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 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.87K+ 39.94% |
$56.1K - $60.9K
|
17.1K
$197K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.65K+ 1.78% |
$53.6K - $58.2K
|
265K
$3.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.55KNew |
$52.4K - $57K
|
4.55K
$52.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.96K+ 0.81% |
$45.6K - $49.6K
|
492K
$5.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.93K+ 49150.0% |
$45.3K - $49.2K
|
3.94K
$45.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.53K+ 6.82% |
$40.7K - $44.2K
|
55.3K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.49K+ 0.53% |
$40.2K - $43.7K
|
661K
$7.65M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.48K+ 19.94% |
$40K - $43.5K
|
20.9K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.46K+ 0.88% |
$39.9K - $43.4K
|
399K
$4.62M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
3.44K+ 7.68% |
$39.7K - $43.1K
|
48.3K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.09K+ 2.36% |
$35.6K - $38.6K
|
134K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
3KNew |
$34.6K - $37.6K
|
3K
$34.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
3K+ 14.63% |
$34.6K - $37.6K
|
23.5K
$272K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.95K+ 16.77% |
$33.9K - $36.9K
|
20.5K
$238K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.95K+ 11.56% |
$33.9K - $36.9K
|
28.4K
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.72K+ 3.33% |
$31.4K - $34.1K
|
84.6K
$980K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.53KNew |
$29.1K - $31.6K
|
2.53K
$29.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2.47KNew |
$28.4K - $30.9K
|
2.47K
$28.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.45K+ 163.6% |
$28.3K - $30.7K
|
3.95K
$45.8K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
2.13K+ 2.7% |
$24.5K - $26.7K
|
81K
$938K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.09K+ 15.01% |
$24.1K - $26.2K
|
16K
$186K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.05K+ 9.11% |
$23.6K - $25.7K
|
24.5K
$284K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.81K+ 21.12% |
$20.8K - $22.6K
|
10.4K
$120K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.7K+ 6.44% |
$19.6K - $21.3K
|
28.1K
$326K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.67K+ 12.49% |
$19.3K - $20.9K
|
15.1K
$175K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.62K+ 0.19% |
$18.7K - $20.3K
|
874K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.52K+ 0.39% |
$17.5K - $19K
|
387K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.5KNew |
$17.3K - $18.8K
|
1.5K
$17.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.42K+ 5.54% |
$16.4K - $17.8K
|
27.1K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.3K+ 3.33% |
$14.9K - $16.2K
|
40.2K
$465K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.25KNew |
$14.4K - $15.7K
|
1.25K
$14.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.24K+ 2.12% |
$14.3K - $15.5K
|
59.8K
$693K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.21KNew |
$13.9K - $15.1K
|
1.21K
$14K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.18K+ 4.69% |
$13.6K - $14.8K
|
26.4K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
991+ 1.14% |
$11.4K - $12.4K
|
88K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
962+ 4.74% |
$11.1K - $12K
|
21.3K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
950+ 2.84% |
$10.9K - $11.9K
|
34.4K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
799New |
$9.2K - $10K
|
799
$9.25K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
696+ 4.78% |
$8.02K - $8.71K
|
15.3K
$177K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
675+ 767.05% |
$7.78K - $8.45K
|
763
$8.84K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
661New |
$7.61K - $8.28K
|
661
$7.65K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
598+ 0.39% |
$6.89K - $7.49K
|
153K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
500+ 100.0% |
$5.76K - $6.26K
|
1K
$11.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
445+ 0.55% |
$5.13K - $5.57K
|
81.8K
$948K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
426+ 6.74% |
$4.91K - $5.33K
|
6.75K
$78.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
314+ 1.15% |
$3.62K - $3.93K
|
27.7K
$321K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
308New |
$3.55K - $3.86K
|
308
$3.57K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
277New |
$3.19K - $3.47K
|
277
$3.21K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
259+ 1.1% |
$2.98K - $3.24K
|
23.8K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
257+ 0.86% |
$2.96K - $3.22K
|
30.1K
$348K
|