Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.85KNew |
$89.6K - $98.1K
|
7.85K
$91.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.8K+ 28.15% |
$89K - $97.4K
|
35.5K
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
7.68K+ 3.93% |
$87.7K - $96K
|
203K
$2.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.58K+ 3.38% |
$86.5K - $94.7K
|
231K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.94K+ 5.0% |
$79.2K - $86.7K
|
146K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.83K+ 7.91% |
$78K - $85.4K
|
93.2K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.54K+ 2.91% |
$74.7K - $81.8K
|
232K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.54K+ 30.12% |
$74.6K - $81.7K
|
28.2K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.47K+ 5.46% |
$73.9K - $80.9K
|
125K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.84K+ 6.9% |
$66.7K - $73K
|
90.4K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.36K+ 9.69% |
$61.2K - $67K
|
60.7K
$704K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.24K+ 23.34% |
$59.8K - $65.5K
|
27.7K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.55K+ 2.57% |
$52K - $56.9K
|
182K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
4.4K+ 11.67% |
$50.2K - $55K
|
42.1K
$489K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.32KNew |
$49.3K - $54K
|
4.32K
$50.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.23K+ 26.31% |
$48.3K - $52.9K
|
20.3K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.14K+ 0.84% |
$47.2K - $51.7K
|
496K
$5.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.54K+ 1.38% |
$40.5K - $44.3K
|
261K
$3.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.52KNew |
$40.2K - $44K
|
3.52K
$40.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.48K+ 5.81% |
$39.7K - $43.5K
|
63.3K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.28KNew |
$37.5K - $41K
|
3.28K
$38.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
3.08KNew |
$35.2K - $38.5K
|
3.08K
$35.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.06K+ 7.38% |
$34.9K - $38.2K
|
44.5K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3KNew |
$34.3K - $37.5K
|
3K
$34.8K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2.73K+ 3.36% |
$31.1K - $34.1K
|
83.7K
$972K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.71K+ 8.05% |
$30.9K - $33.9K
|
36.4K
$422K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.67K+ 11.83% |
$30.5K - $33.3K
|
25.2K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.58K+ 8.35% |
$29.4K - $32.2K
|
33.4K
$388K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.56K+ 4.87% |
$29.2K - $31.9K
|
55K
$639K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.4K+ 2.85% |
$27.4K - $30K
|
86.6K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.27K+ 6.23% |
$25.9K - $28.4K
|
38.7K
$449K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.21K+ 4.25% |
$25.3K - $27.7K
|
54.3K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.18KNew |
$24.9K - $27.3K
|
2.18K
$25.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.09K+ 299.0% |
$23.9K - $26.2K
|
2.79K
$32.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.98KNew |
$22.6K - $24.7K
|
1.98K
$22.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.97K+ 4.94% |
$22.5K - $24.7K
|
41.9K
$487K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.94KNew |
$22.1K - $24.2K
|
1.94K
$22.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.83K+ 7.42% |
$20.9K - $22.9K
|
26.5K
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.72K+ 2.32% |
$19.7K - $21.5K
|
75.9K
$881K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.67K+ 16.04% |
$19.1K - $20.9K
|
12.1K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.61K+ 7.55% |
$18.3K - $20.1K
|
22.9K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.49K+ 2.87% |
$17K - $18.6K
|
53.3K
$619K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.44K+ 7.02% |
$16.4K - $18K
|
22K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.38K+ 1.31% |
$15.7K - $17.2K
|
106K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.36K+ 52.71% |
$15.5K - $17K
|
3.94K
$45.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.27KNew |
$14.5K - $15.9K
|
1.27K
$14.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.19K+ 42.0% |
$13.6K - $14.9K
|
4.03K
$46.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.11KNew |
$12.7K - $13.9K
|
1.11K
$12.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
868New |
$9.91K - $10.9K
|
868
$10.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
854+ 0.23% |
$9.75K - $10.7K
|
374K
$4.34M
|