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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-4.84K- 14.3% |
$55.4K - $58.1K
|
29K
$337K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-5K- 6.44% |
$57.2K - $60.1K
|
72.6K
$845K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-5.04K- 0.75% |
$57.7K - $60.6K
|
666K
$7.75M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-5.19K- 10.68% |
$59.4K - $62.3K
|
43.4K
$505K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-5.43K- 3.32% |
$62.1K - $65.2K
|
158K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.44K- 0.94% |
$62.3K - $65.4K
|
572K
$6.66M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-5.79K- 6.62% |
$66.3K - $69.6K
|
81.7K
$950K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.82K- 30.08% |
$66.6K - $69.9K
|
13.5K
$157K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-5.97K- 18.97% |
$68.3K - $71.7K
|
25.5K
$296K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-6K- 16.37% |
$68.7K - $72.1K
|
30.7K
$356K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.03K- 37.53% |
$69K - $72.4K
|
10K
$117K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.44K- 19.08% |
$73.7K - $77.4K
|
27.3K
$318K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-6.94K- 24.57% |
$79.4K - $83.4K
|
21.3K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.12K- 27.49% |
$81.5K - $85.6K
|
18.8K
$218K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-7.16K- 3.08% |
$82K - $86.1K
|
225K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.25K- 15.3% |
$83.1K - $87.2K
|
40.1K
$467K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.34K- 29.64% |
$84.1K - $88.3K
|
17.4K
$203K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.51K- 30.92% |
$85.9K - $90.2K
|
16.8K
$195K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-7.52K- 3.92% |
$86K - $90.3K
|
184K
$2.14M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.73K- 19.17% |
$88.5K - $92.9K
|
32.6K
$379K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-7.75K- 4.69% |
$88.7K - $93.2K
|
158K
$1.83M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.99K- 7.3% |
$91.5K - $96K
|
101K
$1.18M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-8.28K- 27.45% |
$94.8K - $99.5K
|
21.9K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-8.29K- 5.0% |
$95K - $99.7K
|
158K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-8.34K- 43.97% |
$95.5K - $100K
|
10.6K
$124K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-8.57K- 22.39% |
$98.2K - $103K
|
29.7K
$346K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.99K- 23.28% |
$103K - $108K
|
29.6K
$345K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-9.54K- 24.03% |
$109K - $115K
|
30.2K
$351K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-10.5K- 4.57% |
$120K - $126K
|
220K
$2.56M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10.6K- 4.38% |
$121K - $127K
|
231K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.6K- 7.05% |
$121K - $127K
|
140K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.3K- 8.21% |
$130K - $136K
|
127K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.4K- 2.09% |
$131K - $137K
|
536K
$6.24M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12K- 6.56% |
$137K - $144K
|
171K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-12.1K- 1.02% |
$138K - $145K
|
1.17M
$13.6M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-13.5K- 43.96% |
$154K - $162K
|
17.2K
$200K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-13.5K- 18.96% |
$155K - $163K
|
57.9K
$673K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-13.8K- 21.91% |
$158K - $165K
|
49K
$570K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14.1K- 12.41% |
$161K - $169K
|
99.5K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14.9K- 10.18% |
$171K - $179K
|
132K
$1.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-15.1K- 92.41% |
$173K - $181K
|
1.24K
$14.4K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-15.1K- 9.08% |
$173K - $182K
|
151K
$1.76M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-15.3K- 4.94% |
$175K - $184K
|
294K
$3.42M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15.4K- 19.45% |
$176K - $185K
|
63.8K
$742K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-16.2K- 4.58% |
$186K - $195K
|
338K
$3.94M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-16.8K- 15.83% |
$192K - $201K
|
89.1K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.1K- 9.42% |
$218K - $229K
|
183K
$2.13M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-20K- 27.59% |
$230K - $241K
|
52.6K
$612K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-21.3K- 66.63% |
$244K - $256K
|
10.7K
$124K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-23K- 49.52% |
$263K - $276K
|
23.4K
$272K
|