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 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.45K+ 7.98% |
$96.7K - $102K
|
114K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
8.23K+ 1936.47% |
$94.2K - $98.9K
|
8.66K
$100K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
7.92KNew |
$90.7K - $95.2K
|
7.92K
$91.7K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.86K+ 0.86% |
$90K - $94.5K
|
927K
$10.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
7.66K+ 8.67% |
$87.7K - $92.1K
|
96K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
6.96KNew |
$79.6K - $83.6K
|
6.96K
$80.6K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.86K+ 3.42% |
$78.6K - $82.5K
|
207K
$2.4M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.77K+ 17.42% |
$77.5K - $81.3K
|
45.6K
$528K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.47K+ 3.61% |
$74.1K - $77.8K
|
186K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.02K+ 33.12% |
$68.9K - $72.3K
|
24.2K
$280K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.88K+ 23.43% |
$67.3K - $70.6K
|
30.9K
$358K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.55K+ 5.85% |
$63.6K - $66.7K
|
100K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.51K+ 2.61% |
$63.1K - $66.2K
|
217K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.49K+ 5.95% |
$62.9K - $66K
|
97.8K
$1.13M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.08K+ 1.83% |
$58.2K - $61K
|
283K
$3.28M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.71K+ 22.7% |
$54K - $56.6K
|
25.5K
$295K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.84KNew |
$44K - $46.2K
|
3.84K
$44.5K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.56K+ 48.93% |
$40.8K - $42.8K
|
10.8K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.55K+ 8.12% |
$40.7K - $42.7K
|
47.3K
$547K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3.5K+ 63.64% |
$40.1K - $42.1K
|
9K
$104K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.2K+ 9.27% |
$36.6K - $38.5K
|
37.7K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
3KNew |
$34.4K - $36.1K
|
3K
$34.7K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.67K+ 9.77% |
$30.6K - $32.1K
|
30K
$348K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.49K+ 2.32% |
$28.5K - $29.9K
|
110K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.15K+ 0.5% |
$24.6K - $25.8K
|
435K
$5.04M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.11K+ 8.9% |
$24.1K - $25.3K
|
25.8K
$298K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.04K+ 59.01% |
$23.4K - $24.5K
|
5.5K
$63.7K
|
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
2K+ 2.74% |
$22.9K - $24K
|
75K
$869K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2K+ 11.43% |
$22.9K - $24K
|
19.5K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2K+ 96.25% |
$22.9K - $24K
|
4.08K
$47.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$21.3K - $22.4K
|
1.86K
$21.6K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.81K+ 3.03% |
$20.7K - $21.7K
|
61.4K
$711K
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.72K+ 4.9% |
$19.6K - $20.6K
|
36.7K
$425K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1.7K+ 13.03% |
$19.5K - $20.4K
|
14.8K
$171K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.65K+ 5.28% |
$18.9K - $19.8K
|
32.9K
$381K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.62KNew |
$18.5K - $19.4K
|
1.62K
$18.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 5.82% |
$16.8K - $17.6K
|
26.6K
$308K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.4K+ 3.34% |
$16.1K - $16.9K
|
43.4K
$503K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.34KNew |
$15.3K - $16.1K
|
1.34K
$15.5K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.32K+ 0.26% |
$15.1K - $15.8K
|
500K
$5.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.14K+ 5.24% |
$13.1K - $13.7K
|
22.9K
$265K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.08K+ 4.83% |
$12.4K - $13K
|
23.5K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1K+ 1.89% |
$11.5K - $12K
|
54K
$625K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
779+ 1.03% |
$8.92K - $9.36K
|
76.4K
$884K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
753+ 1.44% |
$8.62K - $9.05K
|
52.9K
$613K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
743New |
$8.51K - $8.93K
|
743
$8.6K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
718+ 1.33% |
$8.22K - $8.63K
|
54.9K
$635K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
703+ 0.75% |
$8.05K - $8.45K
|
94.1K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
635+ 0.89% |
$7.27K - $7.63K
|
72.1K
$835K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
628+ 1.97% |
$7.19K - $7.55K
|
32.5K
$376K
|