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 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.61MNew |
$110M - $120M
|
9.61M
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.21M+ 14.86% |
$93.7M - $103M
|
63.4M
$741M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5M+ 2643140.25% |
$57M - $62.4M
|
5M
$58.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.56MNew |
$29.3M - $32M
|
2.56M
$29.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.36M+ 131.86% |
$26.9M - $29.5M
|
4.15M
$48.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.27M+ 64.66% |
$25.9M - $28.3M
|
5.77M
$67.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.9M+ 14.81% |
$21.7M - $23.7M
|
14.7M
$172M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.51M+ 31.0% |
$17.3M - $18.9M
|
6.4M
$74.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.4M+ 9.51% |
$16M - $17.5M
|
16.1M
$188M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.29M+ 11686.27% |
$14.8M - $16.2M
|
1.3M
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
718KNew |
$8.19M - $8.97M
|
718K
$8.39M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
695K+ 818.58% |
$7.94M - $8.69M
|
780K
$9.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
609KNew |
$6.96M - $7.62M
|
609K
$7.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
394KNew |
$4.49M - $4.92M
|
394K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
345K+ 4.13% |
$3.94M - $4.31M
|
8.7M
$102M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
248KNew |
$2.84M - $3.1M
|
248K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
225K+ 143.74% |
$2.57M - $2.81M
|
381K
$4.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
204K+ 81.1% |
$2.32M - $2.54M
|
454K
$5.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
186K+ 81.89% |
$2.12M - $2.32M
|
413K
$4.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
155K+ 14.98% |
$1.77M - $1.94M
|
1.19M
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
148K+ 11.41% |
$1.69M - $1.85M
|
1.45M
$16.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
136KNew |
$1.55M - $1.7M
|
136K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
134KNew |
$1.53M - $1.68M
|
134K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
132KNew |
$1.51M - $1.66M
|
132K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
122K+ 3.27% |
$1.4M - $1.53M
|
3.86M
$45.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
120K+ 30.5% |
$1.37M - $1.5M
|
512K
$5.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
114K+ 18.32% |
$1.31M - $1.43M
|
739K
$8.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
100KNew |
$1.14M - $1.25M
|
100K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
95.3KNew |
$1.09M - $1.19M
|
95.3K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
90.1K+ 86.98% |
$1.03M - $1.13M
|
194K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
80.4K+ 50.32% |
$919K - $1.01M
|
240K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.8K+ 97.8% |
$842K - $922K
|
149K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
72.7KNew |
$831K - $909K
|
72.7K
$850K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
64.4K+ 103.06% |
$736K - $806K
|
127K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.3K+ 41.03% |
$688K - $753K
|
207K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
59.7KNew |
$682K - $747K
|
59.7K
$698K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
54.3KNew |
$620K - $679K
|
54.3K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52.5K+ 6.29% |
$599K - $656K
|
888K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
50.3K+ 15.94% |
$574K - $628K
|
366K
$4.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
47.7K+ 3.84% |
$544K - $596K
|
1.29M
$15.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
45.8KNew |
$524K - $573K
|
45.8K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.4K+ 5.08% |
$507K - $555K
|
919K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44K+ 10422.99% |
$502K - $550K
|
44.4K
$519K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
39.6KNew |
$452K - $495K
|
39.6K
$463K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
34.1K+ 15146.22% |
$389K - $426K
|
34.3K
$401K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
34K+ 61.79% |
$388K - $425K
|
89.1K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
32.7KNew |
$373K - $409K
|
32.7K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
32.3K+ 8.88% |
$369K - $404K
|
396K
$4.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.5K+ 33.8% |
$359K - $393K
|
124K
$1.46M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31.3KNew |
$358K - $391K
|
31.3K
$366K
|