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 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 1.3% |
$171 - $194
|
1.01K
$11.7K
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
12+ 0.0% |
$158 - $179
|
335K
$3.88M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 0.08% |
$118 - $134
|
11.5K
$134K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
9+ 0.07% |
$118 - $134
|
13.5K
$156K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.32% |
$105 - $119
|
614
$7.11K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.04% |
$78.8 - $89.5
|
16.9K
$195K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$13.1 - $14.9
|
4.04K
$46.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.14% |
$13.1 - $14.9
|
704
$8.15K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-8- 0.09% |
$105 - $119
|
8.81K
$102K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-12Closed |
$158 - $179
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-30- 0.2% |
$394 - $447
|
14.6K
$170K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-42- 0.06% |
$551 - $626
|
71.3K
$826K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-73- 13.88% |
$958 - $1.09K
|
453
$5.25K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-84- 0.53% |
$1.1K - $1.25K
|
15.7K
$182K
|
|
|
Apr 19, 2022
Q1 2022
|
Sanchez Wealth Management Group
|
SELL
|
- |
-84- 0.19% |
$1.1K - $1.25K
|
45K
$521K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-96- 1.07% |
$1.26K - $1.43K
|
8.9K
$103K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-100- 0.69% |
$1.31K - $1.49K
|
14.3K
$166K
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-132- 0.31% |
$1.73K - $1.97K
|
42K
$486K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-133- 0.48% |
$1.75K - $1.98K
|
27.6K
$319K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-148Closed |
$1.94K - $2.21K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
SELL
|
- |
-151- 0.46% |
$1.98K - $2.25K
|
32.5K
$376K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-186- 68.89% |
$2.44K - $2.77K
|
84
$973
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-219- 1.44% |
$2.88K - $3.27K
|
15K
$174K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-226- 3.61% |
$2.97K - $3.37K
|
6.03K
$69.8K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-242- 77.07% |
$3.18K - $3.61K
|
72
$834
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-243- 55.23% |
$3.19K - $3.62K
|
197
$2.28K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300Closed |
$3.94K - $4.47K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-330Closed |
$4.33K - $4.92K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-382- 47.04% |
$5.02K - $5.7K
|
430
$4.98K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-422- 1.27% |
$5.54K - $6.29K
|
32.7K
$379K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-448- 2.03% |
$5.88K - $6.68K
|
21.7K
$251K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-456- 0.52% |
$5.99K - $6.8K
|
86.9K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-479Closed |
$6.29K - $7.14K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-529- 1.58% |
$6.95K - $7.89K
|
32.9K
$381K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-532Closed |
$6.99K - $7.93K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-571- 0.08% |
$7.5K - $8.51K
|
732K
$8.48M
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-589- 5.23% |
$7.73K - $8.78K
|
10.7K
$124K
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-599- 0.75% |
$7.86K - $8.93K
|
78.9K
$914K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-601Closed |
$7.89K - $8.96K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-645- 3.56% |
$8.47K - $9.62K
|
17.5K
$203K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-660- 6.31% |
$8.67K - $9.84K
|
9.8K
$113K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-691- 4.74% |
$9.07K - $10.3K
|
13.9K
$161K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-700Closed |
$9.19K - $10.4K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-719- 1.18% |
$9.44K - $10.7K
|
60.1K
$696K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-770- 98.84% |
$10.1K - $11.5K
|
9
$104
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-775Closed |
$10.2K - $11.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-800- 0.86% |
$10.5K - $11.9K
|
91.9K
$1.06M
|