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 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.08% |
$103 - $113
|
10.6K
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.07% |
$91.4 - $100
|
11.8K
$138K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$22.8 - $25
|
39.1K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2+ 2.2% |
$22.8 - $25
|
93
$1.09K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-27- 0.36% |
$308 - $338
|
7.56K
$88.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.05% |
$377 - $413
|
3.1K
$36.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-37- 0.66% |
$423 - $463
|
5.54K
$64.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-40- 0.22% |
$457 - $500
|
17.8K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-54- 0.31% |
$617 - $675
|
17.3K
$202K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-78- 0.13% |
$891 - $975
|
60K
$702K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-86- 1.28% |
$982 - $1.08K
|
6.63K
$77.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-88- 0.8% |
$1K - $1.1K
|
10.9K
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-105- 37.91% |
$1.2K - $1.31K
|
172
$2.01K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-116- 0.56% |
$1.32K - $1.45K
|
20.7K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-147- 0.41% |
$1.68K - $1.84K
|
35.3K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-159- 0.81% |
$1.82K - $1.99K
|
19.5K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-165- 4.85% |
$1.88K - $2.06K
|
3.24K
$37.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-219- 1.25% |
$2.5K - $2.74K
|
17.2K
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-220- 0.8% |
$2.51K - $2.75K
|
27.1K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-235- 0.56% |
$2.68K - $2.94K
|
41.8K
$489K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-240- 0.59% |
$2.74K - $3K
|
40.1K
$469K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-242- 2.0% |
$2.76K - $3.03K
|
11.8K
$138K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-288- 0.27% |
$3.29K - $3.6K
|
107K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-307- 2.76% |
$3.51K - $3.84K
|
10.8K
$126K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-325- 3.04% |
$3.71K - $4.06K
|
10.4K
$121K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-375- 5.53% |
$4.28K - $4.69K
|
6.4K
$74.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-386- 4.04% |
$4.41K - $4.83K
|
9.18K
$107K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-450- 0.92% |
$5.14K - $5.63K
|
48.6K
$568K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-487- 7.01% |
$5.56K - $6.09K
|
6.46K
$75.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-500- 50.0% |
$5.71K - $6.25K
|
500
$5.85K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-544- 4.68% |
$6.21K - $6.8K
|
11.1K
$130K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-549- 1.04% |
$6.27K - $6.86K
|
52K
$608K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-588- 3.9% |
$6.71K - $7.35K
|
14.5K
$169K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-640- 4.71% |
$7.31K - $8K
|
12.9K
$151K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-646- 0.11% |
$7.38K - $8.08K
|
591K
$6.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-658- 1.19% |
$7.51K - $8.23K
|
54.7K
$639K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-743- 3.19% |
$8.49K - $9.29K
|
22.5K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-749- 2.14% |
$8.55K - $9.36K
|
34.2K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-888- 1.12% |
$10.1K - $11.1K
|
78.7K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-889- 1.86% |
$10.2K - $11.1K
|
47K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-900- 8.04% |
$10.3K - $11.3K
|
10.3K
$120K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-920- 38.59% |
$10.5K - $11.5K
|
1.46K
$17.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-944- 2.45% |
$10.8K - $11.8K
|
37.6K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1K- 0.52% |
$11.4K - $12.5K
|
190K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.05K- 2.9% |
$12K - $13.2K
|
35.2K
$411K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 4.72% |
$12.3K - $13.5K
|
21.8K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.14K- 4.45% |
$13K - $14.3K
|
24.5K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.2K- 4.42% |
$13.7K - $15K
|
25.9K
$303K
|