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 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-8.3K- 20.35% |
$92.5K - $98.5K
|
32.5K
$369K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.39K- 13.9% |
$93.5K - $99.6K
|
52K
$590K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.66K- 30.12% |
$96.5K - $103K
|
20.1K
$228K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.76K- 18.04% |
$97.6K - $104K
|
39.8K
$452K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.37K- 38.22% |
$104K - $111K
|
15.1K
$172K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-9.66K- 14.64% |
$108K - $115K
|
56.3K
$640K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.99K- 4.64% |
$111K - $119K
|
205K
$2.33M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-10.7K- 1.66% |
$120K - $127K
|
635K
$7.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-11.2K- 32.12% |
$124K - $132K
|
23.6K
$268K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.2K- 3.72% |
$125K - $133K
|
290K
$3.29M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-11.8K- 4.61% |
$132K - $140K
|
244K
$2.77M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12K- 14.21% |
$134K - $143K
|
72.5K
$824K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12.5K- 6.31% |
$139K - $148K
|
185K
$2.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13.7K- 9.04% |
$153K - $163K
|
138K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-13.8K- 10.22% |
$154K - $164K
|
121K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.3K- 1.76% |
$160K - $170K
|
797K
$9.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-14.7K- 58.61% |
$164K - $174K
|
10.4K
$118K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-16.2K- 15.86% |
$181K - $193K
|
86.1K
$979K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.8K- 2.08% |
$187K - $199K
|
789K
$8.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-18.6K- 25.51% |
$207K - $221K
|
54.3K
$617K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-19.7K- 38.76% |
$219K - $233K
|
31.1K
$353K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-20.7K- 56.31% |
$231K - $246K
|
16.1K
$183K
|
|
|
Nov 14, 2025
Q3 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-21.7K- 35.17% |
$242K - $258K
|
40K
$454K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-22.8K- 88.77% |
$254K - $271K
|
2.88K
$32.8K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-25.8K- 17.05% |
$288K - $306K
|
126K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.3K- 5.13% |
$304K - $324K
|
504K
$5.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.4K- 4.35% |
$306K - $325K
|
603K
$6.85M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30.9K- 6.7% |
$345K - $367K
|
431K
$4.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-31.2K- 6.52% |
$348K - $371K
|
448K
$5.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.7K- 1.98% |
$387K - $412K
|
1.72M
$19.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-35.1K- 20.85% |
$391K - $416K
|
133K
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-35.8K- 17.01% |
$399K - $425K
|
175K
$1.99M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-39K- 31.62% |
$435K - $463K
|
84.4K
$958K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-43.8K- 28.67% |
$488K - $520K
|
109K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-44K- 4.65% |
$491K - $522K
|
903K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-52.8K- 28.71% |
$589K - $627K
|
131K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-57.8K- 34.4% |
$644K - $686K
|
110K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-59.3K- 97.16% |
$661K - $704K
|
1.74K
$19.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-68.6K- 6.3% |
$765K - $814K
|
1.02M
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-76.9K- 37.8% |
$858K - $913K
|
127K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-88.6K- 6.33% |
$988K - $1.05M
|
1.31M
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-129K- 22.23% |
$1.44M - $1.53M
|
452K
$5.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-131K- 16.53% |
$1.46M - $1.55M
|
660K
$7.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-148K- 17.63% |
$1.65M - $1.76M
|
692K
$7.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-161K- 92.25% |
$1.8M - $1.92M
|
13.6K
$154K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-198K- 48.88% |
$2.21M - $2.35M
|
207K
$2.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-349K- 5.08% |
$3.89M - $4.14M
|
6.51M
$74M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-394K- 86.82% |
$4.4M - $4.68M
|
59.9K
$680K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-820K- 16.75% |
$9.15M - $9.74M
|
4.08M
$46.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-839K- 5.38% |
$9.35M - $9.95M
|
14.7M
$168M
|
|