacle Financial Partners, Inc. 0.00% of their portfolio ATLANTA, GA 13,63013.6k $186.9k $186.9k 0.00% Unchanged
77 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 13,58513.6k $186.2k $186.2k 0.00% Unchanged
78 Keudell/Morrison Wealth Management 0.03% of their portfolio Salem, OR 13,18713.2k $180.8k $180.8k 0.03% Reduced -2.1k -2,091
79 Rehmann Capital Advisory Group 0.01% of their portfolio LANSING, MI 12,77212.8k $175.1k $175.1k 0.01% Unchanged
80 LEIGH BALDWIN & CO., LLC 0.09% of their portfolio CAZENOVIA, NY 12,50012.5k $171.4k $171.4k 0.09% Unchanged
81 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 12,26012.3k $168.1k $168.1k 0.01% New
82 Fort Sheridan Advisors LLC 0.02% of their portfolio HIGHLAND PARK, IL 11,80011.8k $161.8k $161.8k 0.02% Unchanged
83 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 11,72911.7k $160.8k $160.8k 0.00% Reduced -630 -630
84 DT Investment Partners, LLC 0.01% of their portfolio CHADDS FORD, PA 11,45011.4k $157.0k $157.0k 0.01% New
85 Vise Technologies, Inc. 0.00% of their portfolio NEW YORK, NY 11,38711.4k $156.1k $156.1k 0.00% New
86 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 11,36611.4k $155.8k $155.8k 0.00% Reduced -271 -271
87 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 11,34511.3k $155.5k $155.5k 0.00% Added +93 +93
88 GREENLEAF TRUST 0.00% of their portfolio KALAMAZOO, MI 11,33711.3k $155.4k $155.4k 0.00% New
89 Integrated Advisors Network LLC 0.01% of their portfolio DALLAS, TX 11,18611.2k $153.4k $153.4k 0.01% Reduced -1.0k -1,043
90 GILPIN WEALTH MANAGEMENT, LLC 0.10% of their portfolio DENVER, CO 10,02510.0k $137.4k $137.4k 0.10% Reduced -1.0k -1,000
91 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 8,4318.4k $115.6k $115.6k 0.01% Unchanged
92 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 7,7927.8k $106.8k $106.8k 0.00% New
93 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 7,6207.6k $104.5k $104.5k 0.00% Reduced -1.0k -1,045
94 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 7,3717.4k $101.1k $101.1k 0.00% Added +75 +75
95 Cassaday & Co Wealth Management LLC 0.00% of their portfolio MCLEAN, VA 7,2507.2k $99.4k $99.4k 0.00% Unchanged
96 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7,2157.2k $98.9k $98.9k 0.00% Added +389 +389
97 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,4876.5k $88.9k $88.9k 0.00% New
98 Avion Wealth 0.02% of their portfolio THE WOODLANDS, TX 6,3246.3k $86.0k $86.0k 0.02% Unchanged
99 Boreal Capital Management LLC 0.06% of their portfolio MIAMI, FL 5,8475.8k $80.2k $80.2k 0.06% New
100 VISION FINANCIAL MARKETS LLC 0.05% of their portfolio STAMFORD, CT 4,0004.0k $55.0k $55.0k 0.05% Unchanged