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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.3K- 7.16% |
$25.3K - $27.7K
|
29.8K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.4K- 15.3% |
$26.4K - $29K
|
13.3K
$155K
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-2.7K- 8.6% |
$29.8K - $32.6K
|
28.7K
$336K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.79K- 5.46% |
$30.7K - $33.7K
|
48.3K
$564K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.91K- 10.15% |
$32K - $35.1K
|
25.7K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.08K- 11.68% |
$33.9K - $37.2K
|
23.3K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.09K- 10.78% |
$34K - $37.3K
|
25.6K
$299K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.09K- 6.62% |
$34.1K - $37.3K
|
43.6K
$510K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.11K- 58.68% |
$34.3K - $37.5K
|
2.19K
$25.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-3.4K- 2.52% |
$37.5K - $41K
|
132K
$1.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-3.45K- 23.5% |
$38K - $41.7K
|
11.2K
$131K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.68K- 24.97% |
$40.5K - $44.4K
|
11.1K
$129K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.97K- 9.01% |
$43.7K - $47.9K
|
40K
$468K
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-4.02K- 2.86% |
$44.3K - $48.5K
|
137K
$1.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.04K- 5.36% |
$44.6K - $48.8K
|
71.4K
$835K
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-4.08K- 0.88% |
$44.9K - $49.2K
|
461K
$5.39M
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.11K- 4.09% |
$45.2K - $49.5K
|
96.3K
$1.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.29K- 33.53% |
$47.3K - $51.8K
|
8.5K
$99.4K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.31K- 15.84% |
$47.5K - $52K
|
22.9K
$267K
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4.4K- 5.21% |
$48.5K - $53.1K
|
80K
$935K
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-4.43K- 12.13% |
$48.8K - $53.4K
|
32.1K
$375K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-4.55K- 24.55% |
$50.2K - $55K
|
14K
$164K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4.77K- 70.67% |
$52.6K - $57.6K
|
1.98K
$23.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.81K- 11.6% |
$53K - $58K
|
36.6K
$428K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-4.94K- 22.52% |
$54.4K - $59.6K
|
17K
$199K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-4.94K- 7.5% |
$54.4K - $59.6K
|
61K
$713K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-4.97K- 33.86% |
$54.8K - $60K
|
9.71K
$113K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-5.02K- 20.68% |
$55.4K - $60.6K
|
19.3K
$225K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
SELL
|
- |
-5.32K- 16.46% |
$58.6K - $64.2K
|
27K
$315K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-5.82K- 22.77% |
$64.1K - $70.2K
|
19.7K
$231K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-5.91K- 6.88% |
$65.1K - $71.3K
|
79.9K
$934K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-5.98K- 52.03% |
$65.9K - $72.2K
|
5.52K
$64.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.11K- 14.03% |
$67.3K - $73.7K
|
37.4K
$438K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-6.8K- 15.93% |
$75K - $82.1K
|
35.9K
$420K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.06K- 22.14% |
$77.8K - $85.2K
|
24.8K
$290K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-7.14K- 5.76% |
$78.7K - $86.2K
|
117K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.24K- 18.21% |
$79.8K - $87.4K
|
32.5K
$380K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-7.51K- 30.06% |
$82.7K - $90.6K
|
17.5K
$204K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-8K- 40.18% |
$88.2K - $96.6K
|
11.9K
$139K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-8.19K- 5.97% |
$90.3K - $98.9K
|
129K
$1.51M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-8.28K- 54.42% |
$91.2K - $99.9K
|
6.93K
$81K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-8.34K- 34.98% |
$91.9K - $101K
|
15.5K
$181K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-8.5K- 21.94% |
$93.7K - $103K
|
30.3K
$354K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-8.76K- 16.39% |
$96.5K - $106K
|
44.7K
$523K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-8.79K- 99.39% |
$96.9K - $106K
|
54
$631
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-8.94K- 16.91% |
$98.5K - $108K
|
43.9K
$513K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9.09K- 4.41% |
$100K - $110K
|
197K
$2.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-9.64K- 18.99% |
$106K - $116K
|
41.1K
$481K
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
SELL
|
- |
-10K- 16.13% |
$110K - $121K
|
52K
$608K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10K- 10.8% |
$110K - $121K
|
82.8K
$968K
|