Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.33M+ 2.06% |
$14.9M - $15.8M
|
66M
$749M
|
|
|
Nov 12, 2025
Q3 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
1.25MNew |
$13.9M - $14.8M
|
1.25M
$14.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03M+ 30.11% |
$11.5M - $12.2M
|
4.44M
$50.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
548KNew |
$6.11M - $6.5M
|
548K
$6.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
429K+ 54.46% |
$4.78M - $5.09M
|
1.22M
$13.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
318KNew |
$3.54M - $3.77M
|
318K
$3.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
306KNew |
$3.41M - $3.64M
|
306K
$3.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
300K+ 51.58% |
$3.34M - $3.56M
|
881K
$10M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
295K+ 56.7% |
$3.28M - $3.5M
|
814K
$9.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
201K+ 110.0% |
$2.24M - $2.38M
|
383K
$4.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
194K+ 7.18% |
$2.17M - $2.31M
|
2.9M
$33M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
159K+ 5.15% |
$1.77M - $1.89M
|
3.25M
$36.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
134KNew |
$1.49M - $1.59M
|
134K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
126KNew |
$1.4M - $1.49M
|
126K
$1.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
93.9K+ 6.44% |
$1.05M - $1.11M
|
1.55M
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.9K+ 1.2% |
$1.04M - $1.1M
|
7.84M
$89.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
61.9KNew |
$691K - $735K
|
61.9K
$704K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.9K+ 471.24% |
$657K - $699K
|
71.4K
$811K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
58.2K+ 5.63% |
$649K - $691K
|
1.09M
$12.4M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
57.8KNew |
$644K - $686K
|
57.8K
$656K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
46.5K+ 12.78% |
$518K - $552K
|
410K
$4.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45.6K+ 356.98% |
$508K - $541K
|
58.4K
$663K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42.1KNew |
$469K - $500K
|
42.1K
$478K
|
|
|
Nov 04, 2025
Q3 2025
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
41.3KNew |
$460K - $490K
|
41.3K
$469K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
40.9K+ 260.85% |
$456K - $485K
|
56.5K
$642K
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
40.2K+ 7.23% |
$448K - $477K
|
596K
$6.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
38.4K+ 6.24% |
$429K - $456K
|
655K
$7.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
35.3K+ 19.25% |
$394K - $419K
|
219K
$2.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
31.9K+ 82.68% |
$355K - $378K
|
70.4K
$800K
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
31.4KNew |
$350K - $373K
|
31.4K
$357K
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
31.3KNew |
$349K - $371K
|
31.3K
$355K
|
|
|
Nov 12, 2025
Q3 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
31.1KNew |
$347K - $369K
|
31.1K
$353K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
29.1K+ 20.61% |
$325K - $346K
|
170K
$1.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
27KNew |
$301K - $321K
|
27K
$307K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
27K+ 5.6% |
$301K - $320K
|
508K
$5.77M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.5K+ 23.42% |
$296K - $315K
|
140K
$1.59M
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
BUY
|
- |
25.1K+ 11.31% |
$280K - $298K
|
247K
$2.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.7K+ 8.24% |
$242K - $257K
|
285K
$3.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20.7K+ 8.23% |
$231K - $246K
|
272K
$3.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
20.5K+ 80.58% |
$228K - $243K
|
45.9K
$521K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
17.7KNew |
$197K - $210K
|
17.7K
$201K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
17.5K+ 3067.37% |
$195K - $208K
|
18.1K
$205K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 12.28% |
$169K - $180K
|
139K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
14.8KNew |
$165K - $176K
|
14.8K
$169K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
13.5K+ 33.77% |
$151K - $161K
|
53.6K
$609K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.3KNew |
$138K - $146K
|
12.3K
$140K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.5KNew |
$129K - $137K
|
11.5K
$131K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
11.1K+ 5.71% |
$124K - $132K
|
206K
$2.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11.1K+ 5.93% |
$123K - $131K
|
197K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11K+ 681.02% |
$122K - $130K
|
12.6K
$143K
|
|