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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
92New |
$1.03K - $1.09K
|
92
$1.03K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
65+ 0.19% |
$729 - $767
|
34.3K
$383K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
60New |
$673 - $708
|
60
$670
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
54+ 0.18% |
$606 - $637
|
30.9K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
53+ 0.03% |
$595 - $625
|
211K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
49+ 0.4% |
$550 - $578
|
12.2K
$136K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
47+ 0.62% |
$527 - $555
|
7.61K
$85K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
43+ 1.08% |
$482 - $507
|
4.04K
$45.1K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
42+ 0.15% |
$471 - $496
|
27.3K
$305K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 0.59% |
$426 - $448
|
6.5K
$72.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 1.49% |
$381 - $401
|
2.31K
$25.8K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
31+ 0.19% |
$348 - $366
|
16.7K
$186K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
31+ 1.22% |
$348 - $366
|
2.58K
$28.8K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
28+ 1.44% |
$314 - $330
|
1.97K
$22K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
27+ 0.77% |
$303 - $319
|
3.55K
$39.6K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26+ 1.51% |
$292 - $307
|
1.75K
$19.6K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 1.47% |
$258 - $271
|
1.59K
$17.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2+ 0.02% |
$22.4 - $23.6
|
11.1K
$124K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.08% |
$11.2 - $11.8
|
94
$1.05K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1+ 0.01% |
$11.2 - $11.8
|
11.2K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-17- 18.48% |
$191 - $201
|
75
$838
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-20- 0.11% |
$224 - $236
|
17.7K
$198K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-26- 0.23% |
$292 - $307
|
11.1K
$124K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-35- 0.08% |
$393 - $413
|
41.9K
$468K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-39- 0.52% |
$438 - $460
|
7.51K
$83.9K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-40- 0.72% |
$449 - $472
|
5.5K
$61.4K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-50- 11.14% |
$561 - $590
|
399
$4.46K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-68- 0.75% |
$763 - $802
|
8.99K
$100K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-84- 57.93% |
$942 - $991
|
61
$681
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-86- 31.73% |
$965 - $1.01K
|
185
$2.07K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-125- 5.75% |
$1.4K - $1.48K
|
2.05K
$22.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-129- 50.0% |
$1.45K - $1.52K
|
129
$1.44K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-131- 0.35% |
$1.47K - $1.55K
|
37.7K
$421K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-143- 1.34% |
$1.6K - $1.69K
|
10.5K
$117K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-144- 8.22% |
$1.62K - $1.7K
|
1.61K
$18K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-177- 0.72% |
$1.99K - $2.09K
|
24.4K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-190- 0.7% |
$2.13K - $2.24K
|
26.9K
$301K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-210- 3.17% |
$2.36K - $2.48K
|
6.42K
$71.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-216- 0.44% |
$2.42K - $2.55K
|
48.8K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-233- 0.75% |
$2.61K - $2.75K
|
30.9K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-247- 1.96% |
$2.77K - $2.91K
|
12.4K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-323- 1.88% |
$3.62K - $3.81K
|
16.8K
$188K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-340- 2.63% |
$3.81K - $4.01K
|
12.6K
$141K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-348- 1.28% |
$3.9K - $4.11K
|
26.8K
$300K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-373- 12.59% |
$4.19K - $4.4K
|
2.59K
$28.9K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-406- 3.44% |
$4.56K - $4.79K
|
11.4K
$127K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-416- 42.75% |
$4.67K - $4.91K
|
557
$6.22K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-418- 1.31% |
$4.69K - $4.93K
|
31.5K
$352K
|