Catatan efek
PGX
Invesco Preferred ETF · Financial Services · Asset Management - Bonds
54Pemegang yang dilacak
+1Δ pemegang
148.24MSaham yang dipegang
$1.61BNilai yang dilaporkan
+5Posisi baru
−5Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +1.9% ·
aliran saham +4.2% ·
posisi baru bersih 0.0%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | +1 | 148.24M | $1.61B | +5 | −5 |
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 87.10M | +7.4% | $944.19M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 11.22M | -25.8% | $121.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 3 | UBS Group AG | 9.51M | +2.7% | $103.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | JPMorgan Chase ✦ | 7.08M | +74.3% | $76.96M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 6.22M | -1.9% | $67.47M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 4.96M | -6.6% | $53.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 4.21M | +1.9% | $45.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Raymond James Financial Inc | 2.97M | +8.5% | $32.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 10 | First Trust Advisors Lp | 1.80M | Baru | $19.48M | 0.0% | New | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 1.30M | +15.2% | $14.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | UBS AM, a distinct business unit of… | 1.05M | -14.8% | $11.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 976.26K | +47.2% | $10.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 862.48K | +137.8% | $9.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 711.47K | -5.3% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Bank Of Montreal /Can/ | 653.42K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 17 | Commonwealth Equity Services, Llc | 585.17K | -48.3% | $6.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 535.33K | -0.4% | $5.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Stifel Financial Corp | 534.77K | -1.0% | $5.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Focus Partners Wealth | 384.35K | +5.6% | $4.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Blair William & Co/Il | 382.75K | +8.1% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 356.18K | -5.2% | $3.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 305.69K | +3.0% | $3.31M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 260.06K | +39.5% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 154.62K | -1.8% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 125.85K | -13.9% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Prudential Financial Inc | 113.96K | +0.4% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cerity Partners LLC | 112.06K | -14.2% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 29 | Creative Planning | 108.79K | -79.2% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Invesco Ltd. | 97.85K | +0.4% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | CIBC Bancorp USA Inc. | 85.45K | -18.1% | $926,252 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | Captrust Financial Advisors | 75.12K | +9.1% | $814,355 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 73.59K | +90.3% | $797,704 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Cibc World Market Inc. | 71.30K | +1.0% | $772,903 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mariner, LLC | 63.78K | -41.0% | $691,368 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 57.72K | +2.9% | $625,662 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Lido Advisors, LLC | 54.91K | -8.9% | $595,216 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 41.90K | -1.0% | $454,194 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | State Farm Mutual Automobile… | 33.56K | +1.5% | $363,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Principal Financial Group Inc | 32.20K | -65.9% | $349,059 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 31.27K | +27.6% | $338,923 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Hrt Financial Lp | 28.51K | -19.3% | $309,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 22.25K | -1.1% | $241,157 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Corient Private Wealth LP | 20.77K | -19.8% | $225,183 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 13.32K | Baru | $144,421 | 0.0% | New | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 12.35K | +6.8% | $133,832 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | Fidelity (FMR) ✦ | 3.95K | +253.3% | $42,820 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 48 | Deutsche Bank Ag\ | 1.57K | 0.0% | $17,019 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Us Bancorp \De\ | 1.35K | -52.8% | $14,634 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 8 | Baru | $92 | 0.0% | New | 1 | SEC ↗ |
| 51 | Assetmark, Inc | 3 | 0.0% | $33 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Citigroup Inc | 2 | Baru | $22 | 0.0% | New | 1 | SEC ↗ |
| 53 | Allspring Global Investments… | 2 | Baru | $19 | 0.0% | New | 1 | SEC ↗ |
| 54 | BlackRock ✦ (pasif) | 1 | 0.0% | $10 | 0.0% | Held | 4 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| First Trust Advisors Lp | $19.48M | 0.0% |
| Quantinno Capital Management… | $144,421 | 0.0% |
| Russell Investments Group… | $92 | 0.0% |
| Citigroup Inc | $22 | 0.0% |
| Allspring Global Investments… | $19 | 0.0% |
Telah keluar
| Citadel Advisors | $4.74M | adalah 0.0% |
| HighTower Advisors, LLC | $1.30M | adalah 0.0% |
| Jane Street Group, Llc | $1.13M | adalah 0.0% |
| Bank Julius Baer & Co. Ltd… | $318,239 | adalah 0.0% |
| Simplex Trading, Llc | $1,000 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 415 pemegang, 187.11M saham, $1.98B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
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