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 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-3K- 20.9% |
$34.3K - $37.5K
|
11.4K
$133K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-3.21K- 5.5% |
$36.6K - $40.1K
|
55K
$643K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.36K- 2.14% |
$49.8K - $54.5K
|
199K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-4.68K- 6.3% |
$53.5K - $58.5K
|
69.7K
$815K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-4.7K- 13.07% |
$53.7K - $58.8K
|
31.3K
$366K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-4.8K- 22.55% |
$54.8K - $60K
|
16.5K
$193K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-6.07K- 24.36% |
$69.3K - $75.9K
|
18.8K
$220K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-6.18K- 0.55% |
$70.6K - $77.2K
|
1.11M
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-7.44K- 19.05% |
$85K - $93K
|
31.6K
$370K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.66K- 1.54% |
$87.5K - $95.8K
|
488K
$5.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-7.97K- 4.86% |
$91K - $99.6K
|
156K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11.1K- 85.76% |
$126K - $138K
|
1.84K
$21.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.5K- 61.71% |
$132K - $144K
|
7.15K
$83.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 19.06% |
$132K - $145K
|
49.1K
$575K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-12.8K- 10.84% |
$146K - $160K
|
105K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-18.3K- 11.97% |
$209K - $229K
|
135K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-24.4K- 9.18% |
$278K - $305K
|
241K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-27.2K- 16.92% |
$311K - $340K
|
134K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-28.7K- 9.86% |
$327K - $358K
|
262K
$3.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-52.2K- 26.56% |
$596K - $653K
|
144K
$1.69M
|