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PGX
Invesco Preferred ETF · Financial Services · Asset Management - Bonds
55Takip edilen yatırımcılar
+1Δ sahipler
148.35MTutulan hisseler
$1.61BRaporlanan değer
+5Yeni pozisyonlar
−4Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +1.9% ·
pay akışı +4.2% ·
net yeni pozisyonlar +1.8%
— formül
Geniş birikim — daha fazla hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Kimler elinde bulunduruyor · Q2 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 87.10M | +7.4% | $944.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 87.10M | +7.4% | $944.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 87.10M | +7.4% | $944.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 87.10M | +7.4% | $944.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 11.22M | -25.8% | $121.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 11.22M | -25.8% | $121.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 11.22M | -25.8% | $121.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 11.22M | -25.8% | $121.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 9.51M | +2.7% | $103.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 9.51M | +2.7% | $103.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 9.51M | +2.7% | $103.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 7.08M | +74.3% | $76.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 7.08M | +74.3% | $76.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 6.22M | -1.9% | $67.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 6.22M | -1.9% | $67.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | LPL Financial LLC | 4.96M | -6.6% | $53.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 4.21M | +1.9% | $45.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 4.21M | +1.9% | $45.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 4.21M | +1.9% | $45.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 4.21M | +1.9% | $45.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 2.97M | +8.5% | $32.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 2.97M | +8.5% | $32.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 2.97M | +8.5% | $32.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | First Trust Advisors Lp | 1.80M | Yeni | $19.48M | 0.0% | New | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 1.30M | +15.2% | $14.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 1.30M | +15.2% | $14.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 1.30M | +15.2% | $14.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 1.30M | +15.2% | $14.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 1.05M | -14.8% | $11.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 976.26K | +47.2% | $10.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Cetera Investment Advisers | 862.48K | +137.8% | $9.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 711.47K | -5.3% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 711.47K | -5.3% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 711.47K | -5.3% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 653.42K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 653.42K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 653.42K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 653.42K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 653.42K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 653.42K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Commonwealth Equity Services, Llc | 585.17K | -48.3% | $6.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Truist Financial Corp | 535.33K | -0.4% | $5.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Truist Financial Corp | 535.33K | -0.4% | $5.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Stifel Financial Corp | 534.77K | -1.0% | $5.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Focus Partners Wealth | 384.35K | +5.6% | $4.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Blair William & Co/Il | 382.75K | +8.1% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Wealth Enhancement Advisory… | 356.18K | -5.2% | $3.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Gotham Asset Management ✦ | 305.69K | +3.0% | $3.31M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 57 | Mml Investors Services, Llc | 260.06K | +39.5% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Jones Financial Companies Lllp | 154.62K | -1.8% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Fifth Third Bancorp | 125.85K | -13.9% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | HighTower Advisors, LLC | 116.76K | -2.1% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Prudential Financial Inc | 113.96K | +0.4% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Cerity Partners LLC | 112.06K | -14.2% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Cerity Partners LLC | 112.06K | -14.2% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Cerity Partners LLC | 112.06K | -14.2% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Creative Planning | 108.79K | -79.2% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Invesco Ltd. | 97.85K | +0.4% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | CIBC Bancorp USA Inc. | 85.45K | -18.1% | $926,252 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | CIBC Bancorp USA Inc. | 85.45K | -18.1% | $926,252 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Captrust Financial Advisors | 75.12K | +9.1% | $814,355 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Susquehanna International Group, Llp | 73.59K | +90.3% | $797,704 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Susquehanna International Group, Llp | 73.59K | +90.3% | $797,704 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Cibc World Market Inc. | 71.30K | +1.0% | $772,903 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Mariner, LLC | 63.78K | -41.0% | $691,368 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Mercer Global Advisors Inc /Adv | 57.72K | +2.9% | $625,662 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Lido Advisors, LLC | 54.91K | -8.9% | $595,216 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Northwestern Mutual Wealth… | 41.90K | -1.0% | $454,194 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | State Farm Mutual Automobile… | 33.56K | +1.5% | $363,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Principal Financial Group Inc | 32.20K | -65.9% | $349,059 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Goldman Sachs Group ✦ | 31.27K | +27.6% | $338,923 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 80 | Hrt Financial Lp | 28.51K | -19.3% | $309,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Baird Financial Group, Inc. | 22.25K | -1.1% | $241,157 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Corient Private Wealth LP | 20.77K | -19.8% | $225,183 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Quantinno Capital Management LP | 13.32K | Yeni | $144,421 | 0.0% | New | 1 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 12.35K | +6.8% | $133,832 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Pnc Financial Services Group, Inc. | 12.35K | +6.8% | $133,832 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Pnc Financial Services Group, Inc. | 12.35K | +6.8% | $133,832 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Fidelity (FMR) ✦ | 3.95K | +253.3% | $42,820 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 88 | Deutsche Bank Ag\ | 1.57K | 0.0% | $17,019 | 0.0% | Held | 3 | SEC ↗ |
| 89 | Us Bancorp \De\ | 1.35K | -52.8% | $14,634 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Russell Investments Group, Ltd. | 8 | Yeni | $92 | 0.0% | New | 1 | SEC ↗ |
| 91 | Assetmark, Inc | 3 | 0.0% | $33 | 0.0% | Held | 3 | SEC ↗ |
| 92 | Citigroup Inc | 2 | Yeni | $22 | 0.0% | New | 1 | SEC ↗ |
| 93 | Allspring Global Investments… | 2 | Yeni | $19 | 0.0% | New | 1 | SEC ↗ |
| 94 | BlackRock ✦ (pasif) | 1 | 0.0% | $10 | 0.0% | Held | 4 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| 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% |
Çıkıldı
| Citadel Advisors | $4.74M | idi 0.0% |
| Jane Street Group, Llc | $1.13M | idi 0.0% |
| Bank Julius Baer & Co. Ltd… | $318,239 | idi 0.0% |
| Simplex Trading, Llc | $1,000 | 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 yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, 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: Q2 2026 ·
Metodoloji ·
Bunu API aracılığıyla edinin