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 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-4.2K- 20.0% |
$47.1K - $49.6K
|
16.8K
$188K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-4.25K- 16.48% |
$47.7K - $50.2K
|
21.5K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.65K- 5.42% |
$52.2K - $54.9K
|
81.1K
$906K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.93K- 3.16% |
$55.3K - $58.2K
|
151K
$1.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-5.16K- 29.66% |
$57.9K - $60.8K
|
12.2K
$137K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.19K- 9.73% |
$58.2K - $61.2K
|
48.2K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.25K- 14.43% |
$58.8K - $61.9K
|
31.1K
$347K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-5.31K- 9.65% |
$59.6K - $62.7K
|
49.7K
$555K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.39K- 17.49% |
$60.5K - $63.6K
|
25.4K
$284K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.64K- 4.2% |
$63.2K - $66.5K
|
129K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.65K- 4.52% |
$63.3K - $66.6K
|
119K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-5.66K- 3.75% |
$63.5K - $66.8K
|
145K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.79K- 2.92% |
$64.9K - $68.3K
|
193K
$2.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.93K- 23.18% |
$66.5K - $69.9K
|
19.6K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.09K- 7.03% |
$68.3K - $71.9K
|
80.5K
$899K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.18K- 17.5% |
$69.4K - $73K
|
29.1K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.36K- 7.06% |
$71.3K - $75K
|
83.7K
$935K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-6.53K- 14.26% |
$73.2K - $77K
|
39.2K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.48K- 4.11% |
$83.9K - $88.2K
|
174K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-7.48K- 29.85% |
$83.9K - $88.3K
|
17.6K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-7.57K- 7.17% |
$84.9K - $89.3K
|
98K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7.59K- 23.52% |
$85.1K - $89.5K
|
24.7K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-7.64K- 1.16% |
$85.7K - $90.1K
|
649K
$7.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.64K- 36.87% |
$85.7K - $90.2K
|
13.1K
$146K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-7.7K- 15.86% |
$86.4K - $90.9K
|
40.9K
$456K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-8.13K- 4.08% |
$91.2K - $95.9K
|
191K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.44K- 7.07% |
$94.7K - $99.6K
|
111K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.21K- 35.56% |
$103K - $109K
|
16.7K
$186K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-9.25K- 6.98% |
$104K - $109K
|
123K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.37K- 1.88% |
$105K - $111K
|
490K
$5.47M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.95K- 11.47% |
$112K - $117K
|
76.8K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.8K- 44.38% |
$121K - $127K
|
13.5K
$151K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-11.2K- 67.75% |
$125K - $132K
|
5.32K
$59.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-11.2K- 16.65% |
$125K - $132K
|
55.9K
$625K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.3K- 28.79% |
$138K - $145K
|
30.4K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-12.6K- 51.29% |
$141K - $148K
|
11.9K
$133K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-12.7K- 11.95% |
$143K - $150K
|
93.7K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-15.6K- 3.53% |
$175K - $184K
|
427K
$4.77M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-17K- 59.79% |
$191K - $201K
|
11.4K
$128K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-19.2K- 79.91% |
$216K - $227K
|
4.84K
$54K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.4K- 11.51% |
$218K - $229K
|
150K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-20.5K- 15.32% |
$230K - $242K
|
113K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.3K- 4.06% |
$239K - $251K
|
503K
$5.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-22K- 11.75% |
$247K - $260K
|
165K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23.1K- 3.12% |
$259K - $272K
|
716K
$8M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-24.8K- 31.06% |
$278K - $293K
|
55.1K
$615K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25K- 6.22% |
$280K - $295K
|
376K
$4.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.4K- 1.82% |
$296K - $311K
|
1.42M
$15.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-27.6K- 67.55% |
$310K - $326K
|
13.3K
$148K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-27.8K- 4.56% |
$312K - $328K
|
581K
$6.49M
|