Latest Institutional Purchases of Invesco ETF Tr Ii Pfd ETF (PGX)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Pfd ETF (PGX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Cane Capital Partners, LLC
St Francisville, LA |
BUY
|
- |
85.7KNew |
$973K - $1.01M
|
85.7K
$974K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
32.4K+ 7.51% |
$368K - $380K
|
463K
$5.26M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
32.3K+ 6.35% |
$366K - $379K
|
541K
$6.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
21.2K+ 845.97% |
$241K - $249K
|
23.7K
$269K
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
15.2K+ 6.13% |
$172K - $178K
|
263K
$2.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
13.2K+ 42.08% |
$150K - $155K
|
44.6K
$507K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.8K+ 156.7% |
$122K - $127K
|
17.7K
$201K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
10.7K+ 13.27% |
$121K - $126K
|
91.3K
$1.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.2K+ 14.64% |
$115K - $119K
|
79.5K
$903K
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
8.02K+ 24.87% |
$91K - $94.2K
|
40.3K
$457K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7KNew |
$79.5K - $82.2K
|
7K
$79.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
6.57K+ 51.12% |
$74.6K - $77.2K
|
19.4K
$221K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.15K+ 146.75% |
$69.8K - $72.2K
|
10.3K
$117K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
2.8KNew |
$31.8K - $32.9K
|
2.8K
$31.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.22K+ 6.22% |
$25.2K - $26.1K
|
37.9K
$431K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
700New |
$7.95K - $8.22K
|
700
$7.95K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
421+ 34.91% |
$4.78K - $4.94K
|
1.63K
$18.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
290New |
$3.29K - $3.4K
|
290
$3.29K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
198+ 1.08% |
$2.25K - $2.32K
|
18.6K
$211K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
172+ 0.35% |
$1.95K - $2.02K
|
48.8K
$554K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
BUY
|
- |
110+ 3.46% |
$1.25K - $1.29K
|
3.29K
$37.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Joule Financial, LLC
|
BUY
|
- |
90+ 0.73% |
$1.02K - $1.06K
|
12.4K
$141K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
72+ 3.6% |
$817 - $845
|
2.07K
$23.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
71+ 0.28% |
$806 - $834
|
25.5K
$290K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
53New |
$602 - $622
|
53
$602
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
26New |
$295 - $305
|
26
$295
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 1.59% |
$284 - $294
|
1.6K
$18.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
25New |
$284 - $294
|
25
$284
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
10+ 0.72% |
$114 - $117
|
1.4K
$15.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.33M+ 2.06% |
$14.9M - $15.8M
|
66M
$749M
|
|
|
Nov 12, 2025
Q3 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
1.25MNew |
$13.9M - $14.8M
|
1.25M
$14.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03M+ 30.11% |
$11.5M - $12.2M
|
4.44M
$50.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
548KNew |
$6.11M - $6.5M
|
548K
$6.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
429K+ 54.46% |
$4.78M - $5.09M
|
1.22M
$13.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
318KNew |
$3.54M - $3.77M
|
318K
$3.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
306KNew |
$3.41M - $3.64M
|
306K
$3.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
300K+ 51.58% |
$3.34M - $3.56M
|
881K
$10M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
295K+ 56.7% |
$3.28M - $3.5M
|
814K
$9.25M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
201K+ 7.07% |
$2.25M - $2.39M
|
3.05M
$34.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
201K+ 110.0% |
$2.24M - $2.38M
|
383K
$4.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
194K+ 7.18% |
$2.17M - $2.31M
|
2.9M
$33M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
134KNew |
$1.49M - $1.59M
|
134K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
126KNew |
$1.4M - $1.49M
|
126K
$1.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
93.9K+ 6.44% |
$1.05M - $1.11M
|
1.55M
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.9K+ 1.2% |
$1.04M - $1.1M
|
7.84M
$89.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
61.9KNew |
$691K - $735K
|
61.9K
$704K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.9K+ 471.24% |
$657K - $699K
|
71.4K
$811K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
58.2K+ 5.63% |
$649K - $691K
|
1.09M
$12.4M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
57.8KNew |
$644K - $686K
|
57.8K
$656K
|
|