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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.84K+ 49.0% |
$89.7K - $102K
|
20.8K
$249K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6.75K+ 100.0% |
$88.6K - $101K
|
13.5K
$162K
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.7K+ 3.83% |
$87.9K - $99.8K
|
181K
$2.18M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.64K+ 8.98% |
$87.2K - $99.1K
|
80.6K
$967K
|
|
|
May 10, 2022
Q1 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
6.02K+ 13.88% |
$79K - $89.7K
|
49.4K
$592K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5.94KNew |
$78K - $88.6K
|
5.94K
$71.3K
|
|
|
May 11, 2022
Q1 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
5.87K+ 7.61% |
$77.1K - $87.6K
|
83K
$996K
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.84K+ 9.47% |
$76.7K - $87K
|
67.5K
$810K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.51KNew |
$72.3K - $82.1K
|
5.51K
$66.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.47K+ 3.83% |
$71.8K - $81.6K
|
148K
$1.78M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.22K+ 2.17% |
$68.5K - $77.8K
|
246K
$2.95M
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.18K+ 7.26% |
$68K - $77.2K
|
76.5K
$918K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.83KNew |
$63.4K - $71.9K
|
4.83K
$57.9K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.74K+ 10.41% |
$62.2K - $70.7K
|
50.3K
$603K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.37K+ 96.15% |
$57.3K - $65.1K
|
8.91K
$107K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
4.27K+ 4.93% |
$56.1K - $63.7K
|
90.9K
$1.09M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.21K+ 82.24% |
$55.3K - $62.8K
|
9.33K
$112K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.17K+ 1.15% |
$54.8K - $62.2K
|
368K
$4.41M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.99K+ 33.11% |
$52.3K - $59.4K
|
16K
$192K
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
3.94K+ 22.41% |
$51.8K - $58.8K
|
21.5K
$258K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
3.77KNew |
$49.5K - $56.2K
|
3.77K
$45.2K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.74K+ 2.68% |
$49.1K - $55.7K
|
143K
$1.72M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.54K+ 1.36% |
$46.5K - $52.8K
|
265K
$3.18M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
3.53K+ 9.45% |
$46.4K - $52.6K
|
40.9K
$491K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.41K+ 17.11% |
$44.8K - $50.9K
|
23.4K
$280K
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.38K+ 3.95% |
$44.3K - $50.3K
|
88.8K
$1.07M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.35K+ 1.28% |
$44K - $50K
|
266K
$3.19M
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.35K+ 14.35% |
$44K - $49.9K
|
26.7K
$320K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.35K+ 0.69% |
$44K - $49.9K
|
490K
$5.88M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.08K+ 1.5% |
$40.5K - $46K
|
208K
$2.5M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.08KNew |
$40.4K - $45.9K
|
3.08K
$37K
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.01K+ 1.01% |
$39.6K - $44.9K
|
302K
$3.63M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.98K+ 1.86% |
$39.1K - $44.4K
|
163K
$1.96M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.76K+ 2.39% |
$36.3K - $41.2K
|
118K
$1.42M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
2.72K+ 0.84% |
$35.7K - $40.6K
|
326K
$3.91M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.72K+ 9.91% |
$35.7K - $40.5K
|
30.1K
$362K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.72K+ 9.91% |
$35.7K - $40.5K
|
30.1K
$362K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
2.69K+ 7.88% |
$35.3K - $40K
|
36.7K
$441K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
2.58K+ 3.2% |
$33.9K - $38.5K
|
83.2K
$998K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
2.25K+ 10.13% |
$29.5K - $33.5K
|
24.4K
$293K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.1K+ 3.82% |
$27.6K - $31.3K
|
57.1K
$685K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
2.04K+ 50.6% |
$26.7K - $30.4K
|
6.06K
$72.8K
|
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.98K+ 5.92% |
$26K - $29.5K
|
35.4K
$425K
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.9K+ 3.2% |
$24.9K - $28.3K
|
61.1K
$733K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.8K+ 222.47% |
$23.7K - $26.9K
|
2.61K
$31.3K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.77KNew |
$23.2K - $26.3K
|
1.77K
$21.2K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.72KNew |
$22.6K - $25.6K
|
1.72K
$20.6K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.7K+ 5.04% |
$22.3K - $25.3K
|
35.4K
$425K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.7K+ 0.54% |
$22.3K - $25.3K
|
315K
$3.78M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.53K+ 1.34% |
$20.1K - $22.8K
|
115K
$1.38M
|