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 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-80.5K- 33.23% |
$944K - $1.08M
|
162K
$1.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-83.4K- 24.36% |
$977K - $1.12M
|
259K
$2.94M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-84.6K- 68.63% |
$991K - $1.13M
|
38.7K
$439K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-96.9K- 23.17% |
$1.14M - $1.3M
|
321K
$3.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-96.9K- 23.17% |
$1.14M - $1.3M
|
321K
$3.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-98.6K- 13.94% |
$1.16M - $1.32M
|
609K
$6.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-101K- 20.42% |
$1.19M - $1.36M
|
395K
$4.48M
|
|
|
Oct 14, 2022
Q3 2022
|
Golden Green, Inc.
|
SELL
|
- |
-111K- 30.87% |
$1.3M - $1.49M
|
248K
$2.81M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-118K- 64.43% |
$1.39M - $1.59M
|
65.3K
$741K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-171K- 0.8% |
$2.01M - $2.3M
|
21.1M
$239M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-210K- 16.93% |
$2.46M - $2.82M
|
1.03M
$11.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-229K- 3.84% |
$2.68M - $3.07M
|
5.73M
$65M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-238K- 68.76% |
$2.79M - $3.19M
|
108K
$1.23M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-265K- 32.49% |
$3.11M - $3.55M
|
551K
$6.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-286K- 23.54% |
$3.35M - $3.83M
|
928K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-296K- 66.4% |
$3.46M - $3.96M
|
150K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-302K- 0.6% |
$3.54M - $4.06M
|
50.3M
$570M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-344K- 26.08% |
$4.03M - $4.61M
|
974K
$11M
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-382K- 83.04% |
$4.48M - $5.12M
|
78K
$885K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-443K- 31.78% |
$5.19M - $5.94M
|
951K
$10.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-600K- 60.82% |
$7.04M - $8.05M
|
387K
$4.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-715K- 16.9% |
$8.38M - $9.59M
|
3.52M
$39.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-767K- 11.76% |
$8.99M - $10.3M
|
5.76M
$65.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-814K- 22.07% |
$9.54M - $10.9M
|
2.87M
$32.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-889K- 23.33% |
$10.4M - $11.9M
|
2.92M
$33.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.6M- 53.01% |
$18.8M - $21.5M
|
1.42M
$16.1M
|
|
|
May 25, 2023
Q3 2022
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-4.91M- 93.0% |
$57.5M - $65.8M
|
370K
$4.19M
|