Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.1K+ 52.83% |
$12.4K - $13K
|
3.19K
$35.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.08K+ 2.57% |
$12.1K - $12.7K
|
43.2K
$476K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.07K+ 3.41% |
$12K - $12.6K
|
32.3K
$357K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
959New |
$10.8K - $11.3K
|
959
$10.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
889+ 1.27% |
$9.97K - $10.5K
|
70.7K
$780K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
873+ 2.17% |
$9.8K - $10.3K
|
41K
$452K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
783+ 3.48% |
$8.79K - $9.24K
|
23.3K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
668+ 4.04% |
$7.49K - $7.88K
|
17.2K
$190K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
625+ 9.06% |
$7.01K - $7.38K
|
7.53K
$83K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
473+ 1.42% |
$5.31K - $5.58K
|
33.9K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
450+ 1.08% |
$5.05K - $5.31K
|
42.3K
$466K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
330+ 0.74% |
$3.7K - $3.89K
|
44.8K
$495K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
281+ 1.38% |
$3.15K - $3.32K
|
20.6K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
200+ 0.51% |
$2.24K - $2.36K
|
39.8K
$439K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
178+ 0.94% |
$2K - $2.1K
|
19K
$210K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
175+ 1.21% |
$1.96K - $2.07K
|
14.7K
$162K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
172+ 0.95% |
$1.93K - $2.03K
|
18.2K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
160+ 1.48% |
$1.8K - $1.89K
|
11K
$121K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
139+ 1.13% |
$1.56K - $1.64K
|
12.5K
$138K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
132+ 1.27% |
$1.48K - $1.56K
|
10.5K
$116K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
129+ 100.0% |
$1.45K - $1.52K
|
258
$2.85K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
128+ 0.24% |
$1.44K - $1.51K
|
54.5K
$601K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
122+ 0.56% |
$1.37K - $1.44K
|
21.9K
$242K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
116+ 0.54% |
$1.3K - $1.37K
|
21.5K
$237K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
100New |
$1.12K - $1.18K
|
100
$1.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
100+ 33.33% |
$1.12K - $1.18K
|
400
$4.41K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
54+ 0.18% |
$606 - $637
|
30.9K
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
53+ 0.03% |
$595 - $625
|
211K
$2.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
47+ 0.62% |
$527 - $555
|
7.61K
$83.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 0.59% |
$426 - $448
|
6.5K
$71.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 1.49% |
$381 - $401
|
2.31K
$25.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
27+ 0.77% |
$303 - $319
|
3.55K
$39.1K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 1.47% |
$258 - $271
|
1.59K
$17.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2+ 0.02% |
$22.4 - $23.6
|
11.1K
$122K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-20- 0.11% |
$224 - $236
|
17.7K
$196K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-35- 0.08% |
$393 - $413
|
41.9K
$462K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-50- 11.14% |
$561 - $590
|
399
$4.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-68- 0.75% |
$763 - $802
|
8.99K
$99.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-84- 57.93% |
$942 - $991
|
61
$673
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-125- 5.75% |
$1.4K - $1.48K
|
2.05K
$22.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-129- 50.0% |
$1.45K - $1.52K
|
129
$1.42K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-143- 1.34% |
$1.6K - $1.69K
|
10.5K
$116K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-144- 8.22% |
$1.62K - $1.7K
|
1.61K
$17.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-177- 0.72% |
$1.99K - $2.09K
|
24.4K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-190- 0.7% |
$2.13K - $2.24K
|
26.9K
$297K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-210- 3.17% |
$2.36K - $2.48K
|
6.42K
$70.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-216- 0.44% |
$2.42K - $2.55K
|
48.8K
$538K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-340- 2.63% |
$3.81K - $4.01K
|
12.6K
$139K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-348- 1.28% |
$3.9K - $4.11K
|
26.8K
$296K
|