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 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-60.1K- 6.42% |
$662K - $725K
|
876K
$10.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-61K- 5.92% |
$672K - $737K
|
970K
$11.3M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-62.6KClosed |
$690K - $756K
|
0
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-66.1K- 16.61% |
$729K - $798K
|
332K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-69.9K- 21.95% |
$770K - $844K
|
249K
$2.91M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-74.5K- 28.6% |
$821K - $899K
|
186K
$2.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-76.8K- 19.25% |
$847K - $928K
|
322K
$3.77M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-84.6K- 42.61% |
$933K - $1.02M
|
114K
$1.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-88K- 35.83% |
$970K - $1.06M
|
158K
$1.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-89.2K- 26.0% |
$982K - $1.08M
|
254K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-89.5K- 30.07% |
$986K - $1.08M
|
208K
$2.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-93.5K- 43.74% |
$1.03M - $1.13M
|
120K
$1.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-95.6K- 34.82% |
$1.05M - $1.15M
|
179K
$2.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-97K- 6.81% |
$1.07M - $1.17M
|
1.33M
$15.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-100K- 52.08% |
$1.1M - $1.21M
|
92.2K
$1.08M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-103K- 89.33% |
$1.14M - $1.25M
|
12.4K
$144K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-104K- 26.36% |
$1.15M - $1.26M
|
291K
$3.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-107K- 87.52% |
$1.17M - $1.29M
|
15.2K
$178K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-110K- 60.08% |
$1.22M - $1.33M
|
73.3K
$857K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-112K- 57.09% |
$1.24M - $1.35M
|
84.4K
$986K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-152K- 98.14% |
$1.67M - $1.83M
|
2.88K
$33.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-176K- 49.23% |
$1.94M - $2.12M
|
181K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-199K- 51.03% |
$2.2M - $2.41M
|
191K
$2.24M
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
SELL
|
- |
-208K- 30.68% |
$2.29M - $2.51M
|
469K
$5.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-225K- 70.12% |
$2.48M - $2.72M
|
96K
$1.12M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-225K- 70.12% |
$2.48M - $2.72M
|
96K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-226K- 29.69% |
$2.49M - $2.72M
|
534K
$6.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-268K- 78.85% |
$2.95M - $3.23M
|
71.8K
$840K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-386K- 79.51% |
$4.25M - $4.66M
|
99.4K
$1.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-419K- 14.58% |
$4.62M - $5.06M
|
2.45M
$28.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-455K- 7.94% |
$5.02M - $5.5M
|
5.28M
$61.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-840K- 23.89% |
$9.25M - $10.1M
|
2.68M
$31.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.24M- 87.18% |
$13.6M - $15M
|
182K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.88M- 37.31% |
$86.8M - $95.1M
|
13.2M
$155M
|