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 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.33KNew |
$17.4K - $19.8K
|
1.33K
$15.4K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.2K+ 9.69% |
$15.7K - $17.9K
|
13.6K
$157K
|
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.12K+ 2.89% |
$14.7K - $16.7K
|
39.8K
$461K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.11KNew |
$14.5K - $16.5K
|
1.11K
$12.8K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.04K+ 2.76% |
$13.7K - $15.5K
|
38.7K
$448K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
962+ 3.92% |
$12.6K - $14.3K
|
25.5K
$295K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
898+ 32.61% |
$11.8K - $13.4K
|
3.65K
$42.3K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
850New |
$11.2K - $12.7K
|
850
$9.84K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
788+ 0.67% |
$10.3K - $11.7K
|
118K
$1.37M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
738New |
$9.69K - $11K
|
738
$8.55K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
729+ 1.49% |
$9.57K - $10.9K
|
49.5K
$574K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
679+ 5.21% |
$8.92K - $10.1K
|
13.7K
$159K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
668+ 4.54% |
$8.77K - $9.96K
|
15.4K
$178K
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
630+ 7.96% |
$8.27K - $9.39K
|
8.54K
$98.9K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
570New |
$7.48K - $8.5K
|
570
$6.6K
|
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
546+ 1.19% |
$7.17K - $8.14K
|
46.6K
$540K
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
525+ 0.48% |
$6.89K - $7.83K
|
109K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
464+ 0.77% |
$6.09K - $6.92K
|
61K
$706K
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
BUY
|
- |
441+ 0.69% |
$5.79K - $6.58K
|
64.6K
$748K
|
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
422+ 0.96% |
$5.54K - $6.29K
|
44.2K
$512K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
397+ 1.19% |
$5.21K - $5.92K
|
33.8K
$391K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
345+ 0.3% |
$4.53K - $5.14K
|
117K
$1.35M
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
338+ 0.16% |
$4.44K - $5.04K
|
216K
$2.51M
|
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
334+ 2.52% |
$4.39K - $4.98K
|
13.6K
$157K
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
330+ 8.55% |
$4.33K - $4.92K
|
4.19K
$48.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
311+ 1.49% |
$4.08K - $4.64K
|
21.2K
$246K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
291+ 0.83% |
$3.82K - $4.34K
|
35.5K
$411K
|
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
271+ 0.75% |
$3.56K - $4.04K
|
36.2K
$420K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
224+ 1.26% |
$2.94K - $3.34K
|
18K
$208K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
200+ 1.25% |
$2.63K - $2.98K
|
16.2K
$188K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
197+ 0.05% |
$2.59K - $2.94K
|
416K
$4.82M
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
193+ 8.98% |
$2.53K - $2.88K
|
2.34K
$27.1K
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
189+ 1.25% |
$2.48K - $2.82K
|
15.3K
$177K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
172+ 0.8% |
$2.26K - $2.56K
|
21.7K
$251K
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
168+ 0.82% |
$2.21K - $2.5K
|
20.7K
$240K
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
149+ 0.64% |
$1.96K - $2.22K
|
23.3K
$270K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
134+ 3.21% |
$1.76K - $2K
|
4.31K
$49.9K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
130+ 0.65% |
$1.71K - $1.94K
|
20.1K
$233K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
129New |
$1.69K - $1.92K
|
129
$1.49K
|
|
|
Apr 25, 2022
Q1 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
100+ 0.12% |
$1.31K - $1.49K
|
85.8K
$993K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
91+ 10.82% |
$1.19K - $1.36K
|
932
$10.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Palouse Capital Management, Inc.
|
BUY
|
- |
70+ 0.51% |
$919 - $1.04K
|
13.9K
$161K
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
62+ 0.58% |
$814 - $924
|
10.8K
$125K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
39+ 0.27% |
$512 - $581
|
14.6K
$169K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
32+ 0.11% |
$420 - $477
|
29.4K
$341K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
30+ 1.17% |
$394 - $447
|
2.6K
$30.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
25+ 0.13% |
$328 - $373
|
19.3K
$224K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
24+ 0.19% |
$315 - $358
|
12.7K
$147K
|
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
20+ 0.31% |
$263 - $298
|
6.49K
$75.1K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
15New |
$197 - $224
|
15
$174
|