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PGX
Invesco Preferred ETF · Financial Services · Asset Management - Bonds
55Takip edilen yatırımcılar
-3Δ sahipler
142.34MTutulan hisseler
$1.55BRaporlanan değer
+3Yeni pozisyonlar
−6Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -5.2% ·
pay akışı +0.9% ·
net yeni pozisyonlar -5.5%
· formül
Yoğunlaşmış birikim: daha az hissedar arasında artan hisseler
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 |
Kimler elinde bulunduruyor · Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 | Yeni | $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 | Yeni | $1,000 | 0.0% | New | 1 | SEC ↗ |
| 54 | Assetmark, Inc | 3 | 0.0% | $33 | 0.0% | Held | 2 | SEC ↗ |
| 55 | BlackRock ✦ (pasif) | 1 | 0.0% | $10 | 0.0% | Held | 3 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| Citadel Advisors | $4.74M | 0.0% |
| Hrt Financial Lp | $384,000 | 0.0% |
| Simplex Trading, Llc | $1,000 | 0.0% |
Çıkıldı
| First Trust Advisors Lp | $22.10M | idi 0.0% |
| Renaissance Technologies | $1.09M | idi 0.0% |
| Mirae Asset Global… | $505,800 | idi 0.0% |
| Financial Engines Advisors… | $159,361 | idi 0.0% |
| Brown Advisory Inc | $128,810 | idi 0.0% |
| Barclays Plc | $4,608 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 415 sahipler, 187.11M hisseler, $1.98B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q1 2026 ·
Metodoloji ·
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