Purchases and Sales Made in Q3 2025 in Invesco ETF Tr Ii Pfd ETF (PGX)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Pfd ETF (PGX) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II PFD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11.1K+ 5.93% |
$123K - $131K
|
197K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11K+ 681.02% |
$122K - $130K
|
12.6K
$143K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.6KNew |
$118K - $125K
|
10.6K
$120K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.79K+ 174.11% |
$109K - $116K
|
15.4K
$175K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.63K+ 9.33% |
$107K - $114K
|
113K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.58K+ 1.1% |
$107K - $114K
|
879K
$9.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.53K+ 19.03% |
$106K - $113K
|
59.6K
$677K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9.43K+ 8.37% |
$105K - $112K
|
122K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.12K+ 7.69% |
$102K - $108K
|
128K
$1.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9.01K+ 12.59% |
$101K - $107K
|
80.6K
$916K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.23K+ 5208.86% |
$91.8K - $97.7K
|
8.39K
$95.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.63K+ 23.01% |
$73.9K - $78.7K
|
35.5K
$403K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
6.57K+ 29.71% |
$73.3K - $78K
|
28.7K
$326K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
6.57KNew |
$73.3K - $78K
|
6.57K
$74.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.57K+ 45.63% |
$73.2K - $77.9K
|
21K
$238K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
6.41K+ 1.41% |
$71.5K - $76.1K
|
460K
$5.22M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.02KNew |
$67.1K - $71.4K
|
6.02K
$68.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.99K+ 10.84% |
$66.8K - $71.1K
|
61.3K
$696K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
5.28K+ 257.76% |
$58.9K - $62.7K
|
7.33K
$83.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.07K+ 14.06% |
$56.6K - $60.2K
|
41.1K
$467K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.63K+ 7.77% |
$51.6K - $55K
|
64.2K
$730K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
4.63K+ 3.24% |
$51.6K - $54.9K
|
147K
$1.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
4.39K+ 9.03% |
$48.9K - $52K
|
53K
$602K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.06K+ 37.71% |
$45.3K - $48.2K
|
14.8K
$169K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.92K+ 17.43% |
$43.7K - $46.5K
|
26.4K
$300K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.68K+ 57.25% |
$41K - $43.6K
|
10.1K
$115K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.54K+ 1.79% |
$39.4K - $42K
|
201K
$2.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.43K+ 753.85% |
$38.2K - $40.7K
|
3.89K
$44.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.28K+ 1.74% |
$36.5K - $38.9K
|
192K
$2.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.92K+ 23.04% |
$32.5K - $34.6K
|
15.6K
$177K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
2.81K+ 1.74% |
$31.3K - $33.3K
|
164K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.75K+ 2.65% |
$30.7K - $32.7K
|
106K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.75K+ 4.85% |
$30.6K - $32.6K
|
59.3K
$674K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.72K+ 1.6% |
$30.3K - $32.2K
|
173K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.52K+ 14.2% |
$28.1K - $29.9K
|
20.3K
$230K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.49K+ 3.53% |
$27.8K - $29.6K
|
73.1K
$830K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2.46KNew |
$27.4K - $29.2K
|
2.46K
$27.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.43K+ 7.66% |
$27.1K - $28.9K
|
34.1K
$388K
|
|
|
Nov 14, 2025
Q3 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.36K+ 9.59% |
$26.3K - $28K
|
26.9K
$306K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.16K+ 3.7% |
$24.1K - $25.6K
|
60.4K
$686K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.1K+ 10.36% |
$23.4K - $24.9K
|
22.3K
$254K
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.93K+ 4.47% |
$21.5K - $22.9K
|
45.1K
$512K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.84KNew |
$20.5K - $21.8K
|
1.84K
$20.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.7K+ 6.11% |
$19K - $20.2K
|
29.5K
$335K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.5K+ 8.42% |
$16.8K - $17.8K
|
19.4K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
1.37K+ 32.49% |
$15.3K - $16.3K
|
5.59K
$63.5K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.28KNew |
$14.2K - $15.1K
|
1.28K
$14.5K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.2KNew |
$13.4K - $14.2K
|
1.2K
$13.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.18K+ 0.71% |
$13.2K - $14K
|
168K
$1.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.13K+ 5376.19% |
$12.6K - $13.4K
|
1.15K
$13.1K
|
|