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 21, 2022
Q1 2022
|
David J Yvars Group
|
SELL
|
- |
-10.5KClosed |
$137K - $156K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-10.6K- 6.25% |
$140K - $159K
|
160K
$1.85M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-11KClosed |
$144K - $164K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.6K- 13.09% |
$152K - $172K
|
76.8K
$889K
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-11.6K- 30.61% |
$152K - $173K
|
26.3K
$305K
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-11.8K- 36.8% |
$155K - $176K
|
20.3K
$235K
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-11.8KClosed |
$155K - $177K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-12.1KClosed |
$158K - $180K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
SELL
|
- |
-12.4K- 21.74% |
$162K - $185K
|
44.5K
$516K
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-12.6K- 6.28% |
$165K - $188K
|
188K
$2.17M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-12.6KClosed |
$166K - $188K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.8K- 1.72% |
$168K - $190K
|
730K
$8.45M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-13K- 3.86% |
$171K - $194K
|
325K
$3.76M
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
SELL
|
- |
-13.2KClosed |
$174K - $197K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.3K- 31.55% |
$175K - $199K
|
28.9K
$335K
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-13.3KClosed |
$175K - $199K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-13.4K- 29.87% |
$176K - $199K
|
31.4K
$364K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-13.4K- 4.78% |
$176K - $200K
|
268K
$3.1M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.9K- 36.1% |
$183K - $208K
|
24.7K
$286K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-14.1K- 92.03% |
$185K - $210K
|
1.22K
$14.1K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.5K- 14.34% |
$190K - $216K
|
86.6K
$1M
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-14.8K- 56.32% |
$194K - $221K
|
11.5K
$133K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-14.9K- 30.99% |
$195K - $221K
|
33.1K
$383K
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-15.3KClosed |
$200K - $227K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-15.5K- 3.54% |
$203K - $231K
|
422K
$4.88M
|
|
May 13, 2022
Q1 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-15.8K- 65.04% |
$208K - $236K
|
8.5K
$98.4K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-16KClosed |
$210K - $239K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
SELL
|
- |
-16K- 1.99% |
$210K - $239K
|
787K
$9.11M
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-16.2KClosed |
$213K - $242K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-16.8KClosed |
$220K - $250K
|
0
$0
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-17.3K- 7.2% |
$228K - $259K
|
224K
$2.59M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.9K- 45.08% |
$235K - $267K
|
21.8K
$253K
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-18.5K- 29.34% |
$242K - $275K
|
44.4K
$515K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-18.8K- 48.0% |
$247K - $281K
|
20.4K
$236K
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-19K- 23.02% |
$249K - $283K
|
63.5K
$735K
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-19KClosed |
$249K - $283K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-19.5K- 52.59% |
$255K - $290K
|
17.5K
$203K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-19.7K- 28.34% |
$259K - $294K
|
49.9K
$578K
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-19.9K- 55.03% |
$261K - $297K
|
16.3K
$188K
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-20K- 10.09% |
$263K - $298K
|
178K
$2.06M
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-20K- 30.29% |
$263K - $299K
|
46.1K
$534K
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-20.4K- 61.09% |
$267K - $303K
|
13K
$150K
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-20.6K- 27.12% |
$270K - $307K
|
55.4K
$641K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-20.7K- 80.59% |
$272K - $309K
|
4.98K
$57.7K
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-20.9KClosed |
$275K - $312K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.9K- 3.0% |
$275K - $312K
|
677K
$7.84M
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-21.5K- 19.63% |
$283K - $321K
|
88.2K
$1.02M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-21.9KClosed |
$288K - $327K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-22.2KClosed |
$292K - $331K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-22.4K- 8.27% |
$294K - $334K
|
249K
$2.88M
|