Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
723+ 1.5% |
$8.26K - $9.04K
|
49K
$566K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
494+ 3.08% |
$5.64K - $6.18K
|
16.5K
$191K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
356+ 20.55% |
$4.07K - $4.45K
|
2.09K
$24.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
308+ 1.17% |
$3.52K - $3.85K
|
26.7K
$309K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
300New |
$3.43K - $3.75K
|
300
$3.47K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
300+ 2.59% |
$3.43K - $3.75K
|
11.9K
$137K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
272+ 1.14% |
$3.11K - $3.4K
|
24.1K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
268New |
$3.06K - $3.35K
|
268
$3.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
255+ 1.5% |
$2.91K - $3.19K
|
17.3K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
219+ 3.42% |
$2.5K - $2.74K
|
6.63K
$76.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
175+ 11.24% |
$2K - $2.19K
|
1.73K
$20K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
171+ 0.96% |
$1.95K - $2.14K
|
18.1K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
166+ 0.96% |
$1.9K - $2.08K
|
17.4K
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
129New |
$1.47K - $1.61K
|
129
$1.49K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
120+ 0.49% |
$1.37K - $1.5K
|
24.8K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
100+ 2.26% |
$1.14K - $1.25K
|
4.53K
$52.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
90+ 0.73% |
$1.03K - $1.13K
|
12.4K
$143K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
84+ 137.7% |
$959 - $1.05K
|
145
$1.67K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
75+ 0.27% |
$857 - $938
|
27.9K
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66New |
$754 - $825
|
66
$762
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
54+ 0.18% |
$617 - $675
|
30.8K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
43+ 1.09% |
$491 - $538
|
4K
$46.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
33+ 1.47% |
$377 - $413
|
2.28K
$26.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.08% |
$103 - $113
|
10.6K
$123K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-27- 0.36% |
$308 - $338
|
7.56K
$87.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-40- 0.22% |
$457 - $500
|
17.8K
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-54- 0.31% |
$617 - $675
|
17.3K
$200K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-86- 1.28% |
$982 - $1.08K
|
6.63K
$76.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-88- 0.8% |
$1K - $1.1K
|
10.9K
$126K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-116- 0.56% |
$1.32K - $1.45K
|
20.7K
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-159- 0.81% |
$1.82K - $1.99K
|
19.5K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-219- 1.25% |
$2.5K - $2.74K
|
17.2K
$199K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-220- 0.8% |
$2.51K - $2.75K
|
27.1K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-235- 0.56% |
$2.68K - $2.94K
|
41.8K
$483K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-240- 0.59% |
$2.74K - $3K
|
40.1K
$464K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-288- 0.27% |
$3.29K - $3.6K
|
107K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-500- 50.0% |
$5.71K - $6.25K
|
500
$5.78K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-588- 3.9% |
$6.71K - $7.35K
|
14.5K
$167K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-658- 1.19% |
$7.51K - $8.23K
|
54.7K
$632K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-743- 3.19% |
$8.49K - $9.29K
|
22.5K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-888- 1.12% |
$10.1K - $11.1K
|
78.7K
$909K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-944- 2.45% |
$10.8K - $11.8K
|
37.6K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1K- 0.52% |
$11.4K - $12.5K
|
190K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 4.72% |
$12.3K - $13.5K
|
21.8K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.2K- 4.42% |
$13.7K - $15K
|
25.9K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.4K- 6.18% |
$16K - $17.5K
|
21.3K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.43K- 36.99% |
$16.4K - $17.9K
|
2.44K
$28.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.5K- 4.44% |
$17.1K - $18.8K
|
32.2K
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.64K- 43.97% |
$18.7K - $20.5K
|
2.09K
$24.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 7.62% |
$23.1K - $25.3K
|
24.5K
$283K
|