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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.99K+ 2.15% |
$45K - $47.4K
|
189K
$2.19M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.7K+ 12.14% |
$41.8K - $44K
|
34.2K
$396K
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
3.66K+ 27.93% |
$41.4K - $43.6K
|
16.8K
$194K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.32K+ 1.75% |
$37.5K - $39.5K
|
193K
$2.24M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.17K+ 2.22% |
$35.9K - $37.8K
|
146K
$1.7M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.94K+ 0.77% |
$33.2K - $35K
|
386K
$4.47M
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.72K+ 1.24% |
$30.7K - $32.4K
|
222K
$2.58M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.39K+ 9.26% |
$27K - $28.4K
|
28.1K
$326K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.32K+ 7.82% |
$26.3K - $27.7K
|
32K
$371K
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
2.27K+ 19.07% |
$25.7K - $27K
|
14.2K
$164K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 17.11% |
$24.5K - $25.8K
|
14.9K
$172K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.15K+ 2.38% |
$24.3K - $25.6K
|
92.4K
$1.07M
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
2.03K+ 5.47% |
$23K - $24.2K
|
39.2K
$454K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.01KNew |
$22.7K - $23.9K
|
2.01K
$23.3K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2KNew |
$22.6K - $23.8K
|
2K
$23.2K
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2K+ 22.22% |
$22.6K - $23.8K
|
11K
$127K
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.82K+ 0.28% |
$20.5K - $21.6K
|
657K
$7.61M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.63K+ 3.0% |
$18.4K - $19.4K
|
56.1K
$649K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.52KNew |
$17.2K - $18.1K
|
1.52K
$17.6K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 9.41% |
$17.1K - $18K
|
17.6K
$203K
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.49KNew |
$16.8K - $17.7K
|
1.49K
$17.3K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.3K+ 1.38% |
$14.7K - $15.5K
|
95.4K
$1.11M
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.2K+ 5.63% |
$13.5K - $14.3K
|
22.5K
$260K
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.19K+ 1.52% |
$13.4K - $14.2K
|
79.3K
$918K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
975New |
$11K - $11.6K
|
975
$11.3K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
949+ 0.16% |
$10.7K - $11.3K
|
600K
$6.94M
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
923+ 715.5% |
$10.4K - $11K
|
1.05K
$12.2K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
914+ 0.6% |
$10.3K - $10.9K
|
152K
$1.76M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
767New |
$8.67K - $9.13K
|
767
$8.88K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
741+ 45.05% |
$8.37K - $8.82K
|
2.39K
$27.6K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
700New |
$7.91K - $8.33K
|
700
$8.11K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
682+ 1.64% |
$7.71K - $8.12K
|
42.2K
$489K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
658New |
$7.44K - $7.83K
|
658
$7.62K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
647New |
$7.31K - $7.7K
|
647
$7.49K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
638+ 5.7% |
$7.21K - $7.59K
|
11.8K
$137K
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
559+ 3.99% |
$6.32K - $6.65K
|
14.6K
$169K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
550+ 1.67% |
$6.22K - $6.55K
|
33.4K
$387K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
506New |
$5.72K - $6.02K
|
506
$5.86K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
501+ 3.83% |
$5.66K - $5.96K
|
13.6K
$157K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
466+ 1.73% |
$5.27K - $5.55K
|
27.4K
$317K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400+ 14.81% |
$4.52K - $4.76K
|
3.1K
$35.9K
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
389+ 0.36% |
$4.4K - $4.63K
|
109K
$1.26M
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
385+ 0.36% |
$4.35K - $4.58K
|
106K
$1.23M
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
345+ 2.54% |
$3.9K - $4.11K
|
13.9K
$161K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
303+ 0.75% |
$3.42K - $3.61K
|
40.5K
$468K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
294+ 1.24% |
$3.32K - $3.5K
|
24.1K
$279K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
293+ 2.49% |
$3.31K - $3.49K
|
12.1K
$140K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
285+ 1.07% |
$3.22K - $3.39K
|
26.9K
$312K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
256+ 0.9% |
$2.89K - $3.05K
|
28.8K
$334K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
231New |
$2.61K - $2.75K
|
231
$2.67K
|