증권 기록 · 과거 분기 (아카이브)
PGX
Invesco Preferred ETF · Financial Services · Asset Management - Bonds
57추적 보유자
+1Δ 보유자
140.99M보유 주식 수
$1.58B보고 가치
+1신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +1.8% ·
주식 흐름 -3.4% ·
순 신규 포지션 +1.8%
— 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 55 | +1 | 148.35M | $1.61B | +5 | −4 |
| Q1 2026 | 55 | -3 | 142.34M | $1.55B | +3 | −6 |
| Q4 2025 | 57 | +1 | 140.99M | $1.58B | +1 | — |
| Q3 2025 | 6 | 0 | 17.87M | $207.29M | +1 | −1 |
| Q2 2025 | 3 | 0 | 1.63M | $18.19M | +1 | −1 |
| Q1 2025 | 2 | -1 | 138.41K | $1.55M | +1 | −2 |
| Q4 2024 | 3 | -1 | 1.03M | $11.89M | — | −1 |
| Q3 2024 | 4 | -1 | 1.10M | $13.54M | — | −1 |
| Q2 2024 | 5 | — | 1.34M | $15.42M | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 78.45M | — | $881.77M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 78.45M | — | $881.77M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 78.45M | — | $881.77M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 78.45M | — | $881.77M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 78.45M | — | $881.77M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 78.45M | — | $881.77M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 15.37M | — | $172.81M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 15.37M | — | $172.81M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 15.37M | — | $172.81M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 15.37M | — | $172.81M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 7.27M | -7.3% | $81.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 7.27M | -7.3% | $81.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 7.27M | -7.3% | $81.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 5.73M | — | $64.36M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 5.35M | — | $60.08M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 5.35M | — | $60.08M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 5.35M | — | $60.08M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 5.31M | -40.2% | $59.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 5.31M | -40.2% | $59.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 5.31M | -40.2% | $59.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 5.31M | -40.2% | $59.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 4.14M | — | $46.51M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 4.14M | — | $46.51M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 4.14M | — | $46.51M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 3.72M | — | $41.84M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 3.72M | — | $41.84M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 3.72M | — | $41.84M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 3.72M | — | $41.84M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 3.72M | — | $41.84M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 3.72M | — | $41.84M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 3.72M | — | $41.84M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 3.72M | — | $41.84M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Raymond James Financial Inc | 2.71M | — | $30.47M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Raymond James Financial Inc | 2.71M | — | $30.47M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Raymond James Financial Inc | 2.71M | — | $30.47M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | First Trust Advisors Lp | 1.97M | — | $22.10M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 1.35M | — | $15.17M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 1.35M | — | $15.17M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 1.35M | — | $15.17M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Commonwealth Equity Services, Llc | 1.24M | — | $13.89M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 776.03K | — | $8.72M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 776.03K | — | $8.72M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 776.03K | — | $8.72M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 776.03K | — | $8.72M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 776.03K | — | $8.72M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 758.06K | — | $8.52M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 758.06K | — | $8.52M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Envestnet Asset Management Inc | 604.25K | — | $6.79M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Principal Financial Group Inc | 570.70K | — | $6.41M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Stifel Financial Corp | 564.54K | — | $6.35M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Stifel Financial Corp | 564.54K | — | $6.35M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Stifel Financial Corp | 564.54K | — | $6.35M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Truist Financial Corp | 519.68K | — | $5.84M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Truist Financial Corp | 519.68K | — | $5.84M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Creative Planning | 516.96K | — | $5.81M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Wealth Enhancement Advisory… | 443.27K | — | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Focus Partners Wealth | 385.16K | — | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Cetera Investment Advisers | 383.14K | — | $4.31M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Blair William & Co/Il | 348.98K | — | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Prudential Financial Inc | 219.09K | — | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Mml Investors Services, Llc | 215.75K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Susquehanna International Group, Llp | 214.80K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Susquehanna International Group, Llp | 214.80K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | UBS AM, a distinct business unit of… | 204.35K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Gotham Asset Management ✦ | 181.65K | +48.7% | $2.04M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 66 | Baird Financial Group, Inc. | 168.30K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Jones Financial Companies Lllp | 163.94K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Cerity Partners LLC | 129.82K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Cerity Partners LLC | 129.82K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | HighTower Advisors, LLC | 119.99K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Mariner, LLC | 106.65K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Mariner, LLC | 106.65K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Invesco Ltd. | 106.05K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Renaissance Technologies ✦ | 96.60K | 신규 | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 75 | Mercer Global Advisors Inc /Adv | 84.10K | — | $945,327 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Captrust Financial Advisors | 71.22K | — | $800,534 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Cibc World Market Inc. | 65.58K | — | $737,097 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Lido Advisors, LLC | 61.26K | — | $710,588 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Corient Private Wealth LP | 54.30K | — | $610,388 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Corient Private Wealth LP | 54.30K | — | $610,388 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Mirae Asset Global Investments Co.… | 45.00K | — | $505,800 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Northwestern Mutual Wealth… | 37.86K | — | $425,532 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | State Farm Mutual Automobile… | 31.11K | — | $349,688 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Bank Julius Baer & Co. Ltd, Zurich | 29.25K | — | $328,770 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Goldman Sachs Group ✦ | 27.95K | -97.3% | $314,180 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Jane Street Group, Llc | 19.35K | — | $217,494 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Cwm, Llc | 16.10K | — | $181,000 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Financial Engines Advisors L.L.C. | 14.18K | — | $159,361 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Pnc Financial Services Group, Inc. | 11.88K | — | $133,588 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 11.88K | — | $133,588 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Pnc Financial Services Group, Inc. | 11.88K | — | $133,588 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Brown Advisory Inc | 11.46K | — | $128,810 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Us Bancorp \De\ | 8.24K | — | $92,606 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Us Bancorp \De\ | 8.24K | — | $92,606 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Us Bancorp \De\ | 8.24K | — | $92,606 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Fidelity (FMR) ✦ | 2.85K | -67.8% | $31,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Deutsche Bank Ag\ | 1.57K | — | $17,647 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Fifth Third Bancorp | 570 | — | $6,407 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Barclays Plc | 410 | — | $4,608 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Assetmark, Inc | 3 | — | $34 | 0.0% | n/c | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Renaissance Technologies | $1.09M | 0.0% |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 415 보유 기관, 187.11M 주식, $1.98B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
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