Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.23M+ 5.09% |
$36.2M - $38.1M
|
66.6M
$732M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
850KNew |
$9.54M - $10M
|
850K
$9.34M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
684K+ 57.43% |
$7.67M - $8.07M
|
1.87M
$20.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
487K+ 3.31% |
$5.46M - $5.74M
|
15.2M
$167M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
368K+ 1328.84% |
$4.13M - $4.34M
|
395K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
342K+ 65.69% |
$3.83M - $4.03M
|
862K
$9.47M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
271K+ 181.62% |
$3.04M - $3.2M
|
420K
$4.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
241K+ 20.9% |
$2.7M - $2.84M
|
1.39M
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
208K+ 8.12% |
$2.33M - $2.46M
|
2.77M
$30.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
176KNew |
$1.98M - $2.08M
|
176K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
159K+ 179.01% |
$1.79M - $1.88M
|
248K
$2.73M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
149K+ 3668.83% |
$1.67M - $1.76M
|
153K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
118K+ 4.71% |
$1.33M - $1.4M
|
2.63M
$28.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
113KNew |
$1.27M - $1.33M
|
113K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
100KNew |
$1.12M - $1.18M
|
100K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
83.6K+ 14.14% |
$937K - $986K
|
675K
$7.41M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
83.5KNew |
$937K - $985K
|
83.5K
$917K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
70KNew |
$785K - $826K
|
70K
$769K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62K+ 12.7% |
$696K - $732K
|
550K
$6.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
59.7K+ 56.62% |
$670K - $705K
|
165K
$1.82M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
59KNew |
$662K - $696K
|
59K
$648K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
56.2K+ 10.06% |
$631K - $664K
|
615K
$6.76M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
53KNew |
$595K - $625K
|
53K
$582K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
49KNew |
$549K - $578K
|
49K
$538K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
48K+ 12.12% |
$538K - $566K
|
444K
$4.88M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
44.8K+ 170.66% |
$503K - $529K
|
71.1K
$781K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
43.8KNew |
$491K - $517K
|
43.8K
$481K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
41.5K+ 304.35% |
$465K - $489K
|
55.1K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
39.4K+ 178.05% |
$442K - $465K
|
61.5K
$676K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
35.2K+ 110046.88% |
$395K - $416K
|
35.2K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
29.6K+ 83.4% |
$332K - $349K
|
65.1K
$715K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
29.1K+ 120.69% |
$326K - $343K
|
53.1K
$584K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
28.7K+ 7.85% |
$322K - $339K
|
394K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
28.4KNew |
$319K - $335K
|
28.4K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
27.4K+ 12.33% |
$308K - $323K
|
250K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
27.3K+ 32.6% |
$306K - $322K
|
111K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.9K+ 7.19% |
$302K - $317K
|
401K
$4.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
26.5K+ 124.71% |
$297K - $313K
|
47.8K
$525K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
25.7KNew |
$289K - $303K
|
25.7K
$283K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
25.3KNew |
$284K - $299K
|
25.3K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.3K+ 1730.74% |
$284K - $299K
|
26.8K
$295K
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
25K+ 31.25% |
$281K - $295K
|
105K
$1.15M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
24.5KNew |
$275K - $289K
|
24.5K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
24.4KNew |
$274K - $288K
|
24.4K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.8KNew |
$267K - $281K
|
23.8K
$262K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
22.4KNew |
$251K - $264K
|
22.4K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.6K+ 5.54% |
$242K - $255K
|
412K
$4.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
21.5KNew |
$241K - $253K
|
21.5K
$236K
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
19.7KNew |
$221K - $233K
|
19.7K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.4K+ 68.71% |
$218K - $229K
|
47.6K
$524K
|