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 |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62K+ 12.7% |
$696K - $732K
|
550K
$6.02M
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
48K+ 12.12% |
$538K - $566K
|
444K
$4.86M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
35.2K+ 110046.88% |
$395K - $416K
|
35.2K
$386K
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
27.4K+ 12.33% |
$308K - $323K
|
250K
$2.73M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
27.3K+ 32.6% |
$306K - $322K
|
111K
$1.21M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.3K+ 1730.74% |
$284K - $299K
|
26.8K
$293K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.8KNew |
$267K - $281K
|
23.8K
$260K
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
22.4KNew |
$251K - $264K
|
22.4K
$245K
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
21.5KNew |
$241K - $253K
|
21.5K
$235K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.4K+ 68.71% |
$218K - $229K
|
47.6K
$521K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18.2K+ 42.67% |
$204K - $215K
|
60.8K
$665K
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
14.8KNew |
$166K - $175K
|
14.8K
$162K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13.9K+ 3.06% |
$156K - $164K
|
467K
$5.1M
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.83K+ 16.14% |
$99.1K - $104K
|
63.5K
$695K
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.39K+ 11.17% |
$38K - $40K
|
33.7K
$369K
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
2.2K+ 7.86% |
$24.6K - $25.9K
|
30.1K
$330K
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.81K+ 1.33% |
$20.3K - $21.3K
|
138K
$1.51M
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.53K+ 2.41% |
$17.1K - $18K
|
64.8K
$709K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.43K+ 4.48% |
$16.1K - $16.9K
|
33.4K
$365K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.1K+ 52.83% |
$12.4K - $13K
|
3.19K
$34.9K
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.08K+ 2.57% |
$12.1K - $12.7K
|
43.2K
$472K
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.07K+ 3.41% |
$12K - $12.6K
|
32.3K
$354K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
889+ 1.27% |
$9.97K - $10.5K
|
70.7K
$774K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
873+ 2.17% |
$9.8K - $10.3K
|
41K
$449K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
668+ 4.04% |
$7.49K - $7.88K
|
17.2K
$188K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
625+ 9.06% |
$7.01K - $7.38K
|
7.53K
$82.3K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
473+ 1.42% |
$5.31K - $5.58K
|
33.9K
$371K
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
330+ 0.74% |
$3.7K - $3.89K
|
44.8K
$490K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
281+ 1.38% |
$3.15K - $3.32K
|
20.6K
$225K
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
178+ 0.94% |
$2K - $2.1K
|
19K
$208K
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
175+ 1.21% |
$1.96K - $2.07K
|
14.7K
$160K
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
139+ 1.13% |
$1.56K - $1.64K
|
12.5K
$137K
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
132+ 1.27% |
$1.48K - $1.56K
|
10.5K
$115K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
128+ 0.24% |
$1.44K - $1.51K
|
54.5K
$596K
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
100+ 33.33% |
$1.12K - $1.18K
|
400
$4.38K
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
54+ 0.18% |
$606 - $637
|
30.9K
$338K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 0.59% |
$426 - $448
|
6.5K
$71.1K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 1.49% |
$381 - $401
|
2.31K
$25.3K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
27+ 0.77% |
$303 - $319
|
3.55K
$38.8K
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2+ 0.02% |
$22.4 - $23.6
|
11.1K
$121K
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.61MNew |
$110M - $120M
|
9.61M
$105M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.21M+ 14.86% |
$93.7M - $103M
|
63.4M
$694M
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5M+ 2643140.25% |
$57M - $62.4M
|
5M
$54.7M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.56MNew |
$29.3M - $32M
|
2.56M
$28M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.36M+ 131.86% |
$26.9M - $29.5M
|
4.15M
$45.4M
|
|
Jan 31, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.27M+ 64.66% |
$25.9M - $28.3M
|
5.77M
$63.1M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.9M+ 14.81% |
$21.7M - $23.7M
|
14.7M
$161M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.51M+ 31.0% |
$17.3M - $18.9M
|
6.4M
$70M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.4M+ 9.51% |
$16M - $17.5M
|
16.1M
$176M
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.29M+ 11686.27% |
$14.8M - $16.2M
|
1.3M
$14.3M
|