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PGX
Invesco Preferred ETF · Financial Services · Asset Management - Bonds
55الحاملون المتتبعون
-3Δ المساهمون
142.34Mالأسهم المحتفظ بها
$1.55Bالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−6الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -5.2% ·
تدفق الأسهم +0.9% ·
المراكز الجديدة الصافية -5.5%
· الصيغة
تراكم مركّز: أسهم متصاعدة لدى عدد أقل من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 214.64K | $2.15M | n/a | n/a |
| 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 | n/a |
| 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 | n/a | −1 |
| Q3 2024 | 4 | -1 | 1.10M | $13.54M | n/a | −1 |
| Q2 2024 | 5 | n/a | 1.34M | $15.42M | n/a | n/a |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 81.13M | +3.4% | $882.73M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 15.13M | -1.6% | $164.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | UBS Group AG | 9.26M | +73.2% | $100.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Morgan Stanley ✦ | 6.35M | -12.7% | $69.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 5.31M | -7.2% | $57.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 4.13M | -0.2% | $45.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | JPMorgan Chase ✦ | 4.06M | -23.5% | $44.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 2.96M | -20.6% | $32.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 9 | Raymond James Financial Inc | 2.74M | +1.0% | $29.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | UBS AM, a distinct business unit of… | 1.23M | +501.9% | $13.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 1.13M | -8.4% | $12.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 1.13M | -16.6% | $12.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Rockefeller Capital Management L.P. | 751.28K | -0.9% | $8.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Bank Of Montreal /Can/ | 672.72K | -13.3% | $7.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 15 | Envestnet Asset Management Inc | 663.21K | +9.8% | $7.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 540.04K | -4.3% | $5.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 537.44K | +3.4% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Creative Planning | 523.28K | +1.2% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 435.53K | جديد | $4.74M | 0.0% | New | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 375.51K | -15.3% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Focus Partners Wealth | 363.96K | -5.5% | $3.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 362.75K | -5.3% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Blair William & Co/Il | 354.25K | +1.5% | $3.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 296.69K | +63.3% | $3.23M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 186.39K | -13.6% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 157.51K | -3.9% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Fifth Third Bancorp | 146.14K | +25538.8% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cerity Partners LLC | 130.56K | +0.6% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | HighTower Advisors, LLC | 119.28K | -0.6% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Prudential Financial Inc | 113.49K | -48.2% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mariner, LLC | 108.05K | +1.3% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | CIBC Bancorp USA Inc. | 104.37K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Jane Street Group, Llc | 104.20K | +438.5% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Invesco Ltd. | 97.47K | -8.1% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Principal Financial Group Inc | 94.35K | -83.5% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cibc World Market Inc. | 70.61K | +7.7% | $768,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Captrust Financial Advisors | 68.86K | -3.3% | $749,183 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Lido Advisors, LLC | 60.28K | -1.6% | $655,860 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 56.11K | -33.3% | $610,499 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 42.31K | +11.8% | $460,376 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 38.67K | -82.0% | $420,773 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Hrt Financial Lp | 35.31K | جديد | $384,000 | 0.0% | New | 1 | SEC ↗ |
| 43 | State Farm Mutual Automobile… | 33.05K | +6.2% | $359,584 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Bank Julius Baer & Co. Ltd, Zurich | 29.25K | 0.0% | $318,239 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Cwm, Llc | 26.78K | +66.4% | $291,404 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Corient Private Wealth LP | 25.90K | -52.3% | $275,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Goldman Sachs Group ✦ | 24.51K | -12.3% | $266,658 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 22.50K | -86.6% | $244,767 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 11.56K | -2.7% | $125,795 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | Us Bancorp \De\ | 2.86K | -65.3% | $31,128 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | Deutsche Bank Ag\ | 1.57K | 0.0% | $17,082 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 1.12K | -60.7% | $12,166 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | Simplex Trading, Llc | 92 | جديد | $1,000 | 0.0% | New | 1 | SEC ↗ |
| 54 | Assetmark, Inc | 3 | 0.0% | $33 | 0.0% | Held | 2 | SEC ↗ |
| 55 | BlackRock ✦ (سلبي) | 1 | 0.0% | $10 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Citadel Advisors | $4.74M | 0.0% |
| Hrt Financial Lp | $384,000 | 0.0% |
| Simplex Trading, Llc | $1,000 | 0.0% |
تم الخروج
| First Trust Advisors Lp | $22.10M | كان 0.0% |
| Renaissance Technologies | $1.09M | كان 0.0% |
| Mirae Asset Global… | $505,800 | كان 0.0% |
| Financial Engines Advisors… | $159,361 | كان 0.0% |
| Brown Advisory Inc | $128,810 | كان 0.0% |
| Barclays Plc | $4,608 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 415 المالكون, 187.11M الأسهم, $1.98B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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