Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.3K+ 3.55% |
$298K - $313K
|
769K
$8.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
25.7K+ 8.33% |
$290K - $306K
|
334K
$3.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25K+ 220.72% |
$282K - $297K
|
36.3K
$420K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
24.6K+ 3.99% |
$278K - $293K
|
641K
$7.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
23.6K+ 2.52% |
$267K - $281K
|
961K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
23.2K+ 13.18% |
$262K - $276K
|
199K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.9K+ 54.11% |
$259K - $273K
|
65.3K
$756K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
22K+ 11.28% |
$249K - $262K
|
217K
$2.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.2K+ 362.24% |
$228K - $240K
|
25.8K
$298K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
19.7K+ 7.3% |
$222K - $234K
|
289K
$3.35M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
19.5KNew |
$220K - $232K
|
19.5K
$225K
|
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
17.6K+ 9.74% |
$198K - $209K
|
198K
$2.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.3K+ 9.52% |
$184K - $194K
|
187K
$2.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
15.1K+ 3.14% |
$170K - $179K
|
495K
$5.73M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13.3KNew |
$151K - $159K
|
13.3K
$154K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
13.2K+ 6.03% |
$150K - $158K
|
233K
$2.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
13.2K+ 42.56% |
$149K - $157K
|
44.1K
$511K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.9KNew |
$146K - $154K
|
12.9K
$150K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.9KNew |
$145K - $153K
|
12.9K
$149K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
12.2KNew |
$138K - $145K
|
12.2K
$141K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.1K+ 89.87% |
$137K - $145K
|
25.7K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
12.1KNew |
$137K - $144K
|
12.1K
$140K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
11.8KNew |
$134K - $141K
|
11.8K
$137K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.5KNew |
$130K - $137K
|
11.5K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.8KNew |
$123K - $129K
|
10.8K
$126K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
10.6K+ 15.57% |
$120K - $126K
|
78.9K
$914K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.5KNew |
$119K - $125K
|
10.5K
$122K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10.4K+ 21.58% |
$117K - $124K
|
58.6K
$678K
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
10.2KNew |
$115K - $121K
|
10.2K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
9.55K+ 312.87% |
$108K - $114K
|
12.6K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
8.36K+ 5.31% |
$94.5K - $99.5K
|
166K
$1.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.99KNew |
$90.3K - $95K
|
7.99K
$92.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.91K+ 61.35% |
$89.3K - $94.1K
|
20.8K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.16K+ 14.81% |
$80.9K - $85.2K
|
55.5K
$642K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
6.93K+ 1.59% |
$78.3K - $82.5K
|
442K
$5.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.82K+ 21.46% |
$77.1K - $81.2K
|
38.6K
$447K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.8K+ 52.37% |
$76.8K - $80.9K
|
19.8K
$229K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.79K+ 4.51% |
$76.7K - $80.8K
|
157K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.27K+ 3.38% |
$70.9K - $74.6K
|
192K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.83K+ 161.57% |
$65.9K - $69.4K
|
9.44K
$109K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.16K+ 8.09% |
$58.3K - $61.4K
|
69K
$799K
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5K+ 6.67% |
$56.5K - $59.5K
|
80K
$926K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.9K+ 3.65% |
$55.3K - $58.3K
|
139K
$1.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.88K+ 6.34% |
$55.2K - $58.1K
|
81.9K
$948K
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
4.87K+ 0.7% |
$55.1K - $58K
|
697K
$8.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.65K+ 30.09% |
$52.6K - $55.3K
|
20.1K
$233K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
4.5K+ 12.68% |
$50.8K - $53.5K
|
40K
$463K
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
4.42K+ 24.54% |
$49.9K - $52.5K
|
22.4K
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.29K+ 18.2% |
$48.4K - $51K
|
27.8K
$322K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
4.27K+ 0.64% |
$48.3K - $50.8K
|
671K
$7.76M
|