Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-17K- 6.7% |
$187K - $217K
|
237K
$2.76M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-17.7K- 99.94% |
$194K - $225K
|
11
$128
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.8K- 4.56% |
$207K - $240K
|
394K
$4.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-19.9K- 47.21% |
$219K - $254K
|
22.3K
$259K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20.5K- 20.33% |
$225K - $262K
|
80.4K
$936K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-20.6K- 23.19% |
$226K - $263K
|
68.1K
$793K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-20.9K- 6.86% |
$230K - $267K
|
284K
$3.31M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-23.2K- 63.34% |
$255K - $296K
|
13.4K
$156K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-24.7K- 52.51% |
$272K - $316K
|
22.4K
$261K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-26.6K- 44.02% |
$293K - $340K
|
33.9K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-26.9K- 5.57% |
$295K - $343K
|
455K
$5.3M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-31.4K- 9.67% |
$346K - $402K
|
294K
$3.42M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-31.6K- 11.93% |
$347K - $403K
|
233K
$2.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-32.8K- 14.58% |
$360K - $419K
|
192K
$2.24M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-35.4K- 4.61% |
$389K - $452K
|
732K
$8.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-44.4K- 84.56% |
$488K - $567K
|
8.11K
$94.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-50.3K- 22.96% |
$552K - $642K
|
169K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.8K- 2.46% |
$569K - $661K
|
2.05M
$23.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-53.4K- 15.83% |
$587K - $682K
|
284K
$3.31M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-55.8K- 30.82% |
$614K - $713K
|
125K
$1.46M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-56.3K- 38.33% |
$618K - $718K
|
90.5K
$1.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-56.8K- 8.48% |
$624K - $725K
|
613K
$7.14M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-58.3K- 71.28% |
$641K - $745K
|
23.5K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-60.1K- 59.14% |
$661K - $768K
|
41.5K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-61.2K- 76.62% |
$673K - $782K
|
18.7K
$218K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-61.9K- 84.48% |
$681K - $791K
|
11.4K
$133K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-65.2K- 46.26% |
$717K - $833K
|
75.8K
$883K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-69.7K- 11.7% |
$766K - $890K
|
526K
$6.13M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-74.3K- 80.58% |
$817K - $949K
|
17.9K
$209K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-87.3K- 74.67% |
$960K - $1.12M
|
29.6K
$345K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-87.4K- 55.41% |
$960K - $1.12M
|
70.3K
$819K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-103K- 61.49% |
$1.13M - $1.32M
|
64.7K
$753K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-104K- 86.8% |
$1.15M - $1.33M
|
15.9K
$185K
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-108K- 43.51% |
$1.19M - $1.38M
|
140K
$1.64M
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-109K- 57.17% |
$1.2M - $1.39M
|
81.7K
$952K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-144K- 5.39% |
$1.58M - $1.84M
|
2.53M
$29.5M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-154K- 2.93% |
$1.7M - $1.97M
|
5.12M
$59.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-168K- 14.65% |
$1.84M - $2.14M
|
976K
$11.4M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-169K- 85.87% |
$1.86M - $2.16M
|
27.8K
$324K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-193K- 89.65% |
$2.12M - $2.47M
|
22.3K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-224K- 23.61% |
$2.46M - $2.86M
|
724K
$8.43M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-263K- 42.08% |
$2.89M - $3.36M
|
363K
$4.22M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-292K- 51.03% |
$3.21M - $3.72M
|
280K
$3.26M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-332K- 28.43% |
$3.65M - $4.25M
|
837K
$9.75M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-380K- 81.01% |
$4.18M - $4.86M
|
89.1K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-464K- 70.57% |
$5.1M - $5.92M
|
193K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-530K- 4.0% |
$5.82M - $6.76M
|
12.7M
$148M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-592K- 94.41% |
$6.51M - $7.56M
|
35.1K
$409K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-676K- 64.55% |
$7.43M - $8.64M
|
371K
$4.33M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-910K- 83.98% |
$10M - $11.6M
|
174K
$2.02M
|