Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
34.6KNew |
$396K - $415K
|
34.6K
$415K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
34.4K+ 3.09% |
$394K - $414K
|
1.15M
$13.8M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33.6K+ 96.3% |
$384K - $404K
|
68.4K
$821K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.4K+ 234.67% |
$383K - $402K
|
47.7K
$572K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
32.3KNew |
$370K - $389K
|
32.3K
$388K
|
|
|
Sep 05, 2024
Q1 2024
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
31.9K+ 1.94% |
$366K - $384K
|
1.68M
$20.2M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
31.2KNew |
$357K - $375K
|
31.2K
$374K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
30.6KNew |
$351K - $368K
|
30.6K
$368K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29.8K+ 16.42% |
$341K - $358K
|
211K
$2.53M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29.6K+ 12.26% |
$339K - $356K
|
271K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25K+ 6.99% |
$287K - $301K
|
383K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24.2K+ 160.66% |
$277K - $291K
|
39.2K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
23.5KNew |
$269K - $282K
|
23.5K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
23.3K+ 29.56% |
$267K - $281K
|
102K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23K+ 273.42% |
$263K - $276K
|
31.4K
$377K
|
|
|
Apr 30, 2024
Q1 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
21.9K+ 13.85% |
$251K - $264K
|
180K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
21.9KNew |
$251K - $263K
|
21.9K
$263K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.8KNew |
$249K - $262K
|
21.8K
$261K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.4K+ 268.29% |
$245K - $258K
|
29.4K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.4KNew |
$222K - $233K
|
19.4K
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19K+ 21.26% |
$218K - $229K
|
108K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
18.3K+ 3.78% |
$210K - $220K
|
503K
$6.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
17.8KNew |
$204K - $214K
|
17.8K
$214K
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
17.7KNew |
$203K - $213K
|
17.7K
$213K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17.5K+ 56.77% |
$200K - $210K
|
48.3K
$580K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.5KNew |
$200K - $210K
|
17.5K
$210K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.8KNew |
$192K - $202K
|
16.8K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.5K+ 6.28% |
$189K - $198K
|
280K
$3.35M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
15.1K+ 144.94% |
$173K - $181K
|
25.5K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.8K+ 119.48% |
$169K - $177K
|
27.1K
$326K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 10.67% |
$166K - $175K
|
151K
$1.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
14.3K+ 2.11% |
$164K - $172K
|
692K
$8.31M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13.9KNew |
$159K - $167K
|
13.9K
$166K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13.9KNew |
$159K - $167K
|
13.9K
$166K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3K+ 30.48% |
$153K - $160K
|
57.1K
$685K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
13.2KNew |
$151K - $158K
|
13.2K
$158K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
13.1KNew |
$150K - $158K
|
13.1K
$157K
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
11.8KNew |
$136K - $142K
|
11.8K
$142K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.8KNew |
$135K - $142K
|
11.8K
$141K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6KNew |
$133K - $139K
|
11.6K
$139K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
10.8K+ 55.18% |
$124K - $130K
|
30.5K
$366K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.7K+ 5.8% |
$122K - $129K
|
195K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
10.6K+ 1.65% |
$121K - $127K
|
655K
$7.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10.5KNew |
$121K - $127K
|
10.5K
$127K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.4KNew |
$119K - $125K
|
10.4K
$125K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
10.2K+ 3.43% |
$117K - $123K
|
309K
$3.7M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.29K+ 91.12% |
$106K - $112K
|
19.5K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.26K+ 68.2% |
$106K - $111K
|
22.8K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
9.02K+ 19.91% |
$103K - $108K
|
54.3K
$652K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.61K+ 32.08% |
$98.6K - $103K
|
35.4K
$425K
|