Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.07M+ 27.82% |
$40.3M - $45.8M
|
14.1M
$163M
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.63MNew |
$21.4M - $24.3M
|
1.63M
$18.9M
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
534K+ 381.51% |
$7.01M - $7.96M
|
674K
$7.81M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
524K+ 2.43% |
$6.88M - $7.81M
|
22.1M
$256M
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
500KNew |
$6.57M - $7.46M
|
500K
$5.79M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
490K+ 520.25% |
$6.43M - $7.3M
|
584K
$6.76M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
431KNew |
$5.66M - $6.43M
|
431K
$4.99M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
413K+ 352.05% |
$5.42M - $6.16M
|
530K
$6.14M
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
319K+ 588.21% |
$4.19M - $4.75M
|
373K
$4.32M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
304K+ 11.13% |
$3.99M - $4.53M
|
3.04M
$35.1M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
237KNew |
$3.11M - $3.53M
|
237K
$2.74M
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
237KNew |
$3.11M - $3.53M
|
237K
$2.74M
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
202KNew |
$2.65M - $3.01M
|
202K
$2.34M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
185K+ 26.56% |
$2.43M - $2.76M
|
884K
$10.2M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
184KNew |
$2.41M - $2.74M
|
184K
$2.13M
|
|
Apr 18, 2022
Q1 2022
|
Golden Green, Inc.
|
BUY
|
- |
183K+ 102.46% |
$2.4M - $2.72M
|
361K
$4.18M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
182K+ 14.81% |
$2.4M - $2.72M
|
1.41M
$16.4M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
181K+ 10.78% |
$2.37M - $2.69M
|
1.86M
$21.5M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
180K+ 264.19% |
$2.37M - $2.69M
|
248K
$2.88M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
169K+ 212.74% |
$2.21M - $2.52M
|
248K
$2.87M
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
156K+ 20.3% |
$2.05M - $2.33M
|
924K
$10.7M
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
154KNew |
$2.03M - $2.3M
|
154K
$1.79M
|
|
Apr 20, 2022
Q1 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
142K+ 72.38% |
$1.86M - $2.11M
|
338K
$3.91M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
125K+ 12.17% |
$1.64M - $1.86M
|
1.15M
$13.3M
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
116K+ 15.39% |
$1.52M - $1.73M
|
870K
$10.1M
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
113K+ 100.12% |
$1.49M - $1.69M
|
226K
$2.62M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
112KNew |
$1.47M - $1.67M
|
112K
$1.3M
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
99.1K+ 10.19% |
$1.3M - $1.48M
|
1.07M
$12.4M
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
96.6KNew |
$1.27M - $1.44M
|
96.6K
$1.12M
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
96.3KNew |
$1.26M - $1.44M
|
96.3K
$1.12M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
90K+ 29.78% |
$1.18M - $1.34M
|
392K
$4.54M
|
|
May 09, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
86.5K+ 16.38% |
$1.14M - $1.29M
|
615K
$7.12M
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
BUY
|
- |
74K+ 6.58% |
$972K - $1.1M
|
1.2M
$13.9M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
71.9K+ 56.18% |
$945K - $1.07M
|
200K
$2.32M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68K+ 109.56% |
$893K - $1.01M
|
130K
$1.51M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
66.9K+ 61.13% |
$878K - $998K
|
176K
$2.04M
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
61.6KNew |
$809K - $918K
|
61.6K
$713K
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
60.2K+ 18.1% |
$791K - $898K
|
393K
$4.55M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
57.8KNew |
$759K - $862K
|
57.8K
$669K
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
57.5K+ 214.42% |
$756K - $858K
|
84.4K
$977K
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
57.3KNew |
$752K - $854K
|
57.3K
$664K
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
54.6KNew |
$717K - $815K
|
54.6K
$633K
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
54.5K+ 52.56% |
$716K - $813K
|
158K
$1.83M
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.2K+ 10.86% |
$712K - $808K
|
553K
$6.41M
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
49.6K+ 16.38% |
$652K - $740K
|
353K
$4.08M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
47.9KNew |
$629K - $714K
|
47.9K
$555K
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
47.7KNew |
$627K - $712K
|
47.7K
$553K
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
46.6KNew |
$612K - $695K
|
46.6K
$540K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
45.2K+ 19.2% |
$593K - $673K
|
280K
$3.25M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
42.8KNew |
$561K - $638K
|
42.8K
$495K
|