Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.56MNew |
$29.3M - $32M
|
2.56M
$29.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.27M+ 64.66% |
$25.9M - $28.3M
|
5.77M
$66.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
718KNew |
$8.19M - $8.97M
|
718K
$8.3M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
695K+ 818.58% |
$7.94M - $8.69M
|
780K
$9.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
394KNew |
$4.49M - $4.92M
|
394K
$4.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
248KNew |
$2.84M - $3.1M
|
248K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
136KNew |
$1.55M - $1.7M
|
136K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
134KNew |
$1.53M - $1.68M
|
134K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
120K+ 30.5% |
$1.37M - $1.5M
|
512K
$5.92M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
90.1K+ 86.98% |
$1.03M - $1.13M
|
194K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
72.7KNew |
$831K - $909K
|
72.7K
$841K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.3K+ 41.03% |
$688K - $753K
|
207K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
54.3KNew |
$620K - $679K
|
54.3K
$628K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
50.3K+ 15.94% |
$574K - $628K
|
366K
$4.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
47.7K+ 3.84% |
$544K - $596K
|
1.29M
$14.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
39.6KNew |
$452K - $495K
|
39.6K
$458K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
34.1K+ 15146.22% |
$389K - $426K
|
34.3K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
34K+ 61.79% |
$388K - $425K
|
89.1K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
32.7KNew |
$373K - $409K
|
32.7K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
32.3K+ 8.88% |
$369K - $404K
|
396K
$4.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.5K+ 33.8% |
$359K - $393K
|
124K
$1.44M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31.3KNew |
$358K - $391K
|
31.3K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
30.3KNew |
$346K - $379K
|
30.3K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
30.3K+ 5.73% |
$346K - $379K
|
559K
$6.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
25.9K+ 4.73% |
$296K - $324K
|
573K
$6.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
24.6K+ 30.3% |
$281K - $307K
|
106K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.9K+ 5.02% |
$272K - $298K
|
499K
$5.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.5K+ 15.5% |
$268K - $293K
|
175K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
21.8K+ 45.95% |
$249K - $272K
|
69.2K
$800K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21.7K+ 103.97% |
$248K - $272K
|
42.6K
$493K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
20.9K+ 3.24% |
$239K - $262K
|
668K
$7.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20.2K+ 50.21% |
$230K - $252K
|
60.3K
$698K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
19.3K+ 38.07% |
$220K - $241K
|
69.8K
$807K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.3K+ 48.65% |
$197K - $216K
|
52.7K
$609K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.8KNew |
$192K - $210K
|
16.8K
$194K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
16.6KNew |
$190K - $208K
|
16.6K
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
16.4KNew |
$187K - $205K
|
16.4K
$189K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
15.8KNew |
$180K - $197K
|
15.8K
$183K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.7K+ 32.16% |
$180K - $197K
|
64.6K
$747K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
15.1KNew |
$173K - $189K
|
15.1K
$175K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
15KNew |
$171K - $188K
|
15K
$173K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
14.8K+ 3.38% |
$169K - $185K
|
453K
$5.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
13.7K+ 25.72% |
$157K - $172K
|
67.1K
$776K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.6KNew |
$156K - $170K
|
13.6K
$158K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
11.5K+ 3.96% |
$131K - $143K
|
301K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
11.2KNew |
$128K - $140K
|
11.2K
$129K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
9.61K+ 5.41% |
$110K - $120K
|
187K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9K+ 45.51% |
$103K - $113K
|
28.8K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
8.91K+ 4.17% |
$102K - $111K
|
222K
$2.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
7.68K+ 3.93% |
$87.7K - $96K
|
203K
$2.34M
|