Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.7KNew |
$219K - $250K
|
18.7K
$212K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
17.9KNew |
$210K - $240K
|
17.9K
$203K
|
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
17.6K+ 15.86% |
$206K - $236K
|
128K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.9K+ 35.27% |
$187K - $214K
|
61.1K
$693K
|
|
|
Oct 26, 2022
Q3 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
15.8K+ 17.86% |
$185K - $211K
|
104K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13.9KNew |
$162K - $186K
|
13.9K
$157K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
13.8KNew |
$162K - $186K
|
13.8K
$157K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12.9KNew |
$152K - $173K
|
12.9K
$147K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
12.9KNew |
$151K - $173K
|
12.9K
$146K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
12.6K+ 3.27% |
$148K - $169K
|
398K
$4.52M
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
BUY
|
- |
12.4K+ 1.01% |
$145K - $166K
|
1.23M
$14M
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12.2K+ 12.56% |
$143K - $164K
|
110K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.2KNew |
$143K - $164K
|
12.2K
$138K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.9KNew |
$139K - $159K
|
11.9K
$134K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
11.7K+ 36.69% |
$137K - $157K
|
43.5K
$494K
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
10.7K+ 16.13% |
$125K - $144K
|
77K
$874K
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.3KNew |
$120K - $137K
|
10.3K
$116K
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
10KNew |
$117K - $134K
|
10K
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$117K - $134K
|
10K
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9.83K+ 6.9% |
$115K - $132K
|
152K
$1.73M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
9.25K+ 153.53% |
$108K - $124K
|
15.3K
$173K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
8.39K+ 1865.11% |
$98.4K - $113K
|
8.84K
$100K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.2K+ 32.67% |
$96.1K - $110K
|
33.3K
$378K
|
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
BUY
|
- |
8.19K+ 1.22% |
$96K - $110K
|
677K
$7.68M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
8.1K+ 1.51% |
$95K - $109K
|
546K
$6.19M
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
6.46K+ 8.14% |
$75.7K - $86.7K
|
85.8K
$973K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.95K+ 1.5% |
$69.8K - $79.8K
|
402K
$4.56M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.77K+ 2.27% |
$67.7K - $77.4K
|
260K
$2.95M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
5.66K+ 1.95% |
$66.4K - $75.9K
|
297K
$3.36M
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
5.42K+ 20.31% |
$63.6K - $72.7K
|
32.1K
$364K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.27K+ 39.2% |
$61.7K - $70.6K
|
18.7K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
5.15K+ 51.53% |
$60.4K - $69.1K
|
15.2K
$172K
|
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.05K+ 26.85% |
$59.2K - $67.7K
|
23.8K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
4.91K+ 2.1% |
$57.6K - $65.9K
|
239K
$2.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.52K+ 0.6% |
$53K - $60.7K
|
760K
$8.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.45K+ 3.21% |
$52.1K - $59.6K
|
143K
$1.62M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
4.29K+ 29.63% |
$50.3K - $57.6K
|
18.8K
$213K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.19K+ 4.28% |
$49K - $56.1K
|
102K
$1.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.13K+ 3.53% |
$48.4K - $55.4K
|
121K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
4.08K+ 0.39% |
$47.8K - $54.7K
|
1.06M
$12M
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.83K+ 35.17% |
$44.9K - $51.4K
|
14.7K
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.81K+ 4.99% |
$44.6K - $51.1K
|
80.1K
$909K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
3.22K+ 11.48% |
$37.8K - $43.2K
|
31.3K
$355K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.1KNew |
$36.3K - $41.6K
|
3.1K
$35.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.5K+ 21.65% |
$29.2K - $33.5K
|
14K
$159K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.41KNew |
$28.2K - $32.3K
|
2.41K
$27.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.4KNew |
$28.1K - $32.2K
|
2.4K
$27.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.4K+ 94.9% |
$28.1K - $32.2K
|
4.93K
$55.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
2.38K+ 13.06% |
$27.9K - $32K
|
20.6K
$234K
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.38K+ 1.15% |
$27.8K - $31.8K
|
209K
$2.37M
|