SEC 13F Intelligence

PGJINVESCO EXCHANGE TRADED FD T

CUSIP 46137V571 · Yahoo Finance ↗ · Google Finance ↗

Invesco Exchange Traded Fd T (PGJ) has 37 institutional holders in Filings Flow’s 13F database, together reporting 557.7K shares worth $13M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Virtu Financial LLC, and Iht Wealth Management, LLC.

Institutional Holders
37
Q1 2026
Reported Value
$13M
Ticker
PGJ
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 34Q4 ’18Q1 ’19: 39Q2 ’19: 36Q2 ’19Q3 ’19: 36Q2 ’21: 37Q2 ’21Q4 ’21: 40Q4 ’22: 41Q4 ’22Q4 ’25: 37Q1 ’26: 37Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $26MQ4 ’18Q1 ’19: $19MQ2 ’19: $20MQ2 ’19Q3 ’19: $15MQ2 ’21: $17MQ2 ’21Q4 ’21: $27MQ4 ’22: $45MQ4 ’22Q4 ’25: $15MQ1 ’26: $13MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Avestar Capital, LLC$1.6B AUM0.05%$820,83331.8KQ1 2026
Fortis Group Advisors, LLC$605M AUM0.05%$295,29411.1KQ1 2026
IHT Wealth Management, LLC$4.3B AUM0.04%$2M68.3KQ1 2026
Pacific Center for Financial Services$394M AUM0.03%$131,2685.1KQ1 2026
North Capital, Inc.$118M AUM0.03%$34,9931.1KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$546,75719.0KQ4 2025OLDER
MGB Wealth Management, LLC$350M AUM0.01%$41,5001.3KQ3 2025OLDER
Sava Infond d.o.o.$1.4B AUM0.00%$28,8131.0KQ4 2025OLDER
MEITAV INVESTMENT HOUSE LTD$9.1B AUM0.00%$284,8568.6KQ3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$803,10731.1KQ1 2026
Main Street Group, LTD$340M AUM0.00%$9,343362Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$167,0136.5KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$309,20112.0KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M70.2KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$225,1178.7KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$24,415847Q4 2025OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.00%$2,882100Q4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$775,20030.0KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$245,0909.5KQ1 2026
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$14,341555Q1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$829,94432.1KQ1 2026
MAI Capital Management$17.7B AUM0.00%$30,7241.2KQ1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$3,11895Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$6,279243Q1 2026
CITIGROUP INC$234.5B AUM0.00%$290,96211.3KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$508,01515.5KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.00%$30,046905Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$1M49.9KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$755,43229.2KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$53,4582.1KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$402,17915.6KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$269,15510.4KQ1 2026
UBS Group AG$666.3B AUM0.00%$427,98816.6KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$478,47918.5KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$312,0809.4KQ3 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$1,32851Q1 2026
US BANCORP \DE\$82.4B AUM0.00%$25,8401.0KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$59,8662.4KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$4,961192Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$105,0004.0KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$8,529330Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$206,5027.2KQ4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$25,000782Q3 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$1,55060Q1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$4,393170Q1 2026
FMR LLC$1.90T AUM0.00%$62,0912.4KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.00%$2,11982Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.