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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.3K+ 41.03% |
$688K - $753K
|
207K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
54.3KNew |
$620K - $679K
|
54.3K
$635K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
47.7K+ 3.84% |
$544K - $596K
|
1.29M
$15.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31.3KNew |
$358K - $391K
|
31.3K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
30.3KNew |
$346K - $379K
|
30.3K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
30.3K+ 5.73% |
$346K - $379K
|
559K
$6.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.9K+ 5.02% |
$272K - $298K
|
499K
$5.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21.7K+ 103.97% |
$248K - $272K
|
42.6K
$498K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.8KNew |
$192K - $210K
|
16.8K
$197K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
16.6KNew |
$190K - $208K
|
16.6K
$194K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
16.4KNew |
$187K - $205K
|
16.4K
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
15.1KNew |
$173K - $189K
|
15.1K
$177K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
15KNew |
$171K - $188K
|
15K
$175K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
14.8K+ 3.38% |
$169K - $185K
|
453K
$5.29M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
11.5K+ 3.96% |
$131K - $143K
|
301K
$3.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
9.61K+ 5.41% |
$110K - $120K
|
187K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.83K+ 7.91% |
$78K - $85.4K
|
93.2K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.84K+ 6.9% |
$66.7K - $73K
|
90.4K
$1.06M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.24K+ 23.34% |
$59.8K - $65.5K
|
27.7K
$324K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.23K+ 26.31% |
$48.3K - $52.9K
|
20.3K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.06K+ 7.38% |
$34.9K - $38.2K
|
44.5K
$520K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.67K+ 11.83% |
$30.5K - $33.3K
|
25.2K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.58K+ 8.35% |
$29.4K - $32.2K
|
33.4K
$391K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.27K+ 6.23% |
$25.9K - $28.4K
|
38.7K
$453K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.09K+ 299.0% |
$23.9K - $26.2K
|
2.79K
$32.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.44K+ 7.02% |
$16.4K - $18K
|
22K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
854+ 0.23% |
$9.75K - $10.7K
|
374K
$4.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
723+ 1.5% |
$8.26K - $9.04K
|
49K
$573K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
300New |
$3.43K - $3.75K
|
300
$3.51K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
272+ 1.14% |
$3.11K - $3.4K
|
24.1K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
268New |
$3.06K - $3.35K
|
268
$3.13K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
255+ 1.5% |
$2.91K - $3.19K
|
17.3K
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
175+ 11.24% |
$2K - $2.19K
|
1.73K
$20.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
171+ 0.96% |
$1.95K - $2.14K
|
18.1K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
166+ 0.96% |
$1.9K - $2.08K
|
17.4K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
90+ 0.73% |
$1.03K - $1.13K
|
12.4K
$144K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
84+ 137.7% |
$959 - $1.05K
|
145
$1.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
75+ 0.27% |
$857 - $938
|
27.9K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
54+ 0.18% |
$617 - $675
|
30.8K
$361K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.2M+ 1064.47% |
$36.9M - $40.1M
|
3.51M
$41M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
1.41MNew |
$16.2M - $17.6M
|
1.41M
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.25MNew |
$14.4M - $15.7M
|
1.25M
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
869K+ 1308.29% |
$10M - $10.9M
|
936K
$10.9M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
747K+ 71.64% |
$8.6M - $9.35M
|
1.79M
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
599K+ 2324.07% |
$6.9M - $7.5M
|
625K
$7.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
553K+ 18430.0% |
$6.37M - $6.92M
|
556K
$6.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
553KNew |
$6.37M - $6.92M
|
553K
$6.46M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
547KNew |
$6.31M - $6.85M
|
547K
$6.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
461K+ 1423.56% |
$5.31M - $5.77M
|
493K
$5.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
323KNew |
$3.72M - $4.04M
|
323K
$3.77M
|
|