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 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.13K- 7.07% |
$24.3K - $26.6K
|
27.9K
$323K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.5K- 0.47% |
$28.5K - $31.2K
|
534K
$6.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-2.5K- 11.06% |
$28.6K - $31.3K
|
20.1K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.61K- 18.44% |
$29.8K - $32.6K
|
11.5K
$133K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-2.74K- 9.84% |
$31.2K - $34.2K
|
25.1K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.81K- 20.24% |
$32.1K - $35.1K
|
11.1K
$128K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-2.82K- 19.94% |
$32.2K - $35.3K
|
11.3K
$131K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.9K- 8.99% |
$33.2K - $36.3K
|
29.4K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-3K- 20.9% |
$34.3K - $37.5K
|
11.4K
$131K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-3.21K- 5.5% |
$36.6K - $40.1K
|
55K
$636K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.36K- 2.14% |
$49.8K - $54.5K
|
199K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-4.68K- 6.3% |
$53.5K - $58.5K
|
69.7K
$805K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-4.7K- 13.07% |
$53.7K - $58.8K
|
31.3K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-4.8K- 22.55% |
$54.8K - $60K
|
16.5K
$190K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.61K- 27.2% |
$64K - $70.1K
|
15K
$173K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-6.07K- 24.36% |
$69.3K - $75.9K
|
18.8K
$218K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-6.18K- 0.55% |
$70.6K - $77.2K
|
1.11M
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-7.07K- 10.81% |
$80.7K - $88.3K
|
58.3K
$673K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-7.44K- 19.05% |
$85K - $93K
|
31.6K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.66K- 1.54% |
$87.5K - $95.8K
|
488K
$5.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-7.97K- 4.86% |
$91K - $99.6K
|
156K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.23K- 8.76% |
$94K - $103K
|
85.8K
$990K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.71K- 8.82% |
$99.5K - $109K
|
90K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-10.6K- 18.85% |
$121K - $133K
|
45.8K
$529K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11.1K- 85.76% |
$126K - $138K
|
1.84K
$21.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.5K- 61.71% |
$132K - $144K
|
7.15K
$82.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 19.06% |
$132K - $145K
|
49.1K
$568K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-11.8K- 17.52% |
$135K - $148K
|
55.6K
$642K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-12.5K- 4.92% |
$143K - $156K
|
242K
$2.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-12.8K- 10.84% |
$146K - $160K
|
105K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-18.3K- 11.97% |
$209K - $229K
|
135K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18.4K- 9.19% |
$210K - $230K
|
182K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-21.1K- 50.82% |
$241K - $264K
|
20.4K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-22.3K- 57.26% |
$255K - $279K
|
16.7K
$192K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-22.4K- 4.81% |
$255K - $279K
|
443K
$5.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-22.6K- 56.79% |
$258K - $282K
|
17.2K
$199K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-24.4K- 9.18% |
$278K - $305K
|
241K
$2.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-24.5K- 4.03% |
$279K - $306K
|
582K
$6.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-25K- 7.14% |
$286K - $313K
|
325K
$3.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-27.2K- 16.92% |
$311K - $340K
|
134K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27.6K- 18.52% |
$315K - $345K
|
121K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-28.7K- 9.86% |
$327K - $358K
|
262K
$3.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34.3K- 99.91% |
$392K - $429K
|
32
$370
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-48.2K- 58.94% |
$551K - $603K
|
33.6K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-52.2K- 26.56% |
$596K - $653K
|
144K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-59.5K- 44.0% |
$679K - $744K
|
75.7K
$875K
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-135K- 41.95% |
$1.54M - $1.69M
|
187K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.08M- 30.07% |
$12.3M - $13.5M
|
2.51M
$29M
|