Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.2M+ 1064.47% |
$36.9M - $40.1M
|
3.51M
$40.6M
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
1.41MNew |
$16.2M - $17.6M
|
1.41M
$16.3M
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.25MNew |
$14.4M - $15.7M
|
1.25M
$14.5M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
869K+ 1308.29% |
$10M - $10.9M
|
936K
$10.8M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
747K+ 71.64% |
$8.6M - $9.35M
|
1.79M
$20.7M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
599K+ 2324.07% |
$6.9M - $7.5M
|
625K
$7.23M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
553K+ 18430.0% |
$6.37M - $6.92M
|
556K
$6.44M
|
|
Oct 17, 2024
Q3 2024
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
553KNew |
$6.37M - $6.92M
|
553K
$6.4M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
547KNew |
$6.31M - $6.85M
|
547K
$6.34M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
461K+ 1423.56% |
$5.31M - $5.77M
|
493K
$5.71M
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
323KNew |
$3.72M - $4.04M
|
323K
$3.74M
|
|
Oct 29, 2024
Q3 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
322KNew |
$3.71M - $4.03M
|
322K
$3.73M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
274K+ 0.5% |
$3.15M - $3.43M
|
55.2M
$639M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
234K+ 16.9% |
$2.69M - $2.93M
|
1.62M
$18.7M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
229K+ 2865.12% |
$2.64M - $2.87M
|
237K
$2.74M
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
218K+ 513.61% |
$2.51M - $2.73M
|
261K
$3.02M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
199K+ 103.02% |
$2.29M - $2.49M
|
393K
$4.55M
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
164KNew |
$1.89M - $2.05M
|
164K
$1.9M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
148K+ 4.32% |
$1.71M - $1.86M
|
3.59M
$41.6M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
107K+ 8.96% |
$1.23M - $1.34M
|
1.3M
$15.1M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
93.2K+ 7.55% |
$1.07M - $1.17M
|
1.33M
$15.4M
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
81.8K+ 632.75% |
$942K - $1.02M
|
94.7K
$1.1M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
77.7KNew |
$895K - $973K
|
77.7K
$900K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
75.5K+ 268.53% |
$870K - $946K
|
104K
$1.2M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.7K+ 6.85% |
$757K - $823K
|
1.02M
$11.9M
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
63.7KNew |
$734K - $798K
|
63.7K
$738K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.6K+ 6.8% |
$698K - $759K
|
952K
$11M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57.3K+ 1.56% |
$660K - $717K
|
3.73M
$43.2M
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
53.4KNew |
$615K - $668K
|
53.4K
$618K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
50.6KNew |
$583K - $633K
|
50.6K
$586K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
49.7K+ 385.97% |
$572K - $622K
|
62.5K
$724K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
48.9KNew |
$563K - $612K
|
48.9K
$566K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
42.9K+ 98.73% |
$494K - $537K
|
86.3K
$1M
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
42.4KNew |
$488K - $531K
|
42.4K
$491K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
35.5KNew |
$408K - $444K
|
35.5K
$411K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.8K+ 85.69% |
$401K - $436K
|
75.4K
$873K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.4K+ 29.37% |
$396K - $431K
|
151K
$1.75M
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
33.7K+ 6.81% |
$389K - $422K
|
529K
$6.12M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
33.7K+ 91.25% |
$388K - $422K
|
70.6K
$817K
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
33.4K+ 2.77% |
$385K - $418K
|
1.24M
$14.4M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.7K+ 51.57% |
$365K - $396K
|
93K
$1.08M
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
29.2K+ 8.72% |
$336K - $365K
|
364K
$4.21M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
28.3K+ 14.47% |
$326K - $354K
|
224K
$2.59M
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
26.3K+ 9.1% |
$303K - $329K
|
315K
$3.65M
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
24.6K+ 26.24% |
$283K - $308K
|
118K
$1.37M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
24.1K+ 25.75% |
$278K - $302K
|
118K
$1.36M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.5K+ 4.3% |
$270K - $294K
|
569K
$6.59M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
23.4K+ 41.55% |
$269K - $292K
|
79.5K
$921K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23KNew |
$265K - $288K
|
23K
$266K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
22.3KNew |
$257K - $279K
|
22.3K
$258K
|