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 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-446- 0.52% |
$5K - $5.26K
|
86K
$960K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-500- 6.99% |
$5.61K - $5.9K
|
6.65K
$74.3K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-554- 0.92% |
$6.22K - $6.54K
|
59.8K
$668K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-577- 1.23% |
$6.47K - $6.81K
|
46.4K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-588- 4.97% |
$6.6K - $6.94K
|
11.3K
$126K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-589- 5.04% |
$6.61K - $6.95K
|
11.1K
$124K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-625- 2.36% |
$7.01K - $7.38K
|
25.9K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-628- 4.61% |
$7.05K - $7.41K
|
13K
$145K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-700- 10.93% |
$7.85K - $8.26K
|
5.7K
$63.7K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-725- 1.21% |
$8.13K - $8.56K
|
59.3K
$662K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-753- 6.65% |
$8.45K - $8.89K
|
10.6K
$118K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-774- 0.12% |
$8.68K - $9.13K
|
620K
$6.92M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-801- 1.34% |
$8.99K - $9.45K
|
58.9K
$658K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-812- 5.09% |
$9.11K - $9.58K
|
15.1K
$169K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-880- 2.99% |
$9.87K - $10.4K
|
28.5K
$319K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-911- 0.85% |
$10.2K - $10.7K
|
106K
$1.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-969- 5.82% |
$10.9K - $11.4K
|
15.7K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-999- 12.73% |
$11.2K - $11.8K
|
6.85K
$76.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1K- 6.67% |
$11.2K - $11.8K
|
14K
$156K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1K- 4.1% |
$11.2K - $11.8K
|
23.4K
$261K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.06K- 1.39% |
$11.8K - $12.5K
|
74.7K
$834K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.13K- 28.01% |
$12.7K - $13.3K
|
2.9K
$32.4K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.29K- 2.22% |
$14.5K - $15.3K
|
57K
$637K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.32K- 29.12% |
$14.8K - $15.6K
|
3.21K
$35.9K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.33K- 39.85% |
$14.9K - $15.6K
|
2K
$22.3K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.44K- 2.61% |
$16.1K - $16.9K
|
53.6K
$599K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.5K- 7.46% |
$16.8K - $17.7K
|
18.6K
$208K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.52K- 1.44% |
$17.1K - $17.9K
|
104K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.59K- 0.78% |
$17.8K - $18.8K
|
202K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.84K- 46.7% |
$20.6K - $21.7K
|
2.1K
$23.5K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.84K- 13.99% |
$20.7K - $21.7K
|
11.3K
$127K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.86K- 4.68% |
$20.9K - $21.9K
|
37.8K
$423K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.87K- 7.57% |
$21K - $22.1K
|
22.9K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.89K- 3.85% |
$21.3K - $22.3K
|
47.3K
$528K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.93K- 2.54% |
$21.7K - $22.8K
|
73.9K
$826K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.95K- 1.34% |
$21.9K - $23K
|
144K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.68K- 8.48% |
$30.1K - $31.6K
|
28.9K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.9K- 13.19% |
$32.5K - $34.2K
|
19.1K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.99K- 17.31% |
$33.6K - $35.3K
|
14.3K
$160K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3K- 0.56% |
$33.7K - $35.4K
|
531K
$5.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-3.16K- 4.53% |
$35.4K - $37.2K
|
66.5K
$743K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.2K- 1.23% |
$35.9K - $37.7K
|
257K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.44K- 17.65% |
$38.6K - $40.6K
|
16.1K
$179K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-3.5K- 7.09% |
$39.3K - $41.3K
|
45.9K
$513K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-3.5K- 21.15% |
$39.3K - $41.3K
|
13.1K
$146K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.52K- 74.58% |
$39.5K - $41.5K
|
1.2K
$13.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3.69K- 6.64% |
$41.4K - $43.6K
|
51.9K
$580K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-3.73K- 2.39% |
$41.8K - $44K
|
152K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-3.91K- 8.53% |
$43.9K - $46.1K
|
41.9K
$468K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-4.02K- 12.29% |
$45.1K - $47.4K
|
28.7K
$320K
|