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 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
2.2K+ 7.86% |
$24.6K - $25.9K
|
30.1K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.08K+ 44.01% |
$23.3K - $24.5K
|
6.8K
$75.9K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.94K+ 2.58% |
$21.8K - $22.9K
|
77.2K
$862K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$20.9K - $22K
|
1.86K
$20.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.81K+ 1.33% |
$20.3K - $21.3K
|
138K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.8K+ 15.29% |
$20.2K - $21.2K
|
13.6K
$151K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.61K+ 9.33% |
$18.1K - $19K
|
18.9K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.53K+ 2.41% |
$17.1K - $18K
|
64.8K
$724K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.46K+ 5.23% |
$16.3K - $17.2K
|
29.3K
$328K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.43K+ 4.48% |
$16.1K - $16.9K
|
33.4K
$373K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.35K+ 3.82% |
$15.1K - $15.9K
|
36.5K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 0.84% |
$13.9K - $14.6K
|
148K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16K+ 25.47% |
$13K - $13.7K
|
5.72K
$63.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.1K+ 52.83% |
$12.4K - $13K
|
3.19K
$35.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.08K+ 2.57% |
$12.1K - $12.7K
|
43.2K
$482K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.07K+ 3.41% |
$12K - $12.6K
|
32.3K
$361K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.05K+ 6.97% |
$11.7K - $12.3K
|
16K
$179K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.03K+ 0.69% |
$11.5K - $12.1K
|
149K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
959New |
$10.8K - $11.3K
|
959
$10.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
889+ 1.27% |
$9.97K - $10.5K
|
70.7K
$790K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
873+ 2.17% |
$9.8K - $10.3K
|
41K
$458K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
783+ 3.48% |
$8.79K - $9.24K
|
23.3K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
693+ 1.77% |
$7.78K - $8.18K
|
39.8K
$445K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
668+ 4.04% |
$7.49K - $7.88K
|
17.2K
$192K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
625+ 9.06% |
$7.01K - $7.38K
|
7.53K
$84.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
473+ 1.42% |
$5.31K - $5.58K
|
33.9K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
450+ 1.08% |
$5.05K - $5.31K
|
42.3K
$472K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
447New |
$5.02K - $5.27K
|
447
$4.99K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
350+ 0.0% |
$3.93K - $4.13K
|
8.7M
$97.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
330+ 0.74% |
$3.7K - $3.89K
|
44.8K
$501K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
323+ 0.08% |
$3.62K - $3.81K
|
385K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
320New |
$3.59K - $3.78K
|
320
$3.57K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
301+ 8.04% |
$3.38K - $3.55K
|
4.05K
$45.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
281+ 1.38% |
$3.15K - $3.32K
|
20.6K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
241New |
$2.7K - $2.84K
|
241
$2.69K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
200+ 0.51% |
$2.24K - $2.36K
|
39.8K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
200+ 1.05% |
$2.24K - $2.36K
|
19.2K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
188+ 1.55% |
$2.11K - $2.22K
|
12.3K
$137K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
178+ 0.94% |
$2K - $2.1K
|
19K
$212K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
175+ 1.21% |
$1.96K - $2.07K
|
14.7K
$164K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
172+ 0.95% |
$1.93K - $2.03K
|
18.2K
$204K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
160+ 1.48% |
$1.8K - $1.89K
|
11K
$123K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
139+ 1.13% |
$1.56K - $1.64K
|
12.5K
$140K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
132+ 1.27% |
$1.48K - $1.56K
|
10.5K
$118K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
129+ 100.0% |
$1.45K - $1.52K
|
258
$2.88K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
128+ 0.24% |
$1.44K - $1.51K
|
54.5K
$608K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
122+ 0.56% |
$1.37K - $1.44K
|
21.9K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
116+ 0.54% |
$1.3K - $1.37K
|
21.5K
$240K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
100+ 33.33% |
$1.12K - $1.18K
|
400
$4.47K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
100New |
$1.12K - $1.18K
|
100
$1.12K
|