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 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
447New |
$4.93K - $5.4K
|
447
$5.16K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
430New |
$4.74K - $5.19K
|
430
$4.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
412+ 69.83% |
$4.54K - $4.97K
|
1K
$11.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
331New |
$3.65K - $4K
|
331
$3.82K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300New |
$3.31K - $3.62K
|
300
$3.47K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
293+ 1.41% |
$3.23K - $3.54K
|
21K
$243K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
282+ 1.45% |
$3.11K - $3.4K
|
19.7K
$228K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250New |
$2.76K - $3.02K
|
250
$2.89K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
248+ 0.89% |
$2.73K - $2.99K
|
28K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
243+ 1.09% |
$2.68K - $2.93K
|
22.4K
$259K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
229New |
$2.52K - $2.76K
|
229
$2.64K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
200New |
$2.2K - $2.41K
|
200
$2.31K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
182+ 0.14% |
$2.01K - $2.2K
|
133K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
160New |
$1.76K - $1.93K
|
160
$1.85K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
157+ 16.32% |
$1.73K - $1.89K
|
1.12K
$12.9K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
144New |
$1.59K - $1.74K
|
144
$1.66K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
141+ 0.77% |
$1.55K - $1.7K
|
18.5K
$214K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
132New |
$1.45K - $1.59K
|
132
$1.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
93+ 1.21% |
$1.02K - $1.12K
|
7.79K
$90K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
74+ 0.48% |
$815 - $893
|
15.3K
$177K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
49+ 0.14% |
$540 - $591
|
36.3K
$420K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
48New |
$529 - $579
|
48
$554
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
44+ 1.14% |
$485 - $531
|
3.91K
$45.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
43+ 1.6% |
$474 - $519
|
2.73K
$31.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
42+ 0.29% |
$463 - $507
|
14.7K
$170K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32+ 0.27% |
$353 - $386
|
12K
$138K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 1.6% |
$154 - $169
|
888
$10.3K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 1.58% |
$110 - $121
|
641
$7.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4+ 0.01% |
$44.1 - $48.3
|
28K
$324K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 1.48% |
$33.1 - $36.2
|
206
$2.38K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3- 0.21% |
$33.1 - $36.2
|
1.42K
$16.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-30- 0.06% |
$331 - $362
|
52.5K
$607K
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-32- 0.09% |
$353 - $386
|
36.2K
$418K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-34- 0.12% |
$375 - $410
|
28K
$323K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-55- 0.05% |
$606 - $664
|
104K
$1.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-61- 84.72% |
$672 - $736
|
11
$127
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-87- 16.2% |
$959 - $1.05K
|
450
$5.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-100- 0.56% |
$1.1K - $1.21K
|
17.9K
$207K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-114- 0.54% |
$1.26K - $1.38K
|
20.9K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-115- 1.03% |
$1.27K - $1.39K
|
11.1K
$128K
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
SELL
|
- |
-119- 0.36% |
$1.31K - $1.44K
|
33.2K
$383K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-124- 0.11% |
$1.37K - $1.5K
|
109K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-125- 0.6% |
$1.38K - $1.51K
|
20.7K
$239K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-126- 0.21% |
$1.39K - $1.52K
|
59.1K
$683K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-129- 0.7% |
$1.42K - $1.56K
|
18.3K
$211K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-133- 12.35% |
$1.47K - $1.61K
|
944
$10.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-135- 0.98% |
$1.49K - $1.63K
|
13.6K
$157K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-175- 0.29% |
$1.93K - $2.11K
|
59.7K
$689K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-175- 2.06% |
$1.93K - $2.11K
|
8.31K
$95.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 11.11% |
$2.2K - $2.41K
|
1.6K
$18.5K
|