Purchases and Sales Made in Q4 2024 in Invesco ETF Tr Ii Pfd ETF (PGX)

PGX Quotes by TradingView

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 07, 2025 Q4 2024
Sequoia Financial Advisors, LLC

BUY
 -
2.4K
+ 2.85%
$27.4K - $30K
86.6K $1.01M
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
2.27K
+ 6.23%
$25.9K - $28.4K
38.7K $450K
Feb 13, 2025 Q4 2024
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
2.18K
New
$24.9K - $27.3K
2.18K $25.4K
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
2.09K
+ 299.0%
$23.9K - $26.2K
2.79K $32.5K
Feb 10, 2025 Q4 2024
Lfa Lugano Financial Advisors Sa

BUY
 -
1.98K
New
$22.6K - $24.7K
1.98K $23K
Feb 05, 2025 Q4 2024
Private Trust CO Na

BUY
 -
1.97K
+ 4.94%
$22.5K - $24.7K
41.9K $488K
Feb 13, 2025 Q4 2024
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
1.94K
New
$22.1K - $24.2K
1.94K $22.5K
Feb 07, 2025 Q4 2024
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
1.83K
+ 7.42%
$20.9K - $22.9K
26.5K $308K
Jan 31, 2025 Q4 2024
D.A. Davidson & Co.

BUY
 -
1.72K
+ 2.32%
$19.7K - $21.5K
75.9K $882K
Feb 04, 2025 Q4 2024
Kovack Advisors, Inc.

BUY
 -
1.67K
+ 16.04%
$19.1K - $20.9K
12.1K $141K
Feb 06, 2025 Q4 2024
Beam Wealth Advisors, Inc.

BUY
 -
1.38K
+ 1.31%
$15.7K - $17.2K
106K $1.24M
Feb 13, 2025 Q4 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.36K
+ 52.71%
$15.5K - $17K
3.94K $45.8K
Feb 13, 2025 Q4 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
1.19K
+ 42.0%
$13.6K - $14.9K
4.03K $46.8K
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
1.11K
New
$12.7K - $13.9K
1.11K $12.9K
Feb 07, 2025 Q4 2024
Fairway Wealth LLC

Independence, OH
BUY
 -
868
New
$9.91K - $10.9K
868 $10.1K
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
854
+ 0.23%
$9.75K - $10.7K
374K $4.35M
Feb 04, 2025 Q4 2024
Cwm, LLC

BUY
 -
735
+ 2.36%
$8.39K - $9.19K
31.9K $371K
Jan 24, 2025 Q4 2024
Robbins Farley LLC

Manchester, NH
BUY
 -
725
+ 10.74%
$8.28K - $9.06K
7.47K $86.9K
Jan 14, 2025 Q4 2024
Rockland Trust CO

BUY
 -
723
+ 1.5%
$8.26K - $9.04K
49K $570K
Jan 22, 2025 Q4 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
494
+ 3.08%
$5.64K - $6.18K
16.5K $192K
Feb 12, 2025 Q4 2024
Mosaic Financial Group, LLC

Chicago, IL
BUY
 -
414
+ 0.39%
$4.73K - $5.18K
106K $1.23M
Feb 10, 2025 Q4 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
400
+ 1.66%
$4.57K - $5K
24.5K $285K
Feb 05, 2025 Q4 2024
Plante Moran Financial Advisors, LLC

BUY
 -
395
New
$4.51K - $4.94K
395 $4.59K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
356
+ 20.55%
$4.07K - $4.45K
2.09K $24.3K
Feb 11, 2025 Q4 2024
Old Point Trust & Financial Services N A

BUY
 -
351
New
$4.01K - $4.39K
351 $4.08K
Jan 30, 2025 Q4 2024
Csenge Advisory Group

BUY
 -
308
+ 1.17%
$3.52K - $3.85K
26.7K $311K
Jan 27, 2025 Q4 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
300
+ 2.59%
$3.43K - $3.75K
11.9K $138K
Jan 14, 2025 Q4 2024
Ifs Advisors, LLC

BUY
 -
300
New
$3.43K - $3.75K
300 $3.49K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
275
New
$3.14K - $3.44K
275 $3.2K
Jan 22, 2025 Q4 2024
Atticus Wealth Management, LLC

BUY
 -
272
+ 1.14%
$3.11K - $3.4K
24.1K $280K
Feb 12, 2025 Q4 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
271
New
$3.09K - $3.39K
271 $3.15K
Jan 21, 2025 Q4 2024
Fifth Third Bancorp

BUY
 -
268
New
$3.06K - $3.35K
268 $3.12K
Jan 21, 2025 Q4 2024
Eclectic Associates Inc

BUY
 -
255
+ 1.5%
$2.91K - $3.19K
17.3K $201K
Feb 11, 2025 Q4 2024
Northwestern Mutual Wealth Management CO

BUY
 -
226
+ 0.46%
$2.58K - $2.83K
49.5K $576K
Jan 23, 2025 Q4 2024
Capital Investment Advisory Services, LLC

BUY
 -
219
+ 3.42%
$2.5K - $2.74K
6.63K $77K
Feb 13, 2025 Q4 2024
Transatlantique Private Wealth LLC

BUY
 -
216
+ 0.13%
$2.47K - $2.7K
161K $1.87M
Feb 11, 2025 Q4 2024
Runnymede Capital Advisors, Inc.

Dublin, OH
BUY
 -
200
New
$2.28K - $2.5K
200 $2.33K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
175
+ 11.24%
$2K - $2.19K
1.73K $20.1K
Jan 17, 2025 Q4 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
171
+ 0.96%
$1.95K - $2.14K
18.1K $210K
Jan 15, 2025 Q4 2024
Joule Financial, LLC

BUY
 -
166
+ 0.96%
$1.9K - $2.08K
17.4K $202K
Feb 06, 2025 Q4 2024
Acas, LLC

BUY
 -
155
+ 0.73%
$1.77K - $1.94K
21.4K $248K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
129
New
$1.47K - $1.61K
129 $1.5K
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
120
+ 0.49%
$1.37K - $1.5K
24.8K $288K
Feb 11, 2025 Q4 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
115
+ 0.73%
$1.31K - $1.44K
15.9K $185K
Jan 22, 2025 Q4 2024
Piscataqua Savings Bank

BUY
 -
100
+ 2.26%
$1.14K - $1.25K
4.53K $52.7K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
96
+ 2.15%
$1.1K - $1.2K
4.56K $53K
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
92
New
$1.05K - $1.15K
92 $1.07K
Feb 13, 2025 Q4 2024
Prospera Financial Services Inc

BUY
 -
90
+ 0.24%
$1.03K - $1.13K
37.8K $440K
Jan 16, 2025 Q4 2024
Farrell Financial LLC

Orchard Park, NY
BUY
 -
90
+ 0.73%
$1.03K - $1.13K
12.4K $144K

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