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 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
556New |
$6.37K - $6.68K
|
556
$6.44K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
500New |
$5.73K - $6.01K
|
500
$5.79K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
500New |
$5.73K - $6.01K
|
500
$5.79K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
465+ 4.52% |
$5.32K - $5.59K
|
10.7K
$124K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
450+ 0.8% |
$5.15K - $5.41K
|
56.4K
$653K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
417New |
$4.77K - $5.01K
|
417
$4.83K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
407+ 0.5% |
$4.66K - $4.89K
|
81.4K
$942K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
403+ 1.19% |
$4.61K - $4.84K
|
34.4K
$398K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
400+ 35.34% |
$4.58K - $4.81K
|
1.53K
$17.7K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
382+ 17.58% |
$4.37K - $4.59K
|
2.56K
$29.6K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
369+ 0.42% |
$4.23K - $4.44K
|
88.3K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
360New |
$4.12K - $4.33K
|
360
$4.17K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
332New |
$3.8K - $3.99K
|
332
$3.84K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
291+ 0.54% |
$3.33K - $3.5K
|
54.4K
$630K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
254+ 16.57% |
$2.91K - $3.05K
|
1.79K
$20.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
250+ 2.46% |
$2.86K - $3.01K
|
10.4K
$120K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
238+ 0.83% |
$2.73K - $2.86K
|
28.8K
$333K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
210+ 1.08% |
$2.4K - $2.52K
|
19.7K
$228K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
187+ 0.42% |
$2.14K - $2.25K
|
44.9K
$519K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
184+ 1.45% |
$2.11K - $2.21K
|
12.9K
$149K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
181+ 0.74% |
$2.07K - $2.18K
|
24.5K
$284K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
179+ 1.03% |
$2.05K - $2.15K
|
17.5K
$203K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
172+ 0.95% |
$1.97K - $2.07K
|
18.2K
$211K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
171+ 1.12% |
$1.96K - $2.06K
|
15.5K
$179K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
156+ 1.46% |
$1.79K - $1.88K
|
10.8K
$125K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
146New |
$1.67K - $1.75K
|
146
$1.69K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
128+ 0.54% |
$1.47K - $1.54K
|
23.8K
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
125+ 0.31% |
$1.43K - $1.5K
|
41K
$475K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
123+ 0.82% |
$1.41K - $1.48K
|
15K
$174K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
104+ 0.6% |
$1.19K - $1.25K
|
17.5K
$202K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
86New |
$985 - $1.03K
|
86
$996
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
86+ 0.56% |
$985 - $1.03K
|
15.5K
$180K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
75New |
$859 - $902
|
75
$869
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
63+ 0.4% |
$721 - $757
|
15.7K
$182K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
51+ 0.33% |
$584 - $613
|
15.3K
$177K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
51+ 0.2% |
$584 - $613
|
26K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 86.21% |
$573 - $601
|
108
$1.25K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
48+ 0.31% |
$550 - $577
|
15.6K
$180K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$481 - $505
|
42
$486
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
41+ 1.43% |
$469 - $493
|
2.91K
$33.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
40+ 0.4% |
$458 - $481
|
10.2K
$118K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
37+ 0.12% |
$424 - $445
|
31.5K
$365K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
34+ 0.07% |
$389 - $409
|
51.7K
$599K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
32+ 6.08% |
$366 - $385
|
558
$6.46K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 1.11% |
$355 - $373
|
2.83K
$32.8K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
30+ 34.48% |
$344 - $361
|
117
$1.35K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
24+ 0.65% |
$275 - $288
|
3.69K
$42.8K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13New |
$149 - $156
|
13
$151
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 0.24% |
$80.1 - $84.1
|
2.88K
$33.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.09% |
$68.7 - $72.1
|
6.77K
$78.4K
|