Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.66M+ 15.46% |
$19M - $19.9M
|
12.4M
$143M
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.48MNew |
$16.9M - $17.8M
|
1.48M
$17.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
BUY
|
- |
1.35M+ 4719.24% |
$15.4M - $16.2M
|
1.37M
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
826K+ 2054.13% |
$9.45M - $9.93M
|
866K
$10M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
540K+ 11.73% |
$6.19M - $6.5M
|
5.15M
$59.6M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
526K+ 155.12% |
$6.03M - $6.33M
|
866K
$10M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
462K+ 53.91% |
$5.29M - $5.55M
|
1.32M
$15.3M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
435KNew |
$4.98M - $5.23M
|
435K
$5.04M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
427K+ 83.76% |
$4.89M - $5.13M
|
937K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
368K+ 83.46% |
$4.21M - $4.42M
|
808K
$9.36M
|
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
327KNew |
$3.75M - $3.93M
|
327K
$3.79M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
307K+ 70.3% |
$3.51M - $3.69M
|
743K
$8.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
251KNew |
$2.88M - $3.02M
|
251K
$2.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
220K+ 6.96% |
$2.52M - $2.64M
|
3.38M
$39.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
192K+ 10.44% |
$2.19M - $2.3M
|
2.03M
$23.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
161K+ 149.53% |
$1.85M - $1.94M
|
269K
$3.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
149K+ 50.2% |
$1.71M - $1.79M
|
446K
$5.16M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
143KNew |
$1.64M - $1.72M
|
143K
$1.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
120K+ 11.37% |
$1.38M - $1.45M
|
1.18M
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
115KNew |
$1.32M - $1.39M
|
115K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
108K+ 231.22% |
$1.24M - $1.3M
|
155K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
106KNew |
$1.21M - $1.27M
|
106K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
99.2K+ 29.45% |
$1.14M - $1.19M
|
436K
$5.05M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
95.9KNew |
$1.1M - $1.15M
|
95.9K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
90.2KNew |
$1.03M - $1.08M
|
90.2K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
85.6K+ 19.08% |
$980K - $1.03M
|
534K
$6.19M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
77KNew |
$882K - $925K
|
77K
$892K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
69.7K+ 82.77% |
$798K - $838K
|
154K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
65.3KNew |
$748K - $785K
|
65.3K
$757K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64.4K+ 7.8% |
$737K - $774K
|
889K
$10.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
59.7KNew |
$684K - $718K
|
59.7K
$692K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.6K+ 25.68% |
$683K - $717K
|
292K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57.9K+ 279.58% |
$663K - $696K
|
78.7K
$911K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
52.9K+ 17.52% |
$606K - $636K
|
355K
$4.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
49.1K+ 7.9% |
$563K - $591K
|
671K
$7.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
48.2KNew |
$552K - $579K
|
48.2K
$558K
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
46.8K+ 34.54% |
$536K - $562K
|
182K
$2.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
43K+ 9.84% |
$492K - $517K
|
480K
$5.56M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
40.9KNew |
$469K - $492K
|
40.9K
$474K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
40.9K+ 30.21% |
$468K - $491K
|
176K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
40.5KNew |
$464K - $487K
|
40.5K
$469K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
40.4K+ 22.56% |
$463K - $486K
|
220K
$2.54M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
40.1KNew |
$459K - $482K
|
40.1K
$465K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
40K+ 13.99% |
$458K - $481K
|
326K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
39.1K+ 28.27% |
$448K - $470K
|
178K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.9K+ 4.04% |
$445K - $467K
|
1M
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
37.5K+ 296.91% |
$430K - $451K
|
50.2K
$581K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.5K+ 3.64% |
$429K - $451K
|
1.07M
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.2K+ 1.05% |
$414K - $435K
|
3.48M
$40.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
35.1K+ 9.87% |
$402K - $422K
|
391K
$4.53M
|