Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.27M+ 64.66% |
$25.9M - $28.3M
|
5.77M
$66.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
718KNew |
$8.19M - $8.97M
|
718K
$8.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
136KNew |
$1.55M - $1.7M
|
136K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
134KNew |
$1.53M - $1.68M
|
134K
$1.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.3K+ 41.03% |
$688K - $753K
|
207K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
54.3KNew |
$620K - $679K
|
54.3K
$627K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
50.3K+ 15.94% |
$574K - $628K
|
366K
$4.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
47.7K+ 3.84% |
$544K - $596K
|
1.29M
$14.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
39.6KNew |
$452K - $495K
|
39.6K
$457K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31.3KNew |
$358K - $391K
|
31.3K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
30.3KNew |
$346K - $379K
|
30.3K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
30.3K+ 5.73% |
$346K - $379K
|
559K
$6.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
25.9K+ 4.73% |
$296K - $324K
|
573K
$6.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.9K+ 5.02% |
$272K - $298K
|
499K
$5.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
21.8K+ 45.95% |
$249K - $272K
|
69.2K
$799K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21.7K+ 103.97% |
$248K - $272K
|
42.6K
$492K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20.2K+ 50.21% |
$230K - $252K
|
60.3K
$697K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.3K+ 48.65% |
$197K - $216K
|
52.7K
$609K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.8KNew |
$192K - $210K
|
16.8K
$194K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
16.6KNew |
$190K - $208K
|
16.6K
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
16.4KNew |
$187K - $205K
|
16.4K
$189K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.7K+ 32.16% |
$180K - $197K
|
64.6K
$746K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
15.1KNew |
$173K - $189K
|
15.1K
$175K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
15KNew |
$171K - $188K
|
15K
$173K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
14.8K+ 3.38% |
$169K - $185K
|
453K
$5.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
13.7K+ 25.72% |
$157K - $172K
|
67.1K
$775K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.6KNew |
$156K - $170K
|
13.6K
$157K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
11.5K+ 3.96% |
$131K - $143K
|
301K
$3.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
9.61K+ 5.41% |
$110K - $120K
|
187K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9K+ 45.51% |
$103K - $113K
|
28.8K
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
7.68K+ 3.93% |
$87.7K - $96K
|
203K
$2.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.83K+ 7.91% |
$78K - $85.4K
|
93.2K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.54K+ 30.12% |
$74.6K - $81.7K
|
28.2K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.84K+ 6.9% |
$66.7K - $73K
|
90.4K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.36K+ 9.69% |
$61.2K - $67K
|
60.7K
$701K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.24K+ 23.34% |
$59.8K - $65.5K
|
27.7K
$320K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
4.4K+ 11.67% |
$50.2K - $55K
|
42.1K
$486K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.23K+ 26.31% |
$48.3K - $52.9K
|
20.3K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.52KNew |
$40.2K - $44K
|
3.52K
$40.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.48K+ 5.81% |
$39.7K - $43.5K
|
63.3K
$731K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
3.08KNew |
$35.2K - $38.5K
|
3.08K
$35.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.06K+ 7.38% |
$34.9K - $38.2K
|
44.5K
$514K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.67K+ 11.83% |
$30.5K - $33.3K
|
25.2K
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.58K+ 8.35% |
$29.4K - $32.2K
|
33.4K
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.27K+ 6.23% |
$25.9K - $28.4K
|
38.7K
$447K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.09K+ 299.0% |
$23.9K - $26.2K
|
2.79K
$32.3K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.72K+ 2.32% |
$19.7K - $21.5K
|
75.9K
$876K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.44K+ 7.02% |
$16.4K - $18K
|
22K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
854+ 0.23% |
$9.75K - $10.7K
|
374K
$4.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
725+ 10.74% |
$8.28K - $9.06K
|
7.47K
$86.3K
|