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 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.66K- 1.54% |
$87.5K - $95.8K
|
488K
$5.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-7.97K- 4.86% |
$91K - $99.6K
|
156K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.23K- 8.76% |
$94K - $103K
|
85.8K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-8.25K- 8.38% |
$94.2K - $103K
|
90.1K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.29K- 6.49% |
$94.6K - $104K
|
119K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.54K- 33.95% |
$97.5K - $107K
|
16.6K
$194K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.71K- 8.82% |
$99.5K - $109K
|
90K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-9.39K- 38.26% |
$107K - $117K
|
15.2K
$177K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-10.6K- 18.85% |
$121K - $133K
|
45.8K
$535K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11.1K- 85.76% |
$126K - $138K
|
1.84K
$21.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.5K- 61.71% |
$132K - $144K
|
7.15K
$83.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 19.06% |
$132K - $145K
|
49.1K
$575K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-11.8K- 17.52% |
$135K - $148K
|
55.6K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-12.1K- 54.18% |
$138K - $151K
|
10.2K
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-12.5K- 4.92% |
$143K - $156K
|
242K
$2.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-12.8K- 10.84% |
$146K - $160K
|
105K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-13.3K- 8.09% |
$152K - $166K
|
151K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-13.6K- 16.67% |
$155K - $170K
|
68K
$795K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14.5K- 3.63% |
$165K - $181K
|
384K
$4.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-15.5K- 4.31% |
$177K - $193K
|
344K
$4.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-18.3K- 11.97% |
$209K - $229K
|
135K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18.4K- 9.19% |
$210K - $230K
|
182K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-18.6K- 8.56% |
$212K - $232K
|
198K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-20.7K- 11.68% |
$236K - $258K
|
156K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-21.1K- 50.82% |
$241K - $264K
|
20.4K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-22.3K- 57.26% |
$255K - $279K
|
16.7K
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-22.4K- 4.81% |
$255K - $279K
|
443K
$5.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-22.6K- 56.79% |
$258K - $282K
|
17.2K
$201K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-24.4K- 9.18% |
$278K - $305K
|
241K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-24.5K- 4.03% |
$279K - $306K
|
582K
$6.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-25K- 7.14% |
$286K - $313K
|
325K
$3.8M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-26.8K- 85.01% |
$306K - $335K
|
4.72K
$55.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-27.2K- 16.92% |
$311K - $340K
|
134K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27.6K- 18.52% |
$315K - $345K
|
121K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-28.7K- 9.86% |
$327K - $358K
|
262K
$3.06M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-30.6K- 43.53% |
$349K - $382K
|
39.7K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-31.5K- 15.73% |
$360K - $394K
|
169K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34.3K- 99.91% |
$392K - $429K
|
32
$374
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-37.9K- 32.18% |
$433K - $474K
|
79.9K
$934K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-38.6K- 54.75% |
$441K - $483K
|
31.9K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-40.3K- 6.1% |
$461K - $504K
|
620K
$7.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-42K- 60.69% |
$479K - $524K
|
27.2K
$318K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-48.2K- 58.94% |
$551K - $603K
|
33.6K
$393K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-52.2K- 26.56% |
$596K - $653K
|
144K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-53K- 56.49% |
$606K - $663K
|
40.9K
$478K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-54.4K- 9.55% |
$621K - $680K
|
515K
$6.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-59.5K- 44.0% |
$679K - $744K
|
75.7K
$885K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-71K- 4.41% |
$811K - $888K
|
1.54M
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-72K- 7.03% |
$822K - $900K
|
952K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-87.4K- 9.18% |
$998K - $1.09M
|
864K
$10.1M
|