Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3K- 17.87% |
$32.5K - $35.3K
|
13.8K
$161K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.01K- 21.08% |
$32.6K - $35.3K
|
11.3K
$131K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.09K- 2.52% |
$33.4K - $36.3K
|
119K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.23K- 10.74% |
$35K - $38K
|
26.8K
$313K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.3K- 39.53% |
$35.7K - $38.8K
|
5.05K
$58.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.32K- 70.99% |
$35.9K - $39K
|
1.36K
$15.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.33K- 20.96% |
$36.1K - $39.1K
|
12.6K
$146K
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-3.4K- 4.59% |
$36.8K - $40K
|
70.7K
$824K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.41K- 0.84% |
$37K - $40.1K
|
401K
$4.68M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.48K- 18.51% |
$37.7K - $40.9K
|
15.3K
$179K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.6K- 2.87% |
$39K - $42.3K
|
122K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.76K- 18.88% |
$40.7K - $44.2K
|
16.2K
$188K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.56K- 5.26% |
$49.4K - $53.6K
|
82.2K
$958K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-4.69K- 6.02% |
$50.7K - $55K
|
73.1K
$852K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.81K- 2.36% |
$52.1K - $56.6K
|
199K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.53K- 12.67% |
$70.8K - $76.8K
|
45K
$525K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.58K- 23.13% |
$71.3K - $77.3K
|
21.9K
$255K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.82K- 27.86% |
$73.9K - $80.2K
|
17.7K
$206K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.82K- 27.86% |
$73.9K - $80.2K
|
17.7K
$206K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7.25K- 40.48% |
$78.5K - $85.2K
|
10.7K
$124K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.29K- 0.8% |
$78.9K - $85.6K
|
907K
$10.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-7.59K- 7.53% |
$82.2K - $89.1K
|
93.1K
$1.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.09K- 18.13% |
$87.6K - $95K
|
36.5K
$425K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-8.2K- 20.31% |
$88.8K - $96.3K
|
32.2K
$375K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.56K- 6.11% |
$92.7K - $101K
|
132K
$1.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.7K- 31.23% |
$94.2K - $102K
|
19.1K
$223K
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-8.78K- 7.38% |
$95K - $103K
|
110K
$1.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.15K- 13.86% |
$99.1K - $107K
|
56.9K
$662K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-9.26K- 33.76% |
$100K - $109K
|
18.2K
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9.36K- 11.65% |
$101K - $110K
|
71K
$827K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-10K- 13.74% |
$108K - $118K
|
62.8K
$731K
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-10.1K- 34.11% |
$109K - $119K
|
19.5K
$227K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.3K- 26.35% |
$112K - $121K
|
28.9K
$336K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10.4K- 41.55% |
$113K - $123K
|
14.7K
$171K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-11K- 29.47% |
$119K - $129K
|
26.3K
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.2K- 10.21% |
$122K - $132K
|
98.7K
$1.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-11.5K- 32.83% |
$125K - $135K
|
23.6K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.6K- 61.97% |
$125K - $136K
|
7.1K
$82.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-12.2K- 54.95% |
$132K - $144K
|
10K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 19.78% |
$134K - $145K
|
50K
$583K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.8K- 0.54% |
$138K - $150K
|
2.37M
$27.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13.2K- 67.51% |
$143K - $155K
|
6.34K
$73.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-13.3K- 7.86% |
$143K - $156K
|
155K
$1.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.7K- 68.82% |
$149K - $161K
|
6.23K
$72.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-14.6K- 10.75% |
$158K - $171K
|
121K
$1.41M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-14.8K- 2.11% |
$160K - $173K
|
683K
$7.96M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-14.8K- 39.01% |
$160K - $174K
|
23.1K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.2K- 5.4% |
$164K - $178K
|
265K
$3.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-16.2K- 18.4% |
$176K - $191K
|
72K
$839K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-16.5K- 37.53% |
$179K - $194K
|
27.5K
$321K
|