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 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-800- 3.53% |
$10.5K - $11.9K
|
21.9K
$263K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-802- 4.25% |
$10.5K - $12K
|
18.1K
$217K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-802- 4.25% |
$10.5K - $12K
|
18.1K
$217K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-816Closed |
$10.7K - $12.2K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-821- 2.79% |
$10.8K - $12.2K
|
28.6K
$343K
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-840- 4.89% |
$11K - $12.5K
|
16.3K
$196K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-872Closed |
$11.4K - $13K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-910- 5.27% |
$11.9K - $13.6K
|
16.4K
$196K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-910- 4.92% |
$11.9K - $13.6K
|
17.6K
$211K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-972- 0.34% |
$12.8K - $14.5K
|
285K
$3.42M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-998Closed |
$13.1K - $14.9K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1K- 7.72% |
$13.1K - $14.9K
|
12K
$144K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.02K- 36.89% |
$13.4K - $15.3K
|
1.75K
$21K
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.2K- 4.81% |
$15.8K - $17.9K
|
23.7K
$285K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.21K- 2.68% |
$15.8K - $18K
|
43.8K
$526K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.21K- 0.3% |
$15.9K - $18.1K
|
403K
$4.84M
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.35K- 7.81% |
$17.7K - $20.1K
|
15.9K
$191K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.35K- 19.97% |
$17.7K - $20.1K
|
5.41K
$64.9K
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.37K- 3.06% |
$18K - $20.5K
|
43.4K
$521K
|
|
|
Mar 28, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.4K- 10.79% |
$18.4K - $20.9K
|
11.6K
$139K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.41KClosed |
$18.5K - $21.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.45K- 25.27% |
$19K - $21.6K
|
4.28K
$51.4K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
SELL
|
- |
-1.61K- 0.41% |
$21.2K - $24K
|
393K
$4.72M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.67K- 1.46% |
$22K - $25K
|
113K
$1.35M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.84K- 23.65% |
$24.2K - $27.4K
|
5.94K
$71.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.87K- 1.73% |
$24.6K - $27.9K
|
106K
$1.28M
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-1.97K- 1.12% |
$25.9K - $29.4K
|
173K
$2.08M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.99K- 3.25% |
$26.2K - $29.7K
|
59.4K
$712K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2K- 7.47% |
$26.3K - $29.8K
|
24.8K
$297K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2KClosed |
$26.3K - $29.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2K- 7.51% |
$26.3K - $29.9K
|
24.7K
$296K
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.07K- 1.9% |
$27.2K - $30.9K
|
107K
$1.28M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2.08K- 10.33% |
$27.3K - $31K
|
18.1K
$217K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.09K- 6.96% |
$27.4K - $31.2K
|
27.9K
$335K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.2K- 6.11% |
$28.9K - $32.8K
|
33.8K
$405K
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.22K- 2.52% |
$29.1K - $33.1K
|
85.8K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.39K- 17.25% |
$31.4K - $35.6K
|
11.5K
$137K
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-2.4KClosed |
$31.5K - $35.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.42K- 4.57% |
$31.8K - $36.1K
|
50.5K
$606K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.59K- 88.66% |
$34K - $38.6K
|
331
$3.97K
|
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.62K- 4.95% |
$34.4K - $39.1K
|
50.3K
$604K
|
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
SELL
|
- |
-2.83K- 3.36% |
$37.1K - $42.2K
|
81.3K
$976K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.85KClosed |
$37.4K - $42.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.95K- 91.92% |
$38.7K - $43.9K
|
259
$3.11K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.96K- 55.76% |
$38.9K - $44.2K
|
2.35K
$28.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-2.96K- 5.07% |
$38.9K - $44.2K
|
55.4K
$665K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.05KClosed |
$40K - $45.5K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.1K- 11.1% |
$40.7K - $46.2K
|
24.8K
$298K
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-3.11K- 2.18% |
$40.8K - $46.3K
|
140K
$1.68M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.15K- 7.37% |
$41.3K - $47K
|
39.6K
$475K
|