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 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.26K- 4.08% |
$14K - $14.9K
|
29.5K
$336K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.3K- 6.66% |
$14.5K - $15.4K
|
18.2K
$207K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.34K- 0.33% |
$14.9K - $15.9K
|
407K
$4.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.36K- 4.45% |
$15.2K - $16.2K
|
29.3K
$333K
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-1.39K- 3.17% |
$15.5K - $16.5K
|
42.4K
$482K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.41K- 5.27% |
$15.7K - $16.8K
|
25.4K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.44K- 2.97% |
$16K - $17K
|
46.9K
$532K
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.66K- 1.26% |
$18.5K - $19.7K
|
130K
$1.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.67K- 24.75% |
$18.6K - $19.8K
|
5.08K
$57.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.7K- 12.6% |
$18.9K - $20.1K
|
11.8K
$134K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-2K- 21.74% |
$22.3K - $23.7K
|
7.2K
$81.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.16K- 13.27% |
$24.1K - $25.7K
|
14.1K
$161K
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-2.18K- 3.87% |
$24.3K - $25.9K
|
54.3K
$617K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 8.72% |
$24.7K - $26.3K
|
23.2K
$264K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.3K- 5.24% |
$25.7K - $27.3K
|
41.6K
$473K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.41K- 4.46% |
$26.8K - $28.6K
|
51.6K
$586K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.44K- 18.03% |
$27.2K - $29K
|
11.1K
$126K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.7K- 2.9% |
$30K - $32K
|
90.1K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.78K- 4.55% |
$31K - $33K
|
58.3K
$662K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.83K- 1.7% |
$31.5K - $33.5K
|
164K
$1.86M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.93K- 6.84% |
$32.6K - $34.7K
|
39.8K
$452K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.93K- 2.21% |
$32.7K - $34.8K
|
130K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.39K- 1.61% |
$37.8K - $40.3K
|
207K
$2.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.51K- 16.23% |
$39.1K - $41.6K
|
18.1K
$206K
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.55K- 17.3% |
$39.6K - $42.1K
|
17K
$193K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.69K- 4.99% |
$41.1K - $43.8K
|
70.1K
$797K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.74K- 23.17% |
$41.6K - $44.3K
|
12.4K
$141K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.75K- 12.13% |
$41.8K - $44.5K
|
27.2K
$309K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.12K- 13.4% |
$45.9K - $48.9K
|
26.6K
$302K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-4.15K- 0.88% |
$46.2K - $49.2K
|
467K
$5.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.22K- 9.78% |
$47K - $50K
|
38.9K
$442K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.28K- 25.65% |
$47.7K - $50.8K
|
12.4K
$141K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.44K- 20.38% |
$49.6K - $52.8K
|
17.4K
$197K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.48K- 1.2% |
$50K - $53.2K
|
369K
$4.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-4.57K- 16.83% |
$50.9K - $54.2K
|
22.6K
$256K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.95K- 2.51% |
$55.1K - $58.7K
|
192K
$2.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.05K- 6.31% |
$56.3K - $60K
|
75K
$852K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-5.25K- 17.22% |
$58.5K - $62.3K
|
25.2K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.35K- 26.31% |
$59.7K - $63.5K
|
15K
$170K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.49K- 4.5% |
$61.2K - $65.2K
|
117K
$1.33M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.27K- 75.91% |
$69.9K - $74.4K
|
1.99K
$22.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-6.37K- 25.36% |
$71.1K - $75.7K
|
18.8K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-6.52K- 20.58% |
$72.7K - $77.4K
|
25.2K
$286K
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-6.73K- 3.41% |
$75.1K - $79.9K
|
190K
$2.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.74K- 5.98% |
$75.1K - $80K
|
106K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.84K- 0.51% |
$76.2K - $81.2K
|
1.33M
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7K- 8.46% |
$78K - $83K
|
75.6K
$859K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-7.37K- 3.59% |
$82.1K - $87.4K
|
198K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-7.91K- 2.9% |
$88.2K - $93.9K
|
265K
$3.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-8.3K- 20.35% |
$92.5K - $98.5K
|
32.5K
$369K
|
|