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 |
|---|---|---|---|---|---|---|---|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-264- 0.12% |
$3.85K - $4K
|
216K
$2.53M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-267- 0.23% |
$3.9K - $4.05K
|
117K
$1.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-278- 0.83% |
$4.06K - $4.21K
|
33.3K
$389K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-300- 1.71% |
$4.38K - $4.55K
|
17.3K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-358Closed |
$5.23K - $5.43K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-377- 2.15% |
$5.5K - $5.72K
|
17.2K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-392- 3.29% |
$5.72K - $5.94K
|
11.5K
$135K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-442- 0.27% |
$6.45K - $6.7K
|
160K
$1.87M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-459- 0.55% |
$6.7K - $6.96K
|
83.5K
$977K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-479- 3.86% |
$6.99K - $7.26K
|
11.9K
$140K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-495- 2.05% |
$7.23K - $7.5K
|
23.7K
$277K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-500Closed |
$7.3K - $7.58K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-597Closed |
$8.72K - $9.05K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-644- 0.73% |
$9.4K - $9.76K
|
87.3K
$1.02M
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-650- 0.82% |
$9.49K - $9.85K
|
78.7K
$920K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-684- 2.58% |
$9.99K - $10.4K
|
25.9K
$302K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-700- 12.28% |
$10.2K - $10.6K
|
5K
$58.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-709- 0.53% |
$10.4K - $10.7K
|
134K
$1.56M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-734- 11.78% |
$10.7K - $11.1K
|
5.5K
$64.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-737- 73.19% |
$10.8K - $11.2K
|
270
$3.16K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-780- 21.08% |
$11.4K - $11.8K
|
2.92K
$34.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-794Closed |
$11.6K - $12K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-823- 2.09% |
$12K - $12.5K
|
38.6K
$451K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-838- 11.82% |
$12.2K - $12.7K
|
6.25K
$73.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-860- 4.03% |
$12.6K - $13K
|
20.5K
$240K
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-900- 2.72% |
$13.1K - $13.6K
|
32.1K
$376K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-931- 0.81% |
$13.6K - $14.1K
|
114K
$1.34M
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1KClosed |
$14.6K - $15.2K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.12K- 0.95% |
$16.3K - $16.9K
|
117K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-1.13K- 5.31% |
$16.5K - $17.1K
|
20.1K
$235K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.24K- 4.26% |
$18.1K - $18.8K
|
27.9K
$326K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.3K- 26.74% |
$19K - $19.7K
|
3.56K
$41.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.33KClosed |
$19.4K - $20.1K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.35K- 0.5% |
$19.7K - $20.5K
|
269K
$3.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.4K- 1.39% |
$20.5K - $21.2K
|
99.5K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-1.42K- 3.18% |
$20.8K - $21.6K
|
43.3K
$507K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-1.43K- 5.62% |
$20.8K - $21.6K
|
23.9K
$280K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.44K- 5.53% |
$21K - $21.8K
|
24.5K
$287K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.45K- 7.63% |
$21.2K - $22K
|
17.6K
$206K
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.49K- 1.33% |
$21.7K - $22.5K
|
111K
$1.29M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.5K- 35.36% |
$21.9K - $22.7K
|
2.74K
$32.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.6K- 4.57% |
$23.4K - $24.3K
|
33.4K
$391K
|
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.6K- 0.37% |
$23.4K - $24.3K
|
433K
$5.07M
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.66K- 0.71% |
$24.2K - $25.1K
|
230K
$2.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.78K- 12.04% |
$26K - $27K
|
13K
$152K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.91K- 3.07% |
$27.8K - $28.9K
|
60.2K
$704K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.95K- 15.06% |
$28.5K - $29.6K
|
11K
$129K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.06K- 8.99% |
$30K - $31.2K
|
20.8K
$243K
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.07K- 4.51% |
$30.2K - $31.4K
|
43.8K
$512K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.36K- 16.05% |
$34.5K - $35.8K
|
12.4K
$145K
|