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 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
718KNew |
$8.19M - $8.97M
|
718K
$7.85M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
695K+ 818.58% |
$7.94M - $8.69M
|
780K
$8.54M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
609KNew |
$6.96M - $7.62M
|
609K
$6.66M
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
394KNew |
$4.49M - $4.92M
|
394K
$4.31M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
345K+ 4.13% |
$3.94M - $4.31M
|
8.7M
$95.1M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
248KNew |
$2.84M - $3.1M
|
248K
$2.72M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
225K+ 143.74% |
$2.57M - $2.81M
|
381K
$4.17M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
204K+ 81.1% |
$2.32M - $2.54M
|
454K
$4.97M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
186K+ 81.89% |
$2.12M - $2.32M
|
413K
$4.51M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
155K+ 14.98% |
$1.77M - $1.94M
|
1.19M
$13M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
148K+ 11.41% |
$1.69M - $1.85M
|
1.45M
$15.8M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
132KNew |
$1.51M - $1.66M
|
132K
$1.45M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
122K+ 3.27% |
$1.4M - $1.53M
|
3.86M
$42.2M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
120K+ 30.5% |
$1.37M - $1.5M
|
512K
$5.6M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
114K+ 18.32% |
$1.31M - $1.43M
|
739K
$8.09M
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
100KNew |
$1.14M - $1.25M
|
100K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
95.3KNew |
$1.09M - $1.19M
|
95.3K
$1.04M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
90.1K+ 86.98% |
$1.03M - $1.13M
|
194K
$2.12M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
80.4K+ 50.32% |
$919K - $1.01M
|
240K
$2.63M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.8K+ 97.8% |
$842K - $922K
|
149K
$1.63M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
72.7KNew |
$831K - $909K
|
72.7K
$796K
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
64.4K+ 103.06% |
$736K - $806K
|
127K
$1.39M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
59.7KNew |
$682K - $747K
|
59.7K
$653K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52.5K+ 6.29% |
$599K - $656K
|
888K
$9.71M
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
50.3K+ 15.94% |
$574K - $628K
|
366K
$4M
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
47.7K+ 3.84% |
$544K - $596K
|
1.29M
$14.1M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
45.8KNew |
$524K - $573K
|
45.8K
$502K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.4K+ 5.08% |
$507K - $555K
|
919K
$10M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44K+ 10422.99% |
$502K - $550K
|
44.4K
$486K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
39.6KNew |
$452K - $495K
|
39.6K
$433K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
34.1K+ 15146.22% |
$389K - $426K
|
34.3K
$375K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
34K+ 61.79% |
$388K - $425K
|
89.1K
$974K
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
32.7KNew |
$373K - $409K
|
32.7K
$358K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.5K+ 33.8% |
$359K - $393K
|
124K
$1.36M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31.3KNew |
$358K - $391K
|
31.3K
$343K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31K+ 36.98% |
$354K - $388K
|
115K
$1.26M
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
30.3K+ 5.73% |
$346K - $379K
|
559K
$6.12M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
26.3KNew |
$300K - $328K
|
26.3K
$287K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
25.9K+ 4.73% |
$296K - $324K
|
573K
$6.27M
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
25.6KNew |
$292K - $320K
|
25.6K
$280K
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
24.6K+ 30.3% |
$281K - $307K
|
106K
$1.16M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
24.2KNew |
$276K - $302K
|
24.2K
$265K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.5K+ 15.5% |
$268K - $293K
|
175K
$1.91M
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
22.9KNew |
$262K - $286K
|
22.9K
$251K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.1KNew |
$253K - $276K
|
22.1K
$242K
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
21.8K+ 45.95% |
$249K - $272K
|
69.2K
$757K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
20.9K+ 3.24% |
$239K - $262K
|
668K
$7.3M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20.2K+ 50.21% |
$230K - $252K
|
60.3K
$660K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.1K+ 3.61% |
$207K - $227K
|
520K
$5.69M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
17.4K+ 17400.0% |
$199K - $218K
|
17.5K
$191K
|