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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-811Closed |
$12.1K - $12.4K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-871- 2.97% |
$13K - $13.3K
|
28.5K
$342K
|
|
|
Aug 13, 2021
Q2 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-889- 0.4% |
$13.2K - $13.6K
|
223K
$2.67M
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-900- 82.87% |
$13.4K - $13.8K
|
186
$2.23K
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-900- 1.17% |
$13.4K - $13.8K
|
76.3K
$915K
|
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-911- 0.56% |
$13.5K - $14K
|
161K
$1.93M
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1K- 98.81% |
$14.9K - $15.3K
|
12
$144
|
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.01K- 3.7% |
$15.1K - $15.5K
|
26.4K
$317K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.12K- 91.83% |
$16.7K - $17.2K
|
100
$1.2K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.15K- 8.13% |
$17.1K - $17.6K
|
13K
$156K
|
|
|
Aug 10, 2021
Q2 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.21K- 6.7% |
$17.9K - $18.5K
|
16.8K
$202K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1.37K- 1.13% |
$20.4K - $21K
|
120K
$1.43M
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.39KClosed |
$20.7K - $21.3K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.41K- 23.94% |
$21K - $21.6K
|
4.49K
$53.8K
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.5K- 4.41% |
$22.3K - $23K
|
32.5K
$390K
|
|
|
Aug 13, 2021
Q2 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.63K- 2.39% |
$24.3K - $25K
|
66.8K
$801K
|
|
|
Jul 23, 2021
Q2 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.73K- 2.17% |
$25.7K - $26.4K
|
77.9K
$935K
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.82K- 6.42% |
$27K - $27.8K
|
26.4K
$317K
|
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.86K- 5.15% |
$27.7K - $28.5K
|
34.3K
$411K
|
|
|
Aug 12, 2021
Q2 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.88K- 3.68% |
$28K - $28.8K
|
49.3K
$591K
|
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.91K- 9.95% |
$28.4K - $29.2K
|
17.3K
$207K
|
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.93K- 3.04% |
$28.7K - $29.6K
|
61.5K
$738K
|
|
|
Aug 09, 2021
Q2 2021
|
Sanchez Wealth Management Group
|
SELL
|
- |
-1.97K- 3.76% |
$29.2K - $30.1K
|
50.3K
$603K
|
|
|
Aug 06, 2021
Q2 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.13K- 0.34% |
$31.7K - $32.7K
|
632K
$7.59M
|
|
|
Aug 09, 2021
Q2 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.29K- 14.94% |
$34K - $35.1K
|
13K
$156K
|
|
|
Jul 27, 2021
Q2 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.38K- 4.92% |
$35.3K - $36.4K
|
46K
$552K
|
|
|
Jul 13, 2021
Q2 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.5K- 1.25% |
$37.2K - $38.3K
|
198K
$2.38M
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.69K- 4.65% |
$40K - $41.2K
|
55.2K
$662K
|
|
|
Jul 29, 2021
Q2 2021
|
Seneca House Advisors
|
SELL
|
- |
-2.78K- 11.43% |
$41.3K - $42.5K
|
21.5K
$258K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.79K- 0.94% |
$41.5K - $42.8K
|
295K
$3.54M
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.86K- 6.75% |
$42.5K - $43.8K
|
39.5K
$474K
|
|
|
Aug 06, 2021
Q2 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.94K- 58.04% |
$43.7K - $45K
|
2.12K
$25.5K
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-3KClosed |
$44.6K - $46K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.07K- 9.39% |
$45.7K - $47.1K
|
29.6K
$356K
|
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.13K- 5.0% |
$46.5K - $48K
|
59.5K
$714K
|
|
|
Aug 02, 2021
Q2 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-3.22K- 3.41% |
$47.8K - $49.3K
|
91.1K
$1.09M
|
|
|
Jul 20, 2021
Q2 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.33K- 0.46% |
$49.6K - $51.1K
|
720K
$8.63M
|
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.35K- 99.76% |
$49.8K - $51.3K
|
8
$96
|
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.55K- 2.24% |
$52.7K - $54.3K
|
155K
$1.85M
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-3.59K- 16.57% |
$53.4K - $55K
|
18.1K
$217K
|
|
|
Aug 20, 2021
Q2 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.6K- 1.62% |
$53.5K - $55.2K
|
218K
$2.62M
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.95K- 25.46% |
$58.7K - $60.5K
|
11.6K
$139K
|
|
|
Jul 29, 2021
Q2 2021
|
Narwhal Capital Management
|
SELL
|
- |
-4K- 22.54% |
$59.5K - $61.3K
|
13.8K
$165K
|
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.1K- 1.8% |
$60.9K - $62.7K
|
223K
$2.68M
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-4.14K- 4.15% |
$61.6K - $63.4K
|
95.7K
$1.15M
|
|
|
Sep 10, 2021
Q2 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4.18K- 6.28% |
$62.2K - $64K
|
62.4K
$748K
|
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-4.4K- 1.54% |
$65.4K - $67.4K
|
281K
$3.38M
|
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.42K- 26.53% |
$65.7K - $67.7K
|
12.2K
$147K
|
|
|
Aug 16, 2021
Q2 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.83K- 19.11% |
$71.8K - $74K
|
20.4K
$245K
|
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5.17K- 13.06% |
$76.8K - $79.2K
|
34.4K
$413K
|