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 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-37.8K- 40.54% |
$424K - $446K
|
55.4K
$611K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-59.8K- 24.76% |
$671K - $706K
|
182K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-72.6K- 7.9% |
$814K - $856K
|
846K
$9.33M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-75.8K- 25.15% |
$850K - $894K
|
225K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-91.4K- 52.27% |
$1.03M - $1.08M
|
83.5K
$921K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-117K- 80.95% |
$1.31M - $1.38M
|
27.5K
$303K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-141K- 14.83% |
$1.58M - $1.67M
|
811K
$8.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-144K- 76.88% |
$1.61M - $1.7M
|
43.2K
$477K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-152K- 65.51% |
$1.7M - $1.79M
|
79.8K
$880K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-296K- 90.96% |
$3.32M - $3.49M
|
29.4K
$324K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-360K- 91.09% |
$4.04M - $4.25M
|
35.2K
$389K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-365K- 73.56% |
$4.09M - $4.3M
|
131K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-666K- 92.85% |
$7.48M - $7.86M
|
51.3K
$566K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.01M- 90.89% |
$11.4M - $11.9M
|
101K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-1.27M- 98.76% |
$14.3M - $15M
|
15.9K
$176K
|
|
|
Apr 28, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.14M- 37.01% |
$24M - $25.2M
|
3.64M
$40.1M
|