Latest Institutional Purchases of Invesco ETF Tr Ii Pfd ETF (PGX)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Pfd ETF (PGX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
241K+ 20.9% |
$2.7M - $2.84M
|
1.39M
$15.4M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
118K+ 4.71% |
$1.33M - $1.4M
|
2.63M
$29M
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
113KNew |
$1.27M - $1.33M
|
113K
$1.24M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
100KNew |
$1.12M - $1.18M
|
100K
$1.1M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62K+ 12.7% |
$696K - $732K
|
550K
$6.07M
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
59.7K+ 56.62% |
$670K - $705K
|
165K
$1.82M
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
56.2K+ 10.06% |
$631K - $664K
|
615K
$6.79M
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
49KNew |
$549K - $578K
|
49K
$540K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
48K+ 12.12% |
$538K - $566K
|
444K
$4.9M
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
43.8KNew |
$491K - $517K
|
43.8K
$483K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
41.5K+ 304.35% |
$465K - $489K
|
55.1K
$608K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
35.2K+ 110046.88% |
$395K - $416K
|
35.2K
$389K
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
28.7K+ 7.85% |
$322K - $339K
|
394K
$4.35M
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
27.4K+ 12.33% |
$308K - $323K
|
250K
$2.76M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
27.3K+ 32.6% |
$306K - $322K
|
111K
$1.22M
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
26.5K+ 124.71% |
$297K - $313K
|
47.8K
$527K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.3K+ 1730.74% |
$284K - $299K
|
26.8K
$296K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.8KNew |
$267K - $281K
|
23.8K
$263K
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
22.4KNew |
$251K - $264K
|
22.4K
$247K
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
21.5KNew |
$241K - $253K
|
21.5K
$237K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.4K+ 68.71% |
$218K - $229K
|
47.6K
$525K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18.2K+ 42.67% |
$204K - $215K
|
60.8K
$671K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.8K+ 8.61% |
$200K - $210K
|
225K
$2.48M
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
17.5K+ 3.38% |
$196K - $206K
|
534K
$5.89M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.6KNew |
$176K - $185K
|
15.6K
$173K
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
14.8KNew |
$166K - $175K
|
14.8K
$164K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13.9K+ 3.06% |
$156K - $164K
|
467K
$5.15M
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.6KNew |
$141K - $149K
|
12.6K
$139K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11.8KNew |
$132K - $139K
|
11.8K
$130K
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
10.7K+ 11.82% |
$120K - $126K
|
101K
$1.12M
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
10.5K+ 69.52% |
$118K - $124K
|
25.7K
$283K
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.83K+ 16.14% |
$99.1K - $104K
|
63.5K
$701K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.44K+ 13.91% |
$94.7K - $99.6K
|
69.1K
$762K
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
7.92K+ 3.9% |
$88.8K - $93.4K
|
211K
$2.32M
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
7.87K+ 1.18% |
$88.2K - $92.8K
|
676K
$7.45M
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
7.56K+ 382.53% |
$84.8K - $89.1K
|
9.53K
$105K
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.13K+ 9.86% |
$57.6K - $60.5K
|
57.2K
$630K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.87K+ 2.13% |
$43.5K - $45.7K
|
186K
$2.05M
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.39K+ 11.17% |
$38K - $40K
|
33.7K
$372K
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
2.64K+ 1.01% |
$29.6K - $31.1K
|
265K
$2.92M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.56K+ 8.17% |
$28.7K - $30.2K
|
33.9K
$374K
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
2.2K+ 7.86% |
$24.6K - $25.9K
|
30.1K
$332K
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.94K+ 2.58% |
$21.8K - $22.9K
|
77.2K
$851K
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$20.9K - $22K
|
1.86K
$20.5K
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.81K+ 1.33% |
$20.3K - $21.3K
|
138K
$1.52M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.61K+ 9.33% |
$18.1K - $19K
|
18.9K
$208K
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.53K+ 2.41% |
$17.1K - $18K
|
64.8K
$715K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.46K+ 5.23% |
$16.3K - $17.2K
|
29.3K
$324K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.43K+ 4.48% |
$16.1K - $16.9K
|
33.4K
$368K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.1K+ 52.83% |
$12.4K - $13K
|
3.19K
$35.2K
|