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 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18.2K+ 42.67% |
$204K - $215K
|
60.8K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
18KNew |
$202K - $212K
|
18K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.8K+ 8.61% |
$200K - $210K
|
225K
$2.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
17.5K+ 3.38% |
$196K - $206K
|
534K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
17.4KNew |
$196K - $206K
|
17.4K
$195K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
17.2K+ 10.68% |
$193K - $203K
|
178K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
17.2KNew |
$193K - $203K
|
17.2K
$192K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.6KNew |
$176K - $185K
|
15.6K
$175K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.5K+ 134.4% |
$174K - $183K
|
27K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
15.4KNew |
$173K - $182K
|
15.4K
$172K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
14.8KNew |
$166K - $175K
|
14.8K
$166K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.4KNew |
$162K - $170K
|
14.4K
$161K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
14K+ 41.65% |
$157K - $165K
|
47.6K
$532K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13.9K+ 3.06% |
$156K - $164K
|
467K
$5.21M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.1KNew |
$147K - $154K
|
13.1K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.8KNew |
$143K - $151K
|
12.8K
$143K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.6KNew |
$141K - $149K
|
12.6K
$141K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.5KNew |
$141K - $148K
|
12.5K
$140K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.4K+ 32.88% |
$139K - $146K
|
50K
$558K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11.8KNew |
$132K - $139K
|
11.8K
$131K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.8KNew |
$121K - $128K
|
10.8K
$121K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
10.7K+ 11.82% |
$120K - $126K
|
101K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
10.5K+ 69.52% |
$118K - $124K
|
25.7K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.1K+ 1.97% |
$113K - $119K
|
522K
$5.83M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.5K+ 15.97% |
$107K - $112K
|
69K
$770K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.26K+ 1.42% |
$104K - $109K
|
660K
$7.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.83K+ 16.14% |
$99.1K - $104K
|
63.5K
$710K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.44K+ 13.91% |
$94.7K - $99.6K
|
69.1K
$772K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
7.92K+ 3.9% |
$88.8K - $93.4K
|
211K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
7.87K+ 1.18% |
$88.2K - $92.8K
|
676K
$7.55M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.8K+ 6.79% |
$87.5K - $92.1K
|
123K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
7.56K+ 382.53% |
$84.8K - $89.1K
|
9.53K
$106K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
6K+ 60.0% |
$67.3K - $70.8K
|
16K
$179K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5.43K+ 21.53% |
$60.9K - $64K
|
30.6K
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.13K+ 9.86% |
$57.6K - $60.5K
|
57.2K
$638K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.61K+ 1.17% |
$51.7K - $54.4K
|
400K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.09K+ 2.86% |
$45.8K - $48.2K
|
147K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.97K+ 0.91% |
$44.5K - $46.8K
|
439K
$4.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.87K+ 2.13% |
$43.5K - $45.7K
|
186K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.86KNew |
$43.3K - $45.5K
|
3.86K
$43.1K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.67K+ 18.06% |
$41.2K - $43.4K
|
24K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.49K+ 2.85% |
$39.1K - $41.1K
|
126K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.4K+ 5.0% |
$38.1K - $40.1K
|
71.4K
$798K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.39K+ 11.17% |
$38K - $40K
|
33.7K
$376K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.98K+ 1.57% |
$33.4K - $35.1K
|
193K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.87K+ 5.8% |
$32.2K - $33.9K
|
52.4K
$585K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.7K+ 20.61% |
$30.3K - $31.9K
|
15.8K
$176K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
2.64K+ 1.01% |
$29.6K - $31.1K
|
265K
$2.96M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.56K+ 8.17% |
$28.7K - $30.2K
|
33.9K
$378K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.29K+ 8.58% |
$25.7K - $27.1K
|
29K
$324K
|