Purchases and Sales Made in Q4 2025 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 2025. 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 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
32.3K+ 6.35% |
$366K - $379K
|
541K
$6.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
21.2K+ 845.97% |
$241K - $249K
|
23.7K
$269K
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
15.2K+ 6.13% |
$172K - $178K
|
263K
$2.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
13.2K+ 42.08% |
$150K - $155K
|
44.6K
$507K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.8K+ 156.7% |
$122K - $127K
|
17.7K
$201K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
10.7K+ 13.27% |
$121K - $126K
|
91.3K
$1.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.2K+ 14.64% |
$115K - $119K
|
79.5K
$903K
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
8.02K+ 24.87% |
$91K - $94.2K
|
40.3K
$457K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
6.57K+ 51.12% |
$74.6K - $77.2K
|
19.4K
$221K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.15K+ 146.75% |
$69.8K - $72.2K
|
10.3K
$117K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
2.8KNew |
$31.8K - $32.9K
|
2.8K
$31.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.22K+ 6.22% |
$25.2K - $26.1K
|
37.9K
$431K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
700New |
$7.95K - $8.22K
|
700
$7.95K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
421+ 34.91% |
$4.78K - $4.94K
|
1.63K
$18.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
290New |
$3.29K - $3.4K
|
290
$3.29K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
172+ 0.35% |
$1.95K - $2.02K
|
48.8K
$554K
|
|
|
Jan 20, 2026
Q4 2025
|
Joule Financial, LLC
|
BUY
|
- |
90+ 0.73% |
$1.02K - $1.06K
|
12.4K
$141K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 1.59% |
$284 - $294
|
1.6K
$18.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
25New |
$284 - $294
|
25
$284
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
10+ 0.72% |
$114 - $117
|
1.4K
$15.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2- 0.01% |
$22.7 - $23.5
|
32.8K
$372K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-120- 6.03% |
$1.36K - $1.41K
|
1.87K
$21.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-324- 1.28% |
$3.68K - $3.8K
|
25.1K
$285K
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-650- 4.61% |
$7.38K - $7.63K
|
13.4K
$153K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-745- 1.06% |
$8.46K - $8.75K
|
69.4K
$788K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-927- 2.23% |
$10.5K - $10.9K
|
40.7K
$462K
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-1.2K- 3.04% |
$13.6K - $14.1K
|
38.2K
$434K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.45K- 16.9% |
$27.8K - $28.8K
|
12.1K
$137K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3K- 12.12% |
$34.1K - $35.2K
|
21.8K
$247K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.14K- 1.29% |
$35.6K - $36.8K
|
241K
$2.74M
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-4.25K- 4.0% |
$48.2K - $49.9K
|
102K
$1.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.4K- 14.69% |
$49.9K - $51.6K
|
25.5K
$290K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-4.61K- 11.57% |
$52.3K - $54.1K
|
35.2K
$400K
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-4.85K- 8.93% |
$55K - $56.9K
|
49.4K
$562K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-14.3K- 48.39% |
$162K - $168K
|
15.2K
$173K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-18.2K- 47.65% |
$207K - $214K
|
20K
$227K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-18.3K- 86.55% |
$208K - $215K
|
2.85K
$32.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20.9K- 4.49% |
$237K - $245K
|
443K
$5.04M
|
|