Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
49.7K+ 9.11% |
$548K - $600K
|
596K
$6.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
46.1KNew |
$508K - $557K
|
46.1K
$533K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
45.2KNew |
$498K - $545K
|
45.2K
$522K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
44.8K+ 43.99% |
$494K - $541K
|
147K
$1.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
44.1K+ 19.98% |
$486K - $532K
|
265K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
43.4K+ 74.51% |
$478K - $524K
|
102K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
43.2K+ 28.34% |
$476K - $521K
|
195K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
42.8KNew |
$472K - $517K
|
42.8K
$494K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
39KNew |
$430K - $471K
|
39K
$450K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
38.6KNew |
$425K - $465K
|
38.6K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
38.4KNew |
$423K - $463K
|
38.4K
$443K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.3K+ 4.03% |
$422K - $462K
|
989K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
37.4K+ 289.04% |
$412K - $451K
|
50.3K
$581K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.3K+ 3.2% |
$411K - $450K
|
1.21M
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.1K+ 24.82% |
$409K - $448K
|
187K
$2.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
36.8K+ 265.72% |
$405K - $444K
|
50.6K
$584K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
33.5K+ 21.41% |
$369K - $404K
|
190K
$2.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.4K+ 3.63% |
$357K - $391K
|
924K
$10.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31.5KNew |
$347K - $380K
|
31.5K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
30.8K+ 9.99% |
$340K - $372K
|
339K
$3.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
29.8KNew |
$329K - $360K
|
29.8K
$345K
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
29.2K+ 17.86% |
$321K - $352K
|
193K
$2.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
27.8KNew |
$307K - $336K
|
27.8K
$321K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
27.4KNew |
$301K - $330K
|
27.4K
$316K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27.3KNew |
$301K - $330K
|
27.3K
$315K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
26KNew |
$286K - $313K
|
26K
$300K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
25.3K+ 115.84% |
$279K - $305K
|
47.1K
$544K
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
BUY
|
- |
25.2KNew |
$278K - $304K
|
25.2K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
25.1K+ 39.78% |
$277K - $303K
|
88.3K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
25KNew |
$276K - $302K
|
25K
$289K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
24.4K+ 67.28% |
$269K - $294K
|
60.6K
$700K
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
24.3KNew |
$268K - $294K
|
24.3K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
24.1K+ 7319.45% |
$265K - $291K
|
24.4K
$282K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
23.9K+ 34.1% |
$263K - $288K
|
93.9K
$1.08M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
23.5K+ 9.02% |
$259K - $283K
|
284K
$3.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21.1KNew |
$233K - $255K
|
21.1K
$244K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20KNew |
$221K - $242K
|
20K
$231K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
19.6KNew |
$216K - $237K
|
19.6K
$226K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.5K+ 17.46% |
$215K - $236K
|
131K
$1.52M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.7K+ 10.78% |
$206K - $226K
|
192K
$2.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
18.5KNew |
$203K - $223K
|
18.5K
$213K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
18.2KNew |
$201K - $220K
|
18.2K
$211K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
17.7KNew |
$195K - $214K
|
17.7K
$204K
|
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
17.5K+ 82.51% |
$193K - $212K
|
38.8K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.3K+ 2.85% |
$191K - $209K
|
626K
$7.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
17KNew |
$187K - $205K
|
17K
$196K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
16.7K+ 78.45% |
$184K - $202K
|
38K
$439K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
16.7K+ 109.08% |
$184K - $201K
|
31.9K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.6K+ 33.52% |
$183K - $200K
|
66K
$762K
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
16.3K+ 8.33% |
$179K - $197K
|
212K
$2.45M
|