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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16KNew |
$176K - $193K
|
16K
$185K
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
15.9K+ 101.76% |
$175K - $192K
|
31.5K
$364K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
15.8KNew |
$174K - $190K
|
15.8K
$182K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15.5K+ 89.93% |
$171K - $187K
|
32.7K
$377K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
15.2K+ 329.61% |
$168K - $184K
|
19.8K
$229K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
14.3KNew |
$158K - $173K
|
14.3K
$165K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
14.1K+ 18.33% |
$156K - $170K
|
91.2K
$1.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.9KNew |
$153K - $168K
|
13.9K
$160K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.8K+ 39.59% |
$152K - $167K
|
48.7K
$562K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
13.7KNew |
$151K - $165K
|
13.7K
$158K
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
13.2KNew |
$145K - $159K
|
13.2K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.1K+ 16.4% |
$145K - $159K
|
93.3K
$1.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
13.1K+ 63.5% |
$144K - $158K
|
33.7K
$390K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.6KNew |
$128K - $140K
|
11.6K
$134K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.4KNew |
$126K - $138K
|
11.4K
$132K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.3KNew |
$125K - $137K
|
11.3K
$131K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
11.2K+ 15.93% |
$123K - $135K
|
81.1K
$937K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
11.1KNew |
$122K - $133K
|
11.1K
$128K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 2.73% |
$121K - $133K
|
413K
$4.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11K+ 10.01% |
$121K - $132K
|
121K
$1.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.9KNew |
$121K - $132K
|
10.9K
$126K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
10.8K+ 4.37% |
$119K - $131K
|
258K
$2.98M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.7K+ 16.28% |
$118K - $130K
|
76.7K
$886K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
10.2KNew |
$113K - $124K
|
10.2K
$118K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
9.76K+ 65.07% |
$108K - $118K
|
24.8K
$286K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
9.63K+ 4.6% |
$106K - $116K
|
219K
$2.53M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.15K+ 16.09% |
$101K - $110K
|
66K
$762K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
8.93K+ 58.95% |
$98.4K - $108K
|
24.1K
$278K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
8.18K+ 2.76% |
$90.2K - $98.8K
|
305K
$3.52M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.18K+ 4.09% |
$90.2K - $98.7K
|
208K
$2.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.99K+ 12.23% |
$88K - $96.4K
|
73.3K
$847K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.89KNew |
$87K - $95.3K
|
7.89K
$91.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.74K+ 16.14% |
$85.2K - $93.4K
|
55.7K
$643K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.31K+ 60.49% |
$80.6K - $88.3K
|
19.4K
$224K
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
7.3K+ 2.94% |
$80.4K - $88.1K
|
255K
$2.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7K+ 100.0% |
$77.1K - $84.5K
|
14K
$162K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.76KNew |
$74.5K - $81.6K
|
6.76K
$78.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.2K+ 18.64% |
$68.4K - $74.9K
|
39.5K
$456K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
5.93K+ 18.05% |
$65.4K - $71.6K
|
38.8K
$448K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
5.85K+ 40.15% |
$64.5K - $70.6K
|
20.4K
$236K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5.47K+ 7.01% |
$60.2K - $66K
|
83.5K
$964K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
5.3KNew |
$58.4K - $64K
|
5.3K
$61.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
4.7K+ 35.34% |
$51.8K - $56.7K
|
18K
$208K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.68K+ 23.84% |
$51.6K - $56.5K
|
24.3K
$281K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.67K+ 14.74% |
$51.5K - $56.4K
|
36.4K
$420K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4.52KNew |
$49.8K - $54.6K
|
4.52K
$52.2K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.24K+ 8.73% |
$46.7K - $51.2K
|
52.8K
$610K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.13K+ 5.3% |
$45.5K - $49.9K
|
82.1K
$948K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4K+ 25.0% |
$44.1K - $48.3K
|
20K
$231K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.97K+ 4.08% |
$43.8K - $48K
|
101K
$1.17M
|