Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
925New |
$13.8K - $14.2K
|
925
$11.1K
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
815+ 4.72% |
$12.1K - $12.5K
|
18.1K
$217K
|
|
|
Aug 05, 2021
Q2 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
750+ 4.45% |
$11.2K - $11.5K
|
17.6K
$211K
|
|
|
Jul 29, 2021
Q2 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
700+ 1.86% |
$10.4K - $10.7K
|
38.4K
$460K
|
|
|
Jul 27, 2021
Q2 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
700+ 5.96% |
$10.4K - $10.7K
|
12.5K
$149K
|
|
|
Jul 26, 2021
Q2 2021
|
Dearborn Partners LLC
|
BUY
|
- |
691+ 4.97% |
$10.3K - $10.6K
|
14.6K
$175K
|
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
670+ 10.81% |
$9.96K - $10.3K
|
6.87K
$82.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
670+ 9.93% |
$9.96K - $10.3K
|
7.42K
$89K
|
|
|
Jul 28, 2021
Q2 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
650+ 3.07% |
$9.67K - $9.96K
|
21.8K
$262K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
631+ 6.04% |
$9.38K - $9.67K
|
11.1K
$133K
|
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
570+ 4.29% |
$8.48K - $8.73K
|
13.9K
$166K
|
|
|
Aug 13, 2021
Q2 2021
|
Natixis
Paris, I0 |
BUY
|
- |
461+ 0.94% |
$6.86K - $7.06K
|
49.3K
$591K
|
|
|
Aug 05, 2021
Q2 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
460New |
$6.84K - $7.05K
|
460
$5.52K
|
|
|
Jul 15, 2021
Q2 2021
|
Field & Main Bank
|
BUY
|
- |
450+ 0.7% |
$6.69K - $6.89K
|
64.7K
$776K
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
448+ 2.64% |
$6.66K - $6.86K
|
17.4K
$209K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
411+ 1.34% |
$6.11K - $6.3K
|
31K
$372K
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
398+ 0.58% |
$5.92K - $6.1K
|
69.1K
$830K
|
|
|
Jul 15, 2021
Q2 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
382+ 1.12% |
$5.68K - $5.85K
|
34.6K
$416K
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
379+ 1.34% |
$5.64K - $5.81K
|
28.6K
$343K
|
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
348+ 16.27% |
$5.17K - $5.33K
|
2.49K
$29.8K
|
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
330New |
$4.91K - $5.06K
|
330
$3.96K
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
315+ 110.14% |
$4.68K - $4.83K
|
601
$7.21K
|
|
|
Jul 16, 2021
Q2 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
300+ 0.79% |
$4.46K - $4.6K
|
38.5K
$462K
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
282+ 3.83% |
$4.19K - $4.32K
|
7.64K
$91.7K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
281+ 0.52% |
$4.18K - $4.3K
|
54.4K
$653K
|
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
265+ 0.26% |
$3.94K - $4.06K
|
103K
$1.23M
|
|
|
Jul 28, 2021
Q2 2021
|
Palouse Capital Management, Inc.
|
BUY
|
- |
261+ 1.92% |
$3.88K - $4K
|
13.8K
$166K
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
260+ 1.13% |
$3.87K - $3.98K
|
23.3K
$280K
|
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
230+ 10.7% |
$3.42K - $3.52K
|
2.38K
$28.6K
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
200New |
$2.97K - $3.06K
|
200
$2.4K
|
|
|
Aug 02, 2021
Q2 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
195+ 0.86% |
$2.9K - $2.99K
|
22.8K
$273K
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
191+ 1.24% |
$2.84K - $2.93K
|
15.6K
$188K
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
189+ 0.44% |
$2.81K - $2.9K
|
43.1K
$517K
|
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
186+ 0.91% |
$2.77K - $2.85K
|
20.5K
$246K
|
|
|
Jul 14, 2021
Q2 2021
|
Acas, LLC
|
BUY
|
- |
172+ 0.33% |
$2.56K - $2.64K
|
52.8K
$634K
|
|
|
Aug 04, 2021
Q2 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
161+ 0.33% |
$2.39K - $2.47K
|
48.3K
$580K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
150New |
$2.23K - $2.3K
|
150
$1.8K
|
|
|
Jul 06, 2021
Q2 2021
|
Weaver Consulting Group
|
BUY
|
- |
144+ 1.08% |
$2.14K - $2.21K
|
13.4K
$161K
|
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
125+ 0.64% |
$1.86K - $1.92K
|
19.7K
$237K
|
|
|
Jul 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
97+ 0.57% |
$1.44K - $1.49K
|
17.2K
$207K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
92+ 24.34% |
$1.37K - $1.41K
|
470
$5.64K
|
|
|
Jul 19, 2021
Q2 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
84+ 0.54% |
$1.25K - $1.29K
|
15.8K
$189K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
58New |
$862 - $889
|
58
$696
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
44+ 0.42% |
$654 - $674
|
10.6K
$127K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
42+ 0.23% |
$625 - $643
|
18.2K
$219K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
39+ 0.89% |
$580 - $597
|
4.44K
$53.3K
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
28+ 0.1% |
$416 - $429
|
29.1K
$349K
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
27+ 0.09% |
$401 - $414
|
29.1K
$349K
|
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
17+ 0.16% |
$253 - $260
|
10.6K
$127K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
17+ 0.03% |
$253 - $260
|
65.1K
$781K
|