Purchases and Sales Made in Q3 2023 in Invesco ETF Tr Ii Pfd ETF (PGX)

PGX Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr Ii Pfd ETF (PGX) during Q3 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
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.59M
+ 12.16%
$17.3M - $18.2M
14.6M $176M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.28M
+ 9.07%
$14M - $14.7M
15.4M $185M
Sep 04, 2024 Q3 2023
Stonebridge Advisors LLC

Wilton, CT
BUY
 -
1.01M
+ 152.9%
$11M - $11.6M
1.67M $20M
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
896K
+ 6146.51%
$9.76M - $10.3M
910K $10.9M
Nov 07, 2023 Q3 2023
Community Financial Services Group, LLC

Newport, VT
BUY
 -
862K
New
$9.4M - $9.89M
862K $10.3M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
499K
New
$5.44M - $5.72M
499K $5.99M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
367K
+ 15.49%
$4M - $4.21M
2.74M $32.8M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
303K
+ 311.6%
$3.31M - $3.48M
401K $4.81M
Nov 02, 2023 Q3 2023
Spectrum Asset Management, Inc.

BUY
 -
290K
+ 11.37%
$3.16M - $3.32M
2.84M $34M
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
252K
+ 3136.46%
$2.75M - $2.89M
260K $3.12M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
192K
New
$2.09M - $2.2M
192K $2.3M
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
188K
New
$2.04M - $2.15M
188K $2.25M
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
159K
+ 17.21%
$1.73M - $1.82M
1.08M $13M
Nov 09, 2023 Q3 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
131K
+ 15.64%
$1.43M - $1.5M
967K $11.6M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
128K
+ 318.83%
$1.4M - $1.47M
168K $2.02M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
121K
New
$1.32M - $1.39M
121K $1.45M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
120K
New
$1.31M - $1.38M
120K $1.44M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
110K
+ 50.33%
$1.2M - $1.26M
328K $3.94M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
107K
+ 158.51%
$1.17M - $1.23M
175K $2.1M
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
97.4K
New
$1.06M - $1.12M
97.4K $1.17M
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
87.8K
+ 109.02%
$957K - $1.01M
168K $2.02M
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
66.1K
+ 8.62%
$720K - $758K
833K $10M
Oct 30, 2023 Q3 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
63.9K
+ 56.57%
$697K - $733K
177K $2.12M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
62.2K
New
$678K - $713K
62.2K $746K
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
60.9K
+ 117.7%
$663K - $698K
113K $1.35M
Nov 13, 2023 Q3 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
60K
+ 38.43%
$654K - $688K
216K $2.59M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
54.4K
New
$593K - $624K
54.4K $653K
Oct 19, 2023 Q3 2023
Kg&L Capital Management,Llc

BUY
 -
51.6K
+ 35.84%
$562K - $592K
196K $2.35M
Nov 13, 2023 Q3 2023
Strategic Advocates LLC

Logan, UT
BUY
 -
47.1K
New
$513K - $540K
47.1K $565K
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
44.5K
+ 122.11%
$485K - $511K
81K $972K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
41.2K
New
$449K - $473K
41.2K $495K
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
39.4K
+ 38.24%
$430K - $452K
142K $1.71M
Oct 12, 2023 Q3 2023
Prairiewood Capital, LLC

BUY
 -
39.2K
+ 15.57%
$427K - $450K
291K $3.49M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
38.4K
New
$418K - $440K
38.4K $461K
Oct 16, 2023 Q3 2023
Independence Bank Of Kentucky

BUY
 -
36.7K
+ 88.58%
$400K - $421K
78.1K $938K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
31.7K
+ 8.8%
$345K - $363K
392K $4.7M
Nov 01, 2023 Q3 2023
Albion Financial Group

BUY
 -
27.7K
+ 37.37%
$301K - $317K
102K $1.22M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
27.6K
+ 1823.43%
$300K - $316K
29.1K $349K
Nov 15, 2023 Q3 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
27.5K
New
$300K - $316K
27.5K $330K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
27.3K
New
$297K - $313K
27.3K $327K
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
27K
+ 6.28%
$294K - $310K
457K $5.48M
Nov 09, 2023 Q3 2023
Garrett Wealth Advisory Group, LLC

BUY
 -
26.6K
+ 4.88%
$290K - $305K
572K $6.86M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
25.9K
New
$282K - $297K
25.9K $310K
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
25.7K
New
$280K - $295K
25.7K $308K
Nov 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
25.2K
New
$275K - $289K
25.2K $303K
Nov 01, 2023 Q3 2023
Autumn Glory Partners, LLC

BUY
 -
24.2K
New
$264K - $277K
24.2K $290K
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
24.1K
New
$263K - $277K
24.1K $290K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
23.8K
+ 8.62%
$259K - $273K
300K $3.6M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
23.1K
+ 9.41%
$251K - $265K
268K $3.22M

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