Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.04K- 4.64% |
$11.9K - $12.5K
|
21.4K
$247K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.1K- 1.77% |
$12.6K - $13.2K
|
61.1K
$706K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.15K- 4.67% |
$13.2K - $13.8K
|
23.5K
$271K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.16K- 20.13% |
$13.2K - $13.9K
|
4.59K
$53K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.18K- 7.64% |
$13.5K - $14.2K
|
14.3K
$165K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.22K- 5.38% |
$13.9K - $14.6K
|
21.4K
$247K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.22K- 4.72% |
$14K - $14.7K
|
24.7K
$285K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.41K- 51.18% |
$16.1K - $16.9K
|
1.35K
$15.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.53K- 9.85% |
$17.5K - $18.4K
|
14K
$162K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.64K- 4.23% |
$18.8K - $19.7K
|
37.2K
$430K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.68K- 5.39% |
$19.2K - $20.2K
|
29.5K
$341K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.69K- 3.95% |
$19.4K - $20.4K
|
41.2K
$476K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.79K- 5.75% |
$20.5K - $21.5K
|
29.3K
$338K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.84K- 0.67% |
$21K - $22.1K
|
274K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.85K- 11.37% |
$21.1K - $22.2K
|
14.4K
$166K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.86K- 7.64% |
$21.3K - $22.3K
|
22.5K
$260K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.88K- 5.04% |
$21.5K - $22.6K
|
35.5K
$410K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.9K- 20.0% |
$21.7K - $22.8K
|
7.59K
$87.7K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.91K- 54.98% |
$21.8K - $22.9K
|
1.56K
$18K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.94K- 22.87% |
$22.2K - $23.3K
|
6.53K
$75.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.02K- 11.8% |
$23.1K - $24.2K
|
15.1K
$174K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.04K- 10.67% |
$23.4K - $24.5K
|
17.1K
$197K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.08K- 4.76% |
$23.8K - $24.9K
|
41.5K
$480K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-2.26K- 30.2% |
$25.8K - $27.1K
|
5.22K
$60.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.26K- 2.19% |
$25.9K - $27.2K
|
101K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.27K- 13.89% |
$26K - $27.3K
|
14.1K
$163K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2.44K- 40.84% |
$27.9K - $29.3K
|
3.54K
$40.9K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.46K- 8.13% |
$28.2K - $29.6K
|
27.8K
$322K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.51K- 30.9% |
$28.8K - $30.2K
|
5.61K
$64.9K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-2.56K- 3.61% |
$29.3K - $30.7K
|
68.3K
$789K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.65K- 53.49% |
$30.3K - $31.8K
|
2.3K
$26.6K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.73K- 18.24% |
$31.2K - $32.8K
|
12.2K
$141K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2.77K- 13.19% |
$31.7K - $33.3K
|
18.2K
$211K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.78K- 45.68% |
$31.8K - $33.4K
|
3.3K
$38.1K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-2.96K- 19.05% |
$33.9K - $35.5K
|
12.6K
$145K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.97K- 19.51% |
$34.1K - $35.7K
|
12.3K
$142K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-3K- 6.52% |
$34.4K - $36.1K
|
43K
$497K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.07K- 11.55% |
$35.2K - $36.9K
|
23.6K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.16K- 2.3% |
$36.2K - $38K
|
134K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.2K- 28.99% |
$36.6K - $38.4K
|
7.83K
$90.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.25K- 4.68% |
$37.2K - $39.1K
|
66.2K
$766K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.42K- 23.18% |
$39.1K - $41.1K
|
11.3K
$131K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.51K- 1.81% |
$40.1K - $42.1K
|
190K
$2.2M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.55K- 12.24% |
$40.6K - $42.6K
|
25.4K
$294K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-3.74K- 10.2% |
$42.8K - $45K
|
32.9K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.24K- 54.02% |
$48.5K - $51K
|
3.61K
$41.7K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.35K- 2.09% |
$49.8K - $52.3K
|
204K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.56K- 10.75% |
$52.2K - $54.8K
|
37.8K
$437K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.63K- 4.05% |
$53K - $55.7K
|
110K
$1.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.71K- 2.48% |
$53.9K - $56.6K
|
186K
$2.14M
|