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 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.4K- 1.51% |
$35K - $36.4K
|
157K
$1.88M
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-2.4KClosed |
$35K - $36.4K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.43K- 11.83% |
$35.5K - $36.9K
|
18.1K
$218K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.46K- 26.7% |
$36K - $37.3K
|
6.76K
$81.1K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.47K- 2.91% |
$36.1K - $37.5K
|
82.4K
$989K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.49KClosed |
$36.3K - $37.7K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.5K- 14.81% |
$36.5K - $37.9K
|
14.4K
$173K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.5KClosed |
$36.5K - $37.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.55K- 11.68% |
$37.3K - $38.7K
|
19.3K
$232K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.83K- 5.48% |
$41.3K - $42.9K
|
48.8K
$586K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.98K- 8.45% |
$43.5K - $45.2K
|
32.3K
$388K
|
|
|
Feb 07, 2022
Q4 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-3.05K- 16.31% |
$44.5K - $46.2K
|
15.7K
$188K
|
|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.18K- 8.69% |
$46.5K - $48.2K
|
33.5K
$401K
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3.24K- 6.74% |
$47.3K - $49.1K
|
44.8K
$538K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3.29K- 9.23% |
$48K - $49.9K
|
32.3K
$388K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.3K- 38.32% |
$48.2K - $50K
|
5.31K
$63.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-3.33K- 30.2% |
$48.7K - $50.5K
|
7.71K
$92.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.49KClosed |
$51K - $52.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3.58KClosed |
$52.3K - $54.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.69K- 22.08% |
$53.9K - $56K
|
13K
$156K
|
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-3.7K- 4.14% |
$54K - $56.1K
|
85.7K
$1.03M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.77K- 5.22% |
$55.1K - $57.2K
|
68.5K
$822K
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-3.79K- 0.57% |
$55.4K - $57.5K
|
665K
$7.98M
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.1K- 3.63% |
$59.9K - $62.2K
|
109K
$1.31M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.44KClosed |
$64.8K - $67.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.71K- 8.17% |
$68.8K - $71.4K
|
53K
$635K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.92KClosed |
$71.8K - $74.5K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.08K- 2.22% |
$74.1K - $76.9K
|
224K
$2.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilton Capital Management, LLC
|
SELL
|
- |
-5.14K- 1.65% |
$75K - $77.9K
|
307K
$3.68M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.21K- 3.79% |
$76.1K - $79K
|
132K
$1.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.47K- 4.76% |
$79.9K - $83K
|
109K
$1.31M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-5.51KClosed |
$80.4K - $83.5K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.83K- 5.33% |
$85.1K - $88.4K
|
104K
$1.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-6.02K- 4.98% |
$87.9K - $91.3K
|
115K
$1.38M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.43K- 11.84% |
$93.9K - $97.5K
|
47.9K
$575K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-6.46K- 1.89% |
$94.3K - $97.9K
|
335K
$4.02M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.51K- 2.5% |
$95.1K - $98.7K
|
254K
$3.05M
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-6.52K- 89.07% |
$95.2K - $98.9K
|
800
$9.6K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-6.56K- 1.99% |
$95.8K - $99.4K
|
323K
$3.88M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.56K- 2.15% |
$95.8K - $99.5K
|
299K
$3.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.57K- 0.64% |
$95.9K - $99.6K
|
1.02M
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-6.63K- 4.45% |
$96.7K - $100K
|
142K
$1.71M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.64K- 31.8% |
$96.9K - $101K
|
14.2K
$171K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-6.75K- 28.57% |
$98.6K - $102K
|
16.9K
$203K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.99K- 5.8% |
$102K - $106K
|
113K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-7.23K- 16.1% |
$105K - $110K
|
37.6K
$452K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-7.3K- 6.94% |
$107K - $111K
|
97.9K
$1.17M
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-7.36K- 13.06% |
$107K - $112K
|
49K
$588K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.53K- 24.12% |
$110K - $114K
|
23.7K
$284K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-7.78KClosed |
$114K - $118K
|
0
$0
|