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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.91K- 2.82% |
$34.1K - $39K
|
100K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3K- 30.0% |
$35.2K - $40.2K
|
7K
$79.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-3.23K- 7.02% |
$37.8K - $43.3K
|
42.7K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.38K- 13.1% |
$39.7K - $45.4K
|
22.4K
$254K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.44K- 4.3% |
$40.3K - $46.1K
|
76.4K
$867K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.52K- 7.54% |
$41.3K - $47.2K
|
43.2K
$489K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.55K- 6.54% |
$41.6K - $47.6K
|
50.8K
$576K
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3.56K- 91.95% |
$41.8K - $47.8K
|
312
$3.54K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.65K- 11.31% |
$42.8K - $48.9K
|
28.6K
$325K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.77K- 5.98% |
$44.2K - $50.5K
|
59.2K
$672K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.92K- 7.68% |
$45.9K - $52.5K
|
47.1K
$534K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.92K- 50.38% |
$45.9K - $52.6K
|
3.86K
$43.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-4K- 12.26% |
$46.8K - $53.6K
|
28.6K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.03K- 1.34% |
$47.2K - $54K
|
298K
$3.38M
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-4.07K- 2.56% |
$47.7K - $54.6K
|
155K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.42K- 4.98% |
$51.8K - $59.2K
|
84.3K
$956K
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-4.6K- 1.47% |
$53.9K - $61.7K
|
308K
$3.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.67K- 4.94% |
$54.7K - $62.6K
|
89.9K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-5.3K- 3.32% |
$62.1K - $71.1K
|
154K
$1.75M
|
|
|
Nov 07, 2022
Q3 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-5.33K- 4.12% |
$62.4K - $71.4K
|
124K
$1.41M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.34K- 3.87% |
$62.6K - $71.6K
|
133K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.36K- 11.52% |
$62.8K - $71.9K
|
41.2K
$467K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.77K- 10.74% |
$67.6K - $77.4K
|
47.9K
$544K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.82K- 6.81% |
$68.2K - $78K
|
79.6K
$903K
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-5.88K- 19.06% |
$68.9K - $78.9K
|
25K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.92K- 31.59% |
$69.4K - $79.4K
|
12.8K
$145K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6K- 75.95% |
$70.3K - $80.5K
|
1.9K
$21.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-6K- 24.94% |
$70.3K - $80.5K
|
18.1K
$205K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-6.18K- 7.23% |
$72.5K - $82.9K
|
79.4K
$900K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.2K- 19.35% |
$72.7K - $83.1K
|
25.8K
$293K
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.21K- 5.09% |
$72.8K - $83.3K
|
116K
$1.31M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-6.36K- 14.59% |
$74.5K - $85.2K
|
37.2K
$422K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.1K- 4.74% |
$83.2K - $95.3K
|
143K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7.11K- 14.64% |
$83.3K - $95.3K
|
41.4K
$470K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.24K- 13.42% |
$84.8K - $97.1K
|
46.7K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.51K- 23.41% |
$88K - $101K
|
24.6K
$279K
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-7.95K- 24.65% |
$93.1K - $107K
|
24.3K
$275K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-8.26K- 6.9% |
$96.8K - $111K
|
111K
$1.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-8.39K- 13.77% |
$98.3K - $113K
|
52.5K
$596K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.45K- 37.36% |
$99K - $113K
|
14.2K
$161K
|
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-8.9K- 5.65% |
$104K - $119K
|
149K
$1.69M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-9K- 3.93% |
$105K - $121K
|
220K
$2.49M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-9.15K- 9.93% |
$107K - $123K
|
83K
$941K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.65K- 1.95% |
$113K - $129K
|
485K
$5.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10K- 3.02% |
$118K - $134K
|
322K
$3.65M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-10.3K- 23.76% |
$121K - $138K
|
33.1K
$375K
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-10.3K- 23.76% |
$121K - $138K
|
33.1K
$375K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.7K- 19.15% |
$137K - $157K
|
49.4K
$561K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-11.9K- 29.17% |
$139K - $159K
|
28.9K
$327K
|
|
|
Oct 18, 2022
Q3 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-12.5K- 11.62% |
$146K - $168K
|
95.1K
$1.08M
|