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 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-30.5K- 3.45% |
$343K - $360K
|
855K
$9.55M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-33.3K- 26.26% |
$374K - $393K
|
93.6K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-36.7K- 46.72% |
$412K - $434K
|
41.9K
$468K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-37.6K- 54.37% |
$422K - $444K
|
31.6K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-37.8K- 40.54% |
$424K - $446K
|
55.4K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-38.1K- 4.29% |
$428K - $450K
|
849K
$9.49M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-38.2K- 16.49% |
$429K - $451K
|
193K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-45.5K- 18.94% |
$511K - $537K
|
195K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-59.8K- 24.76% |
$671K - $706K
|
182K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-60K- 17.45% |
$673K - $708K
|
284K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-60.2K- 63.15% |
$675K - $710K
|
35.1K
$392K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-72.6K- 7.9% |
$814K - $856K
|
846K
$9.45M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-75.2K- 38.8% |
$844K - $887K
|
119K
$1.32M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-75.8K- 25.15% |
$850K - $894K
|
225K
$2.52M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-91.4K- 52.27% |
$1.03M - $1.08M
|
83.5K
$933K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-94.1K- 16.17% |
$1.06M - $1.11M
|
488K
$5.45M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-98.7K- 19.85% |
$1.11M - $1.17M
|
399K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-113K- 29.58% |
$1.27M - $1.33M
|
268K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-114K- 11.38% |
$1.28M - $1.35M
|
889K
$9.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-117K- 80.95% |
$1.31M - $1.38M
|
27.5K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-117K- 7.6% |
$1.31M - $1.38M
|
1.42M
$15.9M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-118K- 22.99% |
$1.33M - $1.4M
|
397K
$4.43M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-120K- 96.74% |
$1.35M - $1.42M
|
4.06K
$45.3K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-122K- 60.06% |
$1.36M - $1.43M
|
80.8K
$903K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-135K- 7.44% |
$1.52M - $1.6M
|
1.69M
$18.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-141K- 14.83% |
$1.58M - $1.67M
|
811K
$9.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-144K- 76.88% |
$1.61M - $1.7M
|
43.2K
$483K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-152K- 65.51% |
$1.7M - $1.79M
|
79.8K
$892K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-163K- 39.57% |
$1.83M - $1.93M
|
249K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-166K- 57.71% |
$1.87M - $1.96M
|
122K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-227K- 49.95% |
$2.55M - $2.68M
|
227K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-227K- 5.9% |
$2.55M - $2.68M
|
3.63M
$40.5M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-243K- 97.56% |
$2.73M - $2.87M
|
6.08K
$67.9K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-296K- 90.96% |
$3.32M - $3.49M
|
29.4K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-341K- 2.12% |
$3.83M - $4.03M
|
15.7M
$176M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-360K- 91.09% |
$4.04M - $4.25M
|
35.2K
$394K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-365K- 73.56% |
$4.09M - $4.3M
|
131K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-372K- 94.51% |
$4.17M - $4.39M
|
21.6K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-402K- 7.32% |
$4.51M - $4.74M
|
5.09M
$56.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-666K- 92.85% |
$7.48M - $7.86M
|
51.3K
$573K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-736K- 94.31% |
$8.26M - $8.69M
|
44.4K
$496K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-738K- 17.8% |
$8.29M - $8.71M
|
3.41M
$38.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-876K- 13.68% |
$9.83M - $10.3M
|
5.53M
$61.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.01M- 90.89% |
$11.4M - $11.9M
|
101K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-1.27M- 98.76% |
$14.3M - $15M
|
15.9K
$178K
|
|
|
Apr 28, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.14M- 37.01% |
$24M - $25.2M
|
3.64M
$40.6M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.35M- 24.5% |
$26.4M - $27.8M
|
7.25M
$81M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-4.38M- 87.76% |
$49.2M - $51.7M
|
612K
$6.83M
|