Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1KNew |
$11.2K - $11.9K
|
1K
$11.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
962+ 0.63% |
$10.7K - $11.4K
|
153K
$1.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
816+ 5.87% |
$9.1K - $9.69K
|
14.7K
$167K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
808+ 1.46% |
$9.01K - $9.59K
|
56.1K
$637K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
742+ 36.79% |
$8.27K - $8.81K
|
2.76K
$31.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
665+ 1.88% |
$7.41K - $7.89K
|
36.1K
$410K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
518+ 2.15% |
$5.78K - $6.15K
|
24.6K
$279K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
471+ 1.25% |
$5.25K - $5.59K
|
38.2K
$434K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
430+ 1.56% |
$4.79K - $5.1K
|
28.1K
$319K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
420+ 5.37% |
$4.68K - $4.99K
|
8.24K
$93.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
376+ 5.77% |
$4.19K - $4.46K
|
6.89K
$78.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
374New |
$4.17K - $4.44K
|
374
$4.25K
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
326+ 0.33% |
$3.63K - $3.87K
|
98.6K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
300New |
$3.35K - $3.56K
|
300
$3.41K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
298+ 1.43% |
$3.32K - $3.54K
|
21.2K
$241K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
295+ 7.57% |
$3.29K - $3.5K
|
4.19K
$47.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
291+ 0.91% |
$3.24K - $3.45K
|
32.3K
$366K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
266+ 0.48% |
$2.97K - $3.16K
|
55.3K
$629K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
256+ 1.0% |
$2.85K - $3.04K
|
25.8K
$293K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
245New |
$2.73K - $2.91K
|
245
$2.78K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
210+ 9.65% |
$2.34K - $2.49K
|
2.39K
$27.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
200+ 1.01% |
$2.23K - $2.37K
|
19.9K
$226K
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
185+ 1.46% |
$2.06K - $2.2K
|
12.9K
$146K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
175+ 0.95% |
$1.95K - $2.08K
|
18.6K
$211K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
171+ 0.68% |
$1.91K - $2.03K
|
25.4K
$289K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
170+ 1.07% |
$1.9K - $2.02K
|
16K
$182K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
170+ 193.18% |
$1.9K - $2.02K
|
258
$2.93K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
148+ 1.98% |
$1.65K - $1.76K
|
7.62K
$86.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
148New |
$1.65K - $1.76K
|
148
$1.68K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
143+ 0.25% |
$1.59K - $1.7K
|
56.5K
$642K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
130+ 1.11% |
$1.45K - $1.54K
|
11.8K
$134K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
68+ 0.48% |
$758 - $807
|
14.3K
$162K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
66+ 0.58% |
$736 - $783
|
11.5K
$130K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
66+ 0.19% |
$736 - $783
|
34.4K
$391K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
58+ 0.23% |
$647 - $688
|
25.3K
$288K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
54New |
$602 - $641
|
54
$613
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
52+ 0.48% |
$580 - $617
|
11K
$125K
|
|
|
Nov 03, 2025
Q3 2025
|
Field & Main Bank
|
BUY
|
- |
46+ 0.01% |
$513 - $546
|
412K
$4.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
32+ 0.19% |
$357 - $380
|
16.7K
$190K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
29+ 1.45% |
$323 - $344
|
2.02K
$23K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26+ 1.46% |
$290 - $309
|
1.8K
$20.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23+ 1.48% |
$256 - $273
|
1.58K
$17.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
20+ 0.37% |
$223 - $237
|
5.42K
$61.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
7+ 0.01% |
$78.1 - $83.1
|
106K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3+ 0.03% |
$33.5 - $35.6
|
11.1K
$126K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$22.3 - $23.7
|
32.7K
$371K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2+ 2.11% |
$22.3 - $23.7
|
97
$1.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1New |
$11.2 - $11.9
|
1
$11.4
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10- 0.24% |
$112 - $119
|
4.2K
$47.7K
|
|