Purchases and Sales Made in Q4 2023 in Invesco ETF Tr Ii Pfd ETF (PGX)

PGX Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr Ii Pfd ETF (PGX) during Q4 2023. 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, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
34K
New
$347K - $394K
34K $394K
Feb 12, 2024 Q4 2023
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
31.5K
New
$322K - $365K
31.5K $365K
Feb 05, 2024 Q4 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
30.8K
New
$315K - $357K
30.8K $357K
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
29.3K
+ 7.13%
$299K - $340K
440K $5.11M
Jan 30, 2024 Q4 2023
Act Advisors, Llc.

BUY
 -
28.5K
New
$291K - $330K
28.5K $330K
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
28K
+ 0.82%
$286K - $325K
3.44M $39.9M
Feb 14, 2024 Q4 2023
Ff Advisors,Llc

Manhattan Beach, CA
BUY
 -
25.2K
New
$257K - $292K
25.2K $292K
Feb 14, 2024 Q4 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
25K
New
$255K - $290K
25K $290K
Feb 13, 2024 Q4 2023
Belpointe Asset Management LLC

BUY
 -
23.7K
New
$242K - $274K
23.7K $274K
Feb 13, 2024 Q4 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
22.8K
+ 14.37%
$233K - $264K
181K $2.1M
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

BUY
 -
19.5K
New
$199K - $225K
19.5K $226K
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
18.8K
+ 163.74%
$192K - $218K
30.3K $351K
Feb 05, 2024 Q4 2023
Field & Main Bank

BUY
 -
18.4K
+ 20.52%
$188K - $213K
108K $1.25M
Feb 13, 2024 Q4 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
18.2K
New
$185K - $210K
18.2K $211K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
18.2K
+ 5.38%
$185K - $210K
356K $4.12M
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

BUY
 -
18.1K
+ 8.51%
$185K - $210K
231K $2.68M
Jan 12, 2024 Q4 2023
Ls Investment Advisors, LLC

BUY
 -
18K
New
$184K - $208K
18K $209K
Feb 06, 2024 Q4 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
17.9K
New
$183K - $207K
17.9K $207K
Feb 12, 2024 Q4 2023
Cap Partners, LLC

Franklin, TN
BUY
 -
17.4K
New
$177K - $201K
17.4K $201K
Feb 06, 2024 Q4 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
15.5K
New
$159K - $180K
15.5K $180K
Jul 24, 2024 Q4 2023
Farrell Financial LLC

Orchard Park, NY
BUY
 -
15.5K
New
$159K - $180K
15.5K $180K
Feb 14, 2024 Q4 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
15K
New
$154K - $174K
15K $174K
Jan 30, 2024 Q4 2023
Investors Research Corp

BUY
 -
14.6K
+ 5.14%
$149K - $169K
298K $3.46M
Feb 06, 2024 Q4 2023
Paragon Advisors, LLC

BUY
 -
14K
New
$143K - $162K
14K $162K
Jan 08, 2024 Q4 2023
First Hawaiian Bank

BUY
 -
13.7K
+ 4.64%
$140K - $159K
309K $3.59M
Jan 08, 2024 Q4 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
12.9K
+ 2.29%
$132K - $149K
577K $6.69M
Feb 14, 2024 Q4 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
12.6K
New
$129K - $146K
12.6K $146K
Feb 13, 2024 Q4 2023
Up Strategic Wealth Investment Advisors LLC

Pittsburgh, PA
BUY
 -
12.3K
New
$125K - $142K
12.3K $142K
Jan 16, 2024 Q4 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
12.2K
+ 122.04%
$125K - $141K
22.2K $257K
Feb 09, 2024 Q4 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
12.2K
New
$124K - $141K
12.2K $141K
Jan 16, 2024 Q4 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
11.7K
New
$120K - $136K
11.7K $136K
Jan 24, 2024 Q4 2023
Arkadios Wealth Advisors

BUY
 -
11.2K
New
$114K - $130K
11.2K $130K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
11K
New
$113K - $128K
11K $128K
Feb 07, 2024 Q4 2023
First United Bank & Trust

BUY
 -
10.4K
New
$106K - $121K
10.4K $121K
Feb 14, 2024 Q4 2023
Basso Capital Management, L.P.

Stamford, CT
BUY
 -
10.3K
New
$105K - $119K
10.3K $120K
Jan 24, 2024 Q4 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
10.3K
New
$105K - $119K
10.3K $119K
Mar 14, 2024 Q4 2023
Walden Wealth Partners LLC

Beachwood, OH
BUY
 -
10.2K
New
$104K - $118K
10.2K $118K
Jan 24, 2024 Q4 2023
Financial Insights, Inc.

BUY
 -
10.1K
New
$103K - $117K
10.1K $117K
Feb 13, 2024 Q4 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
10.1K
New
$103K - $116K
10.1K $116K
Jan 16, 2024 Q4 2023
Sanchez Wealth Management Group

BUY
 -
9.8K
+ 19.65%
$100K - $114K
59.7K $692K
Jan 10, 2024 Q4 2023
Worth Asset Management, LLC

BUY
 -
9.1K
+ 56.98%
$92.9K - $105K
25.1K $291K
Jan 23, 2024 Q4 2023
Umb Bank, N.A.

BUY
 -
9.03K
New
$92.2K - $105K
9.03K $105K
Feb 13, 2024 Q4 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
8.73K
+ 50.84%
$89.1K - $101K
25.9K $300K
Jan 19, 2024 Q4 2023
Pinnacle Associates LTD

BUY
 -
7.98K
+ 42.81%
$81.5K - $92.4K
26.6K $309K
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
7.59K
+ 64.67%
$77.5K - $87.9K
19.3K $224K
Feb 14, 2024 Q4 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
7.36K
+ 5.66%
$75.1K - $85.2K
137K $1.59M
Jan 12, 2024 Q4 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
7.15K
+ 167.18%
$73K - $82.8K
11.4K $132K
Feb 13, 2024 Q4 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
6.97K
+ 27.86%
$71.1K - $80.7K
32K $371K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
6.64K
+ 2.83%
$67.8K - $76.8K
241K $2.8M

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