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
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.46KClosed |
$45.4K - $51.6K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.51K- 3.46% |
$46.1K - $52.4K
|
98.1K
$1.18M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-3.54K- 14.96% |
$46.5K - $52.8K
|
20.1K
$241K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.56KClosed |
$46.8K - $53.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-3.6K- 12.25% |
$47.3K - $53.7K
|
25.8K
$310K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.03K- 17.02% |
$53K - $60.1K
|
19.7K
$236K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.11K- 16.4% |
$54K - $61.3K
|
20.9K
$251K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.12K- 31.69% |
$54.1K - $61.5K
|
8.88K
$107K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.22K- 7.01% |
$55.4K - $62.9K
|
55.9K
$671K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.28K- 21.0% |
$56.2K - $63.8K
|
16.1K
$193K
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.4K- 23.9% |
$57.7K - $65.5K
|
14K
$168K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-4.44K- 18.54% |
$58.3K - $66.2K
|
19.5K
$234K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.48K- 21.85% |
$58.8K - $66.8K
|
16K
$192K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.49K- 2.76% |
$59K - $67K
|
158K
$1.9M
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.6K- 14.22% |
$60.4K - $68.6K
|
27.7K
$333K
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-4.74K- 5.17% |
$62.3K - $70.7K
|
87K
$1.04M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.01K- 91.7% |
$65.7K - $74.6K
|
453
$5.44K
|
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-5.3K- 33.87% |
$69.6K - $79K
|
10.4K
$124K
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-5.44K- 10.99% |
$71.4K - $81.1K
|
44K
$528K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.47K- 6.75% |
$71.8K - $81.5K
|
75.5K
$906K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-5.5KClosed |
$72.2K - $82K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.58K- 1.63% |
$73.3K - $83.2K
|
337K
$4.05M
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.74K- 22.18% |
$75.3K - $85.5K
|
20.1K
$241K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5.9K- 5.05% |
$77.4K - $87.9K
|
111K
$1.33M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.97K- 21.16% |
$78.4K - $89K
|
22.2K
$267K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-6KClosed |
$78.8K - $89.5K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
SELL
|
- |
-6.03K- 23.28% |
$79.1K - $89.8K
|
19.9K
$238K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.04K- 9.7% |
$79.2K - $90K
|
56.2K
$674K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.42K- 45.08% |
$84.2K - $95.7K
|
7.82K
$93.8K
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.04K- 3.88% |
$92.4K - $105K
|
174K
$2.09M
|
|
|
Feb 07, 2023
Q1 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-7.19KClosed |
$94.4K - $107K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.29K- 22.56% |
$95.7K - $109K
|
25K
$300K
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-7.29K- 19.38% |
$95.8K - $109K
|
30.4K
$364K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.32K- 68.78% |
$96.1K - $109K
|
3.32K
$39.9K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.4K- 1.37% |
$97.1K - $110K
|
534K
$6.41M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.68K- 11.22% |
$101K - $115K
|
60.8K
$729K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.74K- 10.96% |
$102K - $115K
|
62.9K
$755K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.19K- 21.6% |
$108K - $122K
|
29.7K
$357K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8.48K- 58.96% |
$111K - $126K
|
5.9K
$70.8K
|
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-8.78K- 4.44% |
$115K - $131K
|
189K
$2.27M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-8.85K- 43.82% |
$116K - $132K
|
11.3K
$136K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.26K- 11.08% |
$122K - $138K
|
74.3K
$891K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-9.28K- 24.65% |
$122K - $138K
|
28.4K
$340K
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.51K- 6.16% |
$125K - $142K
|
145K
$1.74M
|
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-9.56K- 6.61% |
$126K - $143K
|
135K
$1.62M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-9.92K- 14.0% |
$130K - $148K
|
60.9K
$731K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.93K- 40.09% |
$130K - $148K
|
14.8K
$178K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-9.97K- 8.5% |
$131K - $149K
|
107K
$1.29M
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-10.1KClosed |
$133K - $151K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10.3K- 9.26% |
$135K - $153K
|
101K
$1.21M
|