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 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-200- 0.25% |
$2.2K - $2.41K
|
79.4K
$917K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-272- 5.17% |
$3K - $3.28K
|
4.99K
$57.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-296- 80.43% |
$3.26K - $3.57K
|
72
$832
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-338- 2.92% |
$3.72K - $4.08K
|
11.2K
$130K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-384- 31.4% |
$4.23K - $4.63K
|
839
$9.69K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-444- 3.2% |
$4.89K - $5.36K
|
13.4K
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-483- 1.97% |
$5.32K - $5.83K
|
24.1K
$278K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-488- 39.64% |
$5.38K - $5.89K
|
743
$8.58K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-533- 1.23% |
$5.87K - $6.43K
|
42.6K
$492K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-561- 5.28% |
$6.18K - $6.77K
|
10.1K
$116K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-685- 5.24% |
$7.55K - $8.27K
|
12.4K
$143K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-695- 7.8% |
$7.66K - $8.39K
|
8.22K
$94.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-700- 29.79% |
$7.71K - $8.45K
|
1.65K
$19.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-730- 3.08% |
$8.04K - $8.81K
|
23K
$265K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-748Closed |
$8.24K - $9.03K
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-788- 17.24% |
$8.68K - $9.51K
|
3.78K
$43.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-795- 10.8% |
$8.76K - $9.6K
|
6.57K
$75.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-814- 22.81% |
$8.97K - $9.82K
|
2.75K
$31.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-815- 2.9% |
$8.98K - $9.84K
|
27.2K
$315K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-835- 2.6% |
$9.2K - $10.1K
|
31.3K
$362K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-845- 7.66% |
$9.31K - $10.2K
|
10.2K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-926- 4.13% |
$10.2K - $11.2K
|
21.5K
$248K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1K- 5.36% |
$11K - $12.1K
|
17.7K
$204K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 17.32% |
$11.3K - $12.4K
|
4.91K
$56.7K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.03K- 17.32% |
$11.3K - $12.4K
|
4.91K
$56.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 9.99% |
$11.4K - $12.5K
|
9.3K
$107K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.1K- 8.16% |
$12.1K - $13.3K
|
12.4K
$143K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.18K- 6.28% |
$13K - $14.2K
|
17.6K
$203K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.2K- 11.84% |
$13.2K - $14.4K
|
8.91K
$103K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.2K- 2.37% |
$13.2K - $14.5K
|
49.3K
$570K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.22K- 0.95% |
$13.5K - $14.7K
|
127K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.23K- 41.19% |
$13.6K - $14.8K
|
1.76K
$20.3K
|
|
|
Jan 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.28K- 0.18% |
$14.1K - $15.4K
|
714K
$8.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.33K- 7.34% |
$14.6K - $16K
|
16.7K
$193K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.36K- 12.87% |
$15K - $16.4K
|
9.22K
$106K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.39K- 3.98% |
$15.3K - $16.7K
|
33.4K
$386K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.39K- 2.3% |
$15.3K - $16.8K
|
59K
$681K
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1.46K- 11.73% |
$16.1K - $17.7K
|
11K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.47K- 61.0% |
$16.2K - $17.7K
|
939
$10.8K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 8.64% |
$16.6K - $18.1K
|
15.9K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.56K- 4.89% |
$17.2K - $18.8K
|
30.3K
$350K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.66K- 1.16% |
$18.3K - $20K
|
141K
$1.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.69K- 13.79% |
$18.6K - $20.4K
|
10.6K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.82K- 9.35% |
$20K - $21.9K
|
17.6K
$203K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2K- 2.21% |
$22K - $24.1K
|
88.2K
$1.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2K- 8.1% |
$22K - $24.1K
|
22.7K
$262K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.03K- 11.96% |
$22.3K - $24.4K
|
14.9K
$172K
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
SELL
|
- |
-2.16K- 4.77% |
$23.8K - $26.1K
|
43.1K
$498K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.25K- 6.36% |
$24.8K - $27.2K
|
33.2K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.27K- 2.37% |
$25K - $27.4K
|
93.5K
$1.08M
|