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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-888- 1.12% |
$10.1K - $11.1K
|
78.7K
$915K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-900- 8.04% |
$10.3K - $11.3K
|
10.3K
$120K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-920- 38.59% |
$10.5K - $11.5K
|
1.46K
$17K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-944- 2.45% |
$10.8K - $11.8K
|
37.6K
$437K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1K- 0.52% |
$11.4K - $12.5K
|
190K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.05K- 2.9% |
$12K - $13.2K
|
35.2K
$409K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 4.72% |
$12.3K - $13.5K
|
21.8K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.14K- 4.45% |
$13K - $14.3K
|
24.5K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.2K- 4.42% |
$13.7K - $15K
|
25.9K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.4K- 6.18% |
$16K - $17.5K
|
21.3K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.43K- 36.99% |
$16.4K - $17.9K
|
2.44K
$28.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.5K- 4.44% |
$17.1K - $18.8K
|
32.2K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.64K- 43.97% |
$18.7K - $20.5K
|
2.09K
$24.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.98K- 6.76% |
$22.6K - $24.7K
|
27.3K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 7.62% |
$23.1K - $25.3K
|
24.5K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.11K- 4.71% |
$24.1K - $26.4K
|
42.7K
$497K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.13K- 7.07% |
$24.3K - $26.6K
|
27.9K
$325K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.33K- 8.27% |
$26.6K - $29.1K
|
25.8K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.36K- 10.81% |
$27K - $29.5K
|
19.5K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.5K- 0.47% |
$28.5K - $31.2K
|
534K
$6.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-2.5K- 11.06% |
$28.6K - $31.3K
|
20.1K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-2.5K- 10.64% |
$28.6K - $31.3K
|
21K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.61K- 18.44% |
$29.8K - $32.6K
|
11.5K
$134K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-2.74K- 9.84% |
$31.2K - $34.2K
|
25.1K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.81K- 20.24% |
$32.1K - $35.1K
|
11.1K
$129K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-2.82K- 19.94% |
$32.2K - $35.3K
|
11.3K
$132K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.83K- 3.62% |
$32.3K - $35.3K
|
75.3K
$875K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.9K- 8.99% |
$33.2K - $36.3K
|
29.4K
$342K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3K- 27.27% |
$34.3K - $37.5K
|
8K
$93K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-3K- 20.9% |
$34.3K - $37.5K
|
11.4K
$132K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-3.21K- 5.5% |
$36.6K - $40.1K
|
55K
$640K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.55K- 1.66% |
$40.5K - $44.3K
|
211K
$2.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-3.7K- 0.84% |
$42.2K - $46.2K
|
435K
$5.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.93K- 99.85% |
$44.9K - $49.2K
|
6
$69.8
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-4K- 7.49% |
$45.7K - $50K
|
49.4K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.04K- 0.4% |
$46.1K - $50.5K
|
1M
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.12K- 61.37% |
$47.1K - $51.6K
|
2.6K
$30.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.13K- 1.96% |
$47.1K - $51.6K
|
207K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.36K- 2.14% |
$49.8K - $54.5K
|
199K
$2.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.43K- 24.52% |
$50.5K - $55.3K
|
13.6K
$158K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-4.68K- 6.3% |
$53.5K - $58.5K
|
69.7K
$810K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-4.7K- 13.07% |
$53.7K - $58.8K
|
31.3K
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-4.8K- 22.55% |
$54.8K - $60K
|
16.5K
$192K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.61K- 27.2% |
$64K - $70.1K
|
15K
$174K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.76K- 43.29% |
$65.8K - $72K
|
7.55K
$87.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-6.07K- 24.36% |
$69.3K - $75.9K
|
18.8K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-6.11K- 34.33% |
$69.8K - $76.4K
|
11.7K
$136K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.13K- 55.69% |
$70K - $76.7K
|
4.88K
$56.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-6.18K- 0.55% |
$70.6K - $77.2K
|
1.11M
$12.9M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-6.33K- 0.95% |
$72.2K - $79.1K
|
657K
$7.64M
|