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 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
425
New
$4.34K - $4.92K
425 $4.93K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
415
New
$4.24K - $4.81K
415 $4.81K
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
412
+ 3.45%
$4.21K - $4.77K
12.4K $143K
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
345
+ 1.39%
$3.52K - $4K
25.2K $292K
Feb 14, 2024 Q4 2023
Bramshill Investments, LLC

Naples, FL
BUY
 -
310
New
$3.17K - $3.59K
310 $3.59K
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

BUY
 -
301
+ 0.96%
$3.07K - $3.49K
31.8K $368K
Jan 26, 2024 Q4 2023
Argus Investors' Counsel, Inc.

BUY
 -
274
+ 0.68%
$2.8K - $3.17K
40.3K $467K
Feb 12, 2024 Q4 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
270
+ 1.79%
$2.76K - $3.13K
15.3K $178K
Feb 06, 2024 Q4 2023
Cullen/Frost Bankers, Inc.

BUY
 -
241
+ 0.31%
$2.46K - $2.79K
79.2K $918K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
218
+ 1.27%
$2.23K - $2.52K
17.3K $201K
Jan 23, 2024 Q4 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
188
+ 1.8%
$1.92K - $2.18K
10.7K $124K
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
181
+ 13.39%
$1.85K - $2.1K
1.53K $17.8K
Jan 19, 2024 Q4 2023
Argus Investors' Counsel, Inc.

BUY
 -
175
+ 0.44%
$1.79K - $2.03K
40K $464K
Feb 01, 2024 Q4 2023
Cutter & CO Brokerage, Inc.

BUY
 -
135
+ 1.07%
$1.38K - $1.56K
12.7K $147K
Jan 31, 2024 Q4 2023
Riggs Asset Managment Co. Inc.

BUY
 -
123
New
$1.26K - $1.42K
123 $1.43K
Jan 29, 2024 Q4 2023
Friedenthal Financial

BUY
 -
118
+ 0.31%
$1.2K - $1.37K
38.8K $450K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
111
New
$1.13K - $1.29K
111 $1.29K
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
103
+ 0.67%
$1.05K - $1.19K
15.4K $179K
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
90
New
$919 - $1.04K
90 $1.04K
Feb 14, 2024 Q4 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
88
New
$898 - $1.02K
88 $1.02K
Feb 14, 2024 Q4 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
87
New
$888 - $1.01K
87 $1.01K
Feb 14, 2024 Q4 2023
Investmark Advisory Group LLC

BUY
 -
74
+ 0.41%
$756 - $857
18K $209K
Feb 14, 2024 Q4 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
65
+ 0.84%
$664 - $753
7.81K $90.6K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
59
New
$602 - $683
59 $684
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
58
New
$592 - $672
58 $672
Feb 08, 2024 Q4 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
49
+ 0.32%
$500 - $567
15.5K $179K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
49
+ 0.49%
$500 - $567
10.1K $117K
Feb 09, 2024 Q4 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
43
+ 1.51%
$439 - $498
2.89K $33.5K
Jan 05, 2024 Q4 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
35
+ 0.14%
$357 - $405
24.6K $285K
Feb 09, 2024 Q4 2023
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
35
+ 0.43%
$357 - $405
8.13K $94.2K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
32
+ 1.83%
$327 - $371
1.78K $20.7K
Feb 06, 2024 Q4 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
30
+ 0.18%
$306 - $347
16.3K $189K
Jan 25, 2024 Q4 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
29
+ 0.8%
$296 - $336
3.67K $42.5K
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
22
New
$225 - $255
22 $255
Jan 26, 2024 Q4 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
21
+ 1.79%
$214 - $243
1.19K $13.8K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
20
+ 0.2%
$204 - $232
9.93K $115K
Jan 10, 2024 Q4 2023
Soa Wealth Advisors, Llc.

BUY
 -
18
+ 0.63%
$184 - $208
2.87K $33.3K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
18
New
$184 - $208
18 $209
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
7
New
$71.5 - $81.1
7 $81.1
Jan 05, 2024 Q4 2023
Capital Investment Advisors, LLC

BUY
 -
4
+ 0.02%
$40.8 - $46.3
26.6K $308K
Feb 06, 2024 Q4 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
4
+ 0.0%
$40.8 - $46.3
106K $1.23M
Jan 02, 2024 Q4 2023
Goal Vest Advisory LLC

BUY
 -
2
New
$20.4 - $23.2
2 $23.2
Feb 06, 2024 Q4 2023
Sheets Smith Wealth Management

SELL
 -
-18
- 0.11%
$184 - $208
16.7K $193K
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-26
- 66.67%
$265 - $301
13 $151
Jan 23, 2024 Q4 2023
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-36
- 29.03%
$368 - $417
88 $1.02K
Jan 24, 2024 Q4 2023
Venture Visionary Partners LLC

SELL
 -
-37
- 0.36%
$378 - $428
10.4K $120K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-67
- 0.64%
$684 - $776
10.5K $121K
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

SELL
 -
-70
- 0.61%
$715 - $811
11.4K $132K
Feb 08, 2024 Q4 2023
Oxbow Advisors, LLC

Corpus Christi, TX
SELL
 -
-88
- 0.31%
$898 - $1.02K
28.2K $327K

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