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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
39K+ 24.41% |
$512K - $582K
|
199K
$2.3M
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
BUY
|
- |
39K+ 4.61% |
$512K - $581K
|
884K
$10.2M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
38.2KNew |
$502K - $570K
|
38.2K
$443K
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
35.3KNew |
$463K - $526K
|
35.3K
$408K
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
35K+ 4.36% |
$460K - $522K
|
838K
$9.71M
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
BUY
|
- |
35K+ 129.63% |
$460K - $522K
|
62K
$718K
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
34.5K+ 5.62% |
$453K - $515K
|
649K
$7.51M
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
34.1K+ 20.75% |
$448K - $509K
|
199K
$2.3M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
33.8KNew |
$444K - $505K
|
33.8K
$392K
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
32.2KNew |
$423K - $480K
|
32.2K
$373K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
30.5K+ 530.92% |
$400K - $454K
|
36.2K
$419K
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$396K - $450K
|
30.2K
$349K
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
29.6K+ 81.69% |
$388K - $441K
|
65.8K
$762K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
27.8K+ 360.63% |
$365K - $414K
|
35.5K
$411K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.1K+ 93.97% |
$343K - $390K
|
54K
$625K
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
25.5K+ 5.89% |
$335K - $380K
|
459K
$5.31M
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
24.7K+ 217.12% |
$324K - $368K
|
36K
$417K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.8K+ 18.46% |
$299K - $340K
|
146K
$1.69M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
20.7K+ 22.35% |
$271K - $308K
|
113K
$1.31M
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
18.3K+ 4.63% |
$240K - $273K
|
414K
$4.79M
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
17.5KNew |
$230K - $261K
|
17.5K
$203K
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
17.1KNew |
$224K - $255K
|
17.1K
$198K
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
15.8K+ 35.32% |
$207K - $235K
|
60.4K
$700K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.5K+ 1.04% |
$204K - $231K
|
1.51M
$17.5M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.5K+ 8.34% |
$203K - $230K
|
201K
$2.32M
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
15.1K+ 4.09% |
$199K - $226K
|
385K
$4.46M
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
14.4K+ 14.41% |
$189K - $214K
|
114K
$1.32M
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
14.1K+ 8.93% |
$185K - $210K
|
172K
$1.99M
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
14KNew |
$184K - $209K
|
14K
$162K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
14KNew |
$183K - $208K
|
14K
$162K
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
13.2K+ 21.78% |
$174K - $197K
|
74.1K
$858K
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
13.2K+ 2.57% |
$174K - $197K
|
527K
$6.1M
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
13KNew |
$171K - $194K
|
13K
$151K
|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
12.9KNew |
$169K - $192K
|
12.9K
$149K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.7K+ 20.66% |
$167K - $189K
|
74.1K
$858K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12.6K+ 17.29% |
$165K - $188K
|
85.5K
$990K
|
|
Apr 25, 2022
Q1 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
12.5KNew |
$164K - $186K
|
12.5K
$145K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
11.8K+ 66.28% |
$155K - $176K
|
29.7K
$343K
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.6KNew |
$152K - $173K
|
11.6K
$134K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10.8KNew |
$141K - $160K
|
10.8K
$125K
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10.1KNew |
$133K - $151K
|
10.1K
$117K
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
10.1KNew |
$132K - $150K
|
10.1K
$117K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$131K - $149K
|
10K
$116K
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
10KNew |
$131K - $149K
|
10K
$116K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.94K+ 46.26% |
$117K - $133K
|
28.3K
$327K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.72K+ 8.49% |
$115K - $130K
|
112K
$1.29M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
7.9KNew |
$104K - $118K
|
7.9K
$91.5K
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
7.66K+ 22.48% |
$101K - $114K
|
41.7K
$483K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.42K+ 18.89% |
$97.4K - $111K
|
46.7K
$541K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.37K+ 7.77% |
$96.8K - $110K
|
102K
$1.18M
|