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 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.21K- 4.35% |
$14K - $15.2K
|
26.6K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.27K- 1.68% |
$14.6K - $15.9K
|
74.1K
$859K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.45K- 1.52% |
$16.7K - $18.2K
|
94K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.55K- 3.6% |
$17.8K - $19.4K
|
41.4K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.57K- 0.95% |
$18.1K - $19.6K
|
164K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.57K- 10.01% |
$18.1K - $19.7K
|
14.1K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.61K- 6.12% |
$18.5K - $20.1K
|
24.7K
$286K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.78K- 14.6% |
$20.5K - $22.3K
|
10.4K
$121K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.8K- 0.62% |
$20.7K - $22.5K
|
290K
$3.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.9K- 8.43% |
$21.8K - $23.7K
|
20.6K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.04K- 11.99% |
$23.5K - $25.6K
|
15K
$174K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.31K- 2.3% |
$26.7K - $29K
|
98.3K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-2.33K- 7.39% |
$26.9K - $29.2K
|
29.3K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2.39K- 16.52% |
$27.5K - $29.9K
|
12.1K
$140K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.4K- 5.87% |
$27.7K - $30.1K
|
38.5K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.42K- 0.64% |
$27.9K - $30.3K
|
373K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.43K- 16.2% |
$28K - $30.4K
|
12.6K
$146K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.49K- 1.27% |
$28.7K - $31.2K
|
194K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.52K- 1.93% |
$29K - $31.5K
|
128K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.66K- 7.32% |
$30.6K - $33.3K
|
33.6K
$390K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-2.66K- 10.56% |
$30.6K - $33.3K
|
22.5K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.67K- 7.62% |
$30.7K - $33.4K
|
32.3K
$375K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.74K- 11.6% |
$31.5K - $34.3K
|
20.8K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.84K- 1.88% |
$32.7K - $35.5K
|
148K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.89K- 1.76% |
$33.3K - $36.1K
|
161K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3K- 5.4% |
$34.5K - $37.5K
|
52.5K
$608K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-3K- 5.77% |
$34.6K - $37.6K
|
49K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-3K- 10.35% |
$34.6K - $37.6K
|
26K
$301K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-3K- 21.74% |
$34.6K - $37.6K
|
10.8K
$125K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.13K- 49.39% |
$36.1K - $39.2K
|
3.21K
$37.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.24K- 11.5% |
$37.3K - $40.5K
|
24.9K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.36K- 50.25% |
$38.7K - $42K
|
3.33K
$38.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.38K- 9.86% |
$38.9K - $42.3K
|
30.8K
$358K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-3.41K- 19.41% |
$39.3K - $42.7K
|
14.2K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-3.62K- 0.82% |
$41.7K - $45.3K
|
439K
$5.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.72K- 7.2% |
$42.8K - $46.5K
|
47.9K
$555K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-3.72K- 4.76% |
$42.8K - $46.5K
|
74.4K
$862K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.78K- 4.3% |
$43.6K - $47.3K
|
84.2K
$976K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.78K- 3.48% |
$43.6K - $47.4K
|
105K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-3.84K- 9.24% |
$44.2K - $48K
|
37.7K
$437K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-4.05K- 15.98% |
$46.6K - $50.7K
|
21.3K
$247K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-4.1K- 25.41% |
$47.2K - $51.3K
|
12K
$139K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.22K- 28.44% |
$48.6K - $52.9K
|
10.6K
$123K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-4.53K- 1.54% |
$52.2K - $56.8K
|
291K
$3.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.8K- 18.11% |
$55.3K - $60.1K
|
21.7K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.97K- 16.49% |
$57.2K - $62.2K
|
25.2K
$292K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.98K- 12.3% |
$57.3K - $62.3K
|
35.5K
$411K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5K- 4.82% |
$57.6K - $62.6K
|
98.7K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.22K- 2.66% |
$60.2K - $65.4K
|
191K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.4K- 23.94% |
$62.2K - $67.6K
|
17.1K
$199K
|