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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-11- 0.2% |
$123 - $131
|
5.5K
$62.5K
|
|
|
Nov 19, 2025
Q3 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-18- 0.15% |
$201 - $214
|
11.7K
$133K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-22- 0.09% |
$245 - $261
|
24.8K
$282K
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
SELL
|
- |
-29- 0.24% |
$323 - $344
|
12.3K
$140K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-65- 0.29% |
$725 - $772
|
22.2K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-94- 0.16% |
$1.05K - $1.12K
|
59.3K
$674K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-143- 0.25% |
$1.59K - $1.7K
|
56.2K
$639K
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-197- 1.8% |
$2.2K - $2.34K
|
10.7K
$122K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-198- 1.77% |
$2.21K - $2.35K
|
11K
$125K
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-201- 0.61% |
$2.24K - $2.39K
|
32.8K
$373K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-221- 0.58% |
$2.46K - $2.62K
|
38.1K
$433K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-235- 14.51% |
$2.62K - $2.79K
|
1.39K
$15.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-266- 1.57% |
$2.97K - $3.16K
|
16.7K
$189K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-292- 2.69% |
$3.26K - $3.47K
|
10.6K
$120K
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-314- 2.18% |
$3.5K - $3.73K
|
14.1K
$160K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-394- 15.09% |
$4.39K - $4.68K
|
2.22K
$25.2K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-415- 42.65% |
$4.63K - $4.93K
|
558
$6.34K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-419- 93.32% |
$4.67K - $4.97K
|
30
$341
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-427- 3.15% |
$4.76K - $5.07K
|
13.1K
$149K
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-452- 1.13% |
$5.04K - $5.37K
|
39.4K
$448K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-461- 0.09% |
$5.14K - $5.47K
|
535K
$6.08M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-461- 1.14% |
$5.14K - $5.47K
|
40K
$454K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-483- 6.82% |
$5.39K - $5.73K
|
6.6K
$75K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-500- 2.25% |
$5.58K - $5.94K
|
21.8K
$247K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-500- 3.11% |
$5.58K - $5.94K
|
15.6K
$177K
|
|
|
Nov 12, 2025
Q3 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-500- 0.73% |
$5.58K - $5.94K
|
68.4K
$777K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-506- 0.21% |
$5.64K - $6.01K
|
244K
$2.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-513- 2.18% |
$5.72K - $6.09K
|
23K
$261K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-540- 50.0% |
$6.02K - $6.41K
|
540
$6.13K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-588- 2.77% |
$6.56K - $6.98K
|
20.6K
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-602- 1.52% |
$6.71K - $7.15K
|
39.1K
$444K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-621- 1.11% |
$6.92K - $7.37K
|
55.3K
$628K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-625- 8.31% |
$6.97K - $7.42K
|
6.9K
$78.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-645- 0.54% |
$7.19K - $7.66K
|
119K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-654- 0.17% |
$7.29K - $7.76K
|
390K
$4.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-689- 0.15% |
$7.68K - $8.18K
|
464K
$5.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-702- 2.62% |
$7.83K - $8.33K
|
26.1K
$297K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-715- 1.02% |
$7.97K - $8.49K
|
69.4K
$788K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-735- 2.02% |
$8.2K - $8.72K
|
35.7K
$406K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-795- 0.02% |
$8.86K - $9.44K
|
3.48M
$39.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-816- 4.25% |
$9.1K - $9.69K
|
18.4K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-882- 21.72% |
$9.83K - $10.5K
|
3.18K
$36.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-900- 3.85% |
$10K - $10.7K
|
22.5K
$256K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1K- 2.49% |
$11.2K - $11.9K
|
39.1K
$444K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-1.02K- 3.54% |
$11.4K - $12.1K
|
27.9K
$317K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.77% |
$11.5K - $12.3K
|
16.9K
$192K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.04K- 6.64% |
$11.6K - $12.3K
|
14.6K
$166K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.12K- 2.37% |
$12.4K - $13.2K
|
46K
$522K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.15K- 6.57% |
$12.8K - $13.7K
|
16.4K
$186K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.18K- 3.8% |
$13.2K - $14K
|
29.9K
$340K
|
|