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 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-373- 12.59% |
$4.19K - $4.4K
|
2.59K
$28.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-416- 42.75% |
$4.67K - $4.91K
|
557
$6.14K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-418- 1.31% |
$4.69K - $4.93K
|
31.5K
$347K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-500- 6.99% |
$5.61K - $5.9K
|
6.65K
$73.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-577- 1.23% |
$6.47K - $6.81K
|
46.4K
$512K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-628- 4.61% |
$7.05K - $7.41K
|
13K
$143K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-700- 10.93% |
$7.85K - $8.26K
|
5.7K
$62.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-880- 2.99% |
$9.87K - $10.4K
|
28.5K
$315K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-911- 0.85% |
$10.2K - $10.7K
|
106K
$1.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-969- 5.82% |
$10.9K - $11.4K
|
15.7K
$173K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1K- 6.67% |
$11.2K - $11.8K
|
14K
$154K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.06K- 1.39% |
$11.8K - $12.5K
|
74.7K
$824K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.32K- 29.12% |
$14.8K - $15.6K
|
3.21K
$35.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.5K- 7.46% |
$16.8K - $17.7K
|
18.6K
$205K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.52K- 1.44% |
$17.1K - $17.9K
|
104K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.89K- 3.85% |
$21.3K - $22.3K
|
47.3K
$521K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.93K- 2.54% |
$21.7K - $22.8K
|
73.9K
$816K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.68K- 8.48% |
$30.1K - $31.6K
|
28.9K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3K- 0.56% |
$33.7K - $35.4K
|
531K
$5.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-3.16K- 4.53% |
$35.4K - $37.2K
|
66.5K
$734K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.2K- 1.23% |
$35.9K - $37.7K
|
257K
$2.84M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.52K- 74.58% |
$39.5K - $41.5K
|
1.2K
$13.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3.69K- 6.64% |
$41.4K - $43.6K
|
51.9K
$573K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-3.73K- 2.39% |
$41.8K - $44K
|
152K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.65K- 5.42% |
$52.2K - $54.9K
|
81.1K
$895K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-5.16K- 29.66% |
$57.9K - $60.8K
|
12.2K
$135K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-5.31K- 9.65% |
$59.6K - $62.7K
|
49.7K
$548K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.39K- 17.49% |
$60.5K - $63.6K
|
25.4K
$280K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.64K- 4.2% |
$63.2K - $66.5K
|
129K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.65K- 4.52% |
$63.3K - $66.6K
|
119K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.79K- 2.92% |
$64.9K - $68.3K
|
193K
$2.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.93K- 23.18% |
$66.5K - $69.9K
|
19.6K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.09K- 7.03% |
$68.3K - $71.9K
|
80.5K
$888K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.36K- 7.06% |
$71.3K - $75K
|
83.7K
$923K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-6.53K- 14.26% |
$73.2K - $77K
|
39.2K
$433K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-7.48K- 29.85% |
$83.9K - $88.3K
|
17.6K
$194K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7.59K- 23.52% |
$85.1K - $89.5K
|
24.7K
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-7.64K- 1.16% |
$85.7K - $90.1K
|
649K
$7.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.64K- 36.87% |
$85.7K - $90.2K
|
13.1K
$144K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-7.7K- 15.86% |
$86.4K - $90.9K
|
40.9K
$451K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-8.13K- 4.08% |
$91.2K - $95.9K
|
191K
$2.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.37K- 1.88% |
$105K - $111K
|
490K
$5.4M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-11.2K- 67.75% |
$125K - $132K
|
5.32K
$58.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-11.2K- 16.65% |
$125K - $132K
|
55.9K
$617K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-15.6K- 3.53% |
$175K - $184K
|
427K
$4.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-19.2K- 79.91% |
$216K - $227K
|
4.84K
$53.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-20.5K- 15.32% |
$230K - $242K
|
113K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.3K- 4.06% |
$239K - $251K
|
503K
$5.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-22K- 11.75% |
$247K - $260K
|
165K
$1.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-27.6K- 67.55% |
$310K - $326K
|
13.3K
$146K
|