Purchases and Sales Made in Q3 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 Q3 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 | 
|---|---|---|---|---|---|---|---|
| 
                  Oct 31, 2024
                  Q3 2024
                 | 
      Spectrum Asset Management, Inc.
      
   | BUY | - | 3.2M+ 1064.47% |                   
                  $36.9M - $40.1M
                 |                   
                3.51M
                $40.4M
               | |
| 
                  Oct 18, 2024
                  Q3 2024
                 | 
      Act Advisors, Llc.
      
   | BUY | - | 1.41MNew |                   
                  $16.2M - $17.6M
                 |                   
                1.41M
                $16.2M
               | |
| 
                  Nov 12, 2024
                  Q3 2024
                 | 
      Wright Fund Management, LLC
       Santa Monica, CA | BUY | - | 1.25MNew |                   
                  $14.4M - $15.7M
                 |                   
                1.25M
                $14.4M
               | |
| 
                  Nov 14, 2024
                  Q3 2024
                 | 
      Susquehanna International Group, LLP
       Bala Cynwyd, PA | BUY | - | 869K+ 1308.29% |                   
                  $10M - $10.9M
                 |                   
                936K
                $10.8M
               | |
| 
                  Nov 08, 2024
                  Q3 2024
                 | 
      Jpmorgan Chase & CO
       New York, NY | BUY | - | 747K+ 71.64% |                   
                  $8.6M - $9.35M
                 |                   
                1.79M
                $20.6M
               | |
| 
                  Dec 26, 2024
                  Q3 2024
                 | 
      Jpmorgan Chase & CO
       New York, NY | BUY | - | 747K+ 71.64% |                   
                  $8.6M - $9.35M
                 |                   
                1.79M
                $20.6M
               | |
| 
                  Nov 13, 2024
                  Q3 2024
                 | 
      Clearstead Advisors, LLC
       Cleveland, OH | BUY | - | 599K+ 2324.07% |                   
                  $6.9M - $7.5M
                 |                   
                625K
                $7.21M
               | |
| 
                  Nov 15, 2024
                  Q3 2024
                 | 
      Barclays PLC
       London, X0 | BUY | - | 553K+ 18430.0% |                   
                  $6.37M - $6.92M
                 |                   
                556K
                $6.42M
               | |
| 
                  Oct 17, 2024
                  Q3 2024
                 | 
      Price Capital Management, Inc.
       Lafayette, LA | BUY | - | 553KNew |                   
                  $6.37M - $6.92M
                 |                   
                553K
                $6.38M
               | |
| 
                  Nov 25, 2024
                  Q3 2024
                 | 
      Sanctuary Advisors, LLC
       Indianapolis, IN | BUY | - | 547KNew |                   
                  $6.31M - $6.85M
                 |                   
                547K
                $6.32M
               | |
| 
                  Nov 14, 2024
                  Q3 2024
                 | 
      Ae Wealth Management LLC
      
   | BUY | - | 461K+ 1423.56% |                   
                  $5.31M - $5.77M
                 |                   
                493K
                $5.69M
               | |
| 
                  Oct 15, 2024
                  Q3 2024
                 | 
      Synergy Asset Management, LLC
       Bellevue, WA | BUY | - | 323KNew |                   
                  $3.72M - $4.04M
                 |                   
                323K
                $3.72M
               | |
| 
                  Oct 29, 2024
                  Q3 2024
                 | 
      Acute Investment Advisory, LLC
       Mesa, AZ | BUY | - | 322KNew |                   
                  $3.71M - $4.03M
                 |                   
                322K
                $3.72M
               | |
| 
                  Nov 14, 2024
                  Q3 2024
                 | 
      Bank Of America Corp 
       Charlotte, NC | BUY | - | 274K+ 0.5% |                   
                  $3.15M - $3.43M
                 |                   
                55.2M
                $637M
               | |
| 
                  Oct 18, 2024
                  Q3 2024
                 | 
      Raymond James Financial Services Advisors, Inc.
       St. Petersburg, FL | BUY | - | 234K+ 16.9% |                   
                  $2.69M - $2.93M
                 |                   
                1.62M
                $18.6M
               | |
| 
                  Nov 08, 2024
                  Q3 2024
                 | 
      Core Cap Advisors, LLC
       Southfield, MI | BUY | - | 229K+ 2865.12% |                   
                  $2.64M - $2.87M
                 |                   
                237K
                $2.73M
               | |
| 
                  Nov 14, 2024
                  Q3 2024
                 | 
      Wolverine Trading, LLC
       Chicago, IL | BUY | - | 218K+ 513.61% |                   
                  $2.51M - $2.73M
                 |                   
                261K
                $3.01M
               | |
| 
                  Nov 14, 2024
                  Q3 2024
                 | 
      Steward Partners Investment Advisory, LLC
      
   | BUY | - | 199K+ 103.02% |                   
                  $2.29M - $2.49M
                 |                   
                393K
                $4.53M
               | |
| 
                  Nov 21, 2024
                  Q3 2024
                 | 
      Tudor Financial Inc.
       Dayton, OH | BUY | - | 164KNew |                   
                  $1.89M - $2.05M
                 |                   
                164K
                $1.89M
               | |
| 
                  Oct 23, 2024
                  Q3 2024
                 | 
      Allworth Financial LP
      
   | BUY | - | 148K+ 4.32% |                   
                  $1.71M - $1.86M
                 |                   
                3.59M
                $41.4M
               | |
| 
                  Oct 18, 2024
                  Q3 2024
                 | 
      Commonwealth Equity Services, LLC
      
   | BUY | - | 107K+ 8.96% |                   
                  $1.23M - $1.34M
                 |                   
                1.3M
                $15M
               | |
| 
                  Nov 04, 2024
                  Q3 2024
                 | 
      Checchi Capital Advisers, LLC
       Beverly Hills, CA | BUY | - | 93.2K+ 7.55% |                   
                  $1.07M - $1.17M
                 |                   
                1.33M
                $15.3M
               | |
| 
                  Oct 31, 2024
                  Q3 2024
                 | 
      Principal Financial Group Inc
       Des Moines, IA | BUY | - | 81.8K+ 632.75% |                   
                  $942K - $1.02M
                 |                   
                94.7K
                $1.09M
               | |
| 
                  Oct 15, 2024
                  Q3 2024
                 | 
      Prosperity Consulting Group, LLC
      
   | BUY | - | 77.7KNew |                   
                  $895K - $973K
                 |                   
                77.7K
                $897K
               | |
| 
                  Nov 14, 2024
                  Q3 2024
                 | 
      High Tower Advisors, LLC
       Chicago, IL | BUY | - | 75.5K+ 268.53% |                   
                  $870K - $946K
                 |                   
                104K
                $1.2M
               | |
| 
                  Nov 06, 2024
                  Q3 2024
                 | 
      Envestnet Asset Management Inc
      
   | BUY | - | 65.7K+ 6.85% |                   
                  $757K - $823K
                 |                   
                1.02M
                $11.8M
               | |
| 
                  Nov 14, 2024
                  Q3 2024
                 | 
      Crabel Capital Management, LLC
       Milwaukee, WI | BUY | - | 63.7KNew |                   
                  $734K - $798K
                 |                   
                63.7K
                $735K
               | |
| 
                  Nov 14, 2024
                  Q3 2024
                 | 
      Stifel Financial Corp
       St. Louis, MO | BUY | - | 60.6K+ 6.8% |                   
                  $698K - $759K
                 |                   
                952K
                $11M
               | |
| 
                  Nov 14, 2024
                  Q3 2024
                 | 
      Royal Bank Of Canada
       Toronto, A6 | BUY | - | 57.3K+ 1.56% |                   
                  $660K - $717K
                 |                   
                3.73M
                $43.1M
               | |
| 
                  Oct 16, 2024
                  Q3 2024
                 | 
      Greenup Street Wealth Management LLC
      
   | BUY | - | 53.4KNew |                   
                  $615K - $668K
                 |                   
                53.4K
                $616K
               | |
| 
                  Nov 12, 2024
                  Q3 2024
                 | 
      Signature Securities Group Corporation
      
   | BUY | - | 50.6KNew |                   
                  $583K - $633K
                 |                   
                50.6K
                $584K
               | |
| 
                  Nov 14, 2024
                  Q3 2024
                 | 
      Wiley Bros. Aintree Capital, LLC
      
   | BUY | - | 49.7K+ 385.97% |                   
                  $572K - $622K
                 |                   
                62.5K
                $722K
               | |
| 
                  Oct 21, 2024
                  Q3 2024
                 | 
      Foundations Investment Advisors, LLC
      
   | BUY | - | 48.9KNew |                   
                  $563K - $612K
                 |                   
                48.9K
                $564K
               | |
| 
                  Oct 21, 2024
                  Q3 2024
                 | 
      Flagship Harbor Advisors, LLC
      
   | BUY | - | 42.9K+ 98.73% |                   
                  $494K - $537K
                 |                   
                86.3K
                $996K
               | |
| 
                  Nov 12, 2024
                  Q3 2024
                 | 
      Everstar Asset Management, LLC
       Mooresville, NC | BUY | - | 42.4KNew |                   
                  $488K - $531K
                 |                   
                42.4K
                $489K
               | |
| 
                  Feb 04, 2025
                  Q3 2024
                 | 
      Ifp Advisors, Inc
      
   | BUY | - | 36K+ 19.01% |                   
                  $414K - $450K
                 |                   
                225K
                $2.6M
               | |
| 
                  Oct 15, 2024
                  Q3 2024
                 | 
      Dohj, LLC
       Seattle, WA | BUY | - | 35.5KNew |                   
                  $408K - $444K
                 |                   
                35.5K
                $409K
               | |
| 
                  Nov 14, 2024
                  Q3 2024
                 | 
      Jane Street Group, LLC
       New York, NY | BUY | - | 34.8K+ 85.69% |                   
                  $401K - $436K
                 |                   
                75.4K
                $870K
               | |
| 
                  Nov 01, 2024
                  Q3 2024
                 | 
      Sigma Planning Corp
       Ann Arbor, MI | BUY | - | 34.4K+ 29.37% |                   
                  $396K - $431K
                 |                   
                151K
                $1.75M
               | |
| 
                  Oct 15, 2024
                  Q3 2024
                 | 
      Prairiewood Capital, LLC
      
   | BUY | - | 33.7K+ 6.81% |                   
                  $389K - $422K
                 |                   
                529K
                $6.1M
               | |
| 
                  Oct 16, 2024
                  Q3 2024
                 | 
      Good Life Advisors, LLC
      
   | BUY | - | 33.7K+ 91.25% |                   
                  $388K - $422K
                 |                   
                70.6K
                $815K
               | |
| 
                  Oct 31, 2024
                  Q3 2024
                 | 
      Advisors Management Group Inc 
      
   | BUY | - | 33.4K+ 2.77% |                   
                  $385K - $418K
                 |                   
                1.24M
                $14.3M
               | |
| 
                  Nov 12, 2024
                  Q3 2024
                 | 
      Jones Financial Companies Lllp
      
   | BUY | - | 31.7K+ 51.57% |                   
                  $365K - $396K
                 |                   
                93K
                $1.07M
               | |
| 
                  Nov 12, 2024
                  Q3 2024
                 | 
      Investors Research Corp
      
   | BUY | - | 29.2K+ 8.72% |                   
                  $336K - $365K
                 |                   
                364K
                $4.2M
               | |
| 
                  Oct 04, 2024
                  Q3 2024
                 | 
      Sowell Financial Services LLC
       North Little Rock, AR | BUY | - | 28.3K+ 14.47% |                   
                  $326K - $354K
                 |                   
                224K
                $2.58M
               | |
| 
                  Nov 01, 2024
                  Q3 2024
                 | 
      Field & Main Bank
      
   | BUY | - | 26.3K+ 9.1% |                   
                  $303K - $329K
                 |                   
                315K
                $3.64M
               | |
| 
                  Oct 09, 2024
                  Q3 2024
                 | 
      Albion Financial Group 
      
   | BUY | - | 24.6K+ 26.24% |                   
                  $283K - $308K
                 |                   
                118K
                $1.37M
               | |
| 
                  Nov 13, 2024
                  Q3 2024
                 | 
      Wealthspire Advisors, LLC
       New York, NY | BUY | - | 24.1K+ 25.75% |                   
                  $278K - $302K
                 |                   
                118K
                $1.36M
               | |
| 
                  Nov 01, 2024
                  Q3 2024
                 | 
      Atria Investments LLC
       Charlotte, NC | BUY | - | 23.5K+ 4.3% |                   
                  $270K - $294K
                 |                   
                569K
                $6.57M
               | |
| 
                  Oct 18, 2024
                  Q3 2024
                 | 
      Gries Financial LLC
       Cleveland, OH | BUY | - | 23.4K+ 41.55% |                   
                  $269K - $292K
                 |                   
                79.5K
                $918K
               |