Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.62M+ 12.62% |
$96.6M - $100M
|
59.1M
$709M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
768KNew |
$11.2M - $11.6M
|
768K
$9.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
639K+ 14.04% |
$9.33M - $9.68M
|
5.19M
$62.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
613K+ 6.81% |
$8.94M - $9.29M
|
9.61M
$115M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
534K+ 252.91% |
$7.8M - $8.1M
|
745K
$8.95M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
530KNew |
$7.74M - $8.03M
|
530K
$6.36M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
480KNew |
$7.01M - $7.27M
|
480K
$5.76M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
463K+ 38.09% |
$6.75M - $7.01M
|
1.68M
$20.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
358K+ 15.08% |
$5.22M - $5.43M
|
2.73M
$32.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
342K+ 410.2% |
$4.99M - $5.19M
|
425K
$5.11M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
274KNew |
$4M - $4.15M
|
274K
$3.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
267K+ 3.23% |
$3.9M - $4.05M
|
8.52M
$102M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
238KNew |
$3.48M - $3.61M
|
238K
$2.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
235K+ 1.66% |
$3.42M - $3.56M
|
14.4M
$172M
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
BUY
|
- |
230KNew |
$3.36M - $3.49M
|
230K
$2.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
205KNew |
$3M - $3.11M
|
205K
$2.46M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
200KNew |
$2.93M - $3.04M
|
200K
$2.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
177KNew |
$2.58M - $2.68M
|
177K
$2.12M
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
166K+ 17.33% |
$2.42M - $2.52M
|
1.12M
$13.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
145KNew |
$2.11M - $2.19M
|
145K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
142K+ 64.37% |
$2.08M - $2.16M
|
363K
$4.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
136K+ 21.98% |
$1.98M - $2.06M
|
754K
$9.05M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
124K+ 105.24% |
$1.81M - $1.87M
|
241K
$2.89M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
122K+ 27.72% |
$1.78M - $1.84M
|
561K
$6.73M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
121K+ 1.51% |
$1.77M - $1.84M
|
8.14M
$97.6M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
111KNew |
$1.62M - $1.68M
|
111K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
110K+ 678.0% |
$1.6M - $1.66M
|
126K
$1.51M
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
108KNew |
$1.58M - $1.64M
|
108K
$1.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
104K+ 16.29% |
$1.52M - $1.58M
|
742K
$8.91M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
99.8KNew |
$1.46M - $1.51M
|
99.8K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
94.2KNew |
$1.37M - $1.43M
|
94.2K
$1.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
92.3K+ 12.22% |
$1.35M - $1.4M
|
847K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
91.8KNew |
$1.34M - $1.39M
|
91.8K
$1.1M
|
|
|
Jan 31, 2022
Q4 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
90.2K+ 13.65% |
$1.32M - $1.37M
|
751K
$9.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
88KNew |
$1.29M - $1.33M
|
88K
$1.06M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
85.5K+ 16.18% |
$1.25M - $1.3M
|
614K
$7.37M
|
|
|
May 16, 2022
Q4 2021
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
84.3KNew |
$1.23M - $1.28M
|
84.3K
$1.01M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
83.7K+ 249.73% |
$1.22M - $1.27M
|
117K
$1.41M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
80.6KNew |
$1.18M - $1.22M
|
80.6K
$967K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.9K+ 5.18% |
$1.08M - $1.12M
|
1.5M
$18M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
67.1K+ 6.44% |
$980K - $1.02M
|
1.11M
$13.3M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
64.8K+ 29.93% |
$946K - $982K
|
281K
$3.37M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
63.4K+ 8.57% |
$926K - $961K
|
803K
$9.64M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
62.3K+ 11.11% |
$909K - $944K
|
623K
$7.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
57.9KNew |
$845K - $878K
|
57.9K
$695K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
57.1K+ 24.99% |
$834K - $866K
|
286K
$3.43M
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
56.9KNew |
$831K - $863K
|
56.9K
$683K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
54.2KNew |
$791K - $822K
|
54.2K
$650K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
53.6K+ 29.55% |
$783K - $813K
|
235K
$2.82M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
52.9KNew |
$773K - $803K
|
52.9K
$635K
|