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 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-23KClosed |
$302K - $343K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-23.6K- 12.51% |
$310K - $352K
|
165K
$1.98M
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-27K- 10.8% |
$355K - $403K
|
223K
$2.68M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-28.8K- 61.9% |
$378K - $429K
|
17.7K
$213K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-28.8K- 8.08% |
$378K - $429K
|
327K
$3.93M
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-29.3K- 37.21% |
$385K - $437K
|
49.4K
$593K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-29.5KClosed |
$387K - $440K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-29.7K- 29.11% |
$391K - $443K
|
72.4K
$869K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30.2K- 11.24% |
$397K - $451K
|
239K
$2.86M
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-30.7K- 17.38% |
$403K - $458K
|
146K
$1.75M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-31.4K- 97.06% |
$412K - $468K
|
952
$11.4K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-31.5KClosed |
$413K - $469K
|
0
$0
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-33.1K- 74.93% |
$435K - $493K
|
11.1K
$133K
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-33.5KClosed |
$440K - $499K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-34.7K- 26.3% |
$455K - $517K
|
97.2K
$1.17M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.2K- 12.37% |
$462K - $524K
|
249K
$2.99M
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-35.7K- 6.74% |
$469K - $532K
|
494K
$5.93M
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-35.7K- 4.76% |
$469K - $533K
|
716K
$8.59M
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-39.3K- 13.97% |
$516K - $586K
|
242K
$2.9M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-39.6K- 4.63% |
$520K - $590K
|
815K
$9.78M
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-41.3KClosed |
$542K - $615K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-43.6K- 46.39% |
$573K - $651K
|
50.4K
$605K
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-43.8KClosed |
$575K - $653K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-44.9K- 30.44% |
$589K - $669K
|
103K
$1.23M
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-46.2KClosed |
$606K - $688K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-46.2K- 44.62% |
$607K - $689K
|
57.4K
$688K
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-46.5KClosed |
$611K - $694K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
SELL
|
- |
-47.7KClosed |
$626K - $711K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-47.9KClosed |
$629K - $714K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-48.4KClosed |
$636K - $722K
|
0
$0
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-49.4KClosed |
$648K - $736K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-50KClosed |
$657K - $746K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-54.1K- 23.53% |
$710K - $807K
|
176K
$2.11M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-54.4K- 96.8% |
$715K - $812K
|
1.8K
$21.6K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-57.7KClosed |
$757K - $860K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-57.9K- 99.99% |
$760K - $863K
|
3
$36
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
SELL
|
- |
-60K- 10.07% |
$788K - $895K
|
536K
$6.43M
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-60.2K- 21.07% |
$791K - $898K
|
226K
$2.71M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-60.8KClosed |
$799K - $907K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-63.6K- 21.93% |
$835K - $948K
|
226K
$2.72M
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-63.9K- 65.22% |
$838K - $952K
|
34.1K
$409K
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-64.7K- 4.86% |
$849K - $965K
|
1.27M
$15.2M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-64.9K- 41.44% |
$853K - $968K
|
91.8K
$1.1M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-65.6K- 70.18% |
$861K - $978K
|
27.9K
$334K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-67.2K- 60.85% |
$883K - $1M
|
43.3K
$519K
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-68.1K- 80.73% |
$894K - $1.02M
|
16.3K
$195K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-72.7K- 63.72% |
$955K - $1.08M
|
41.4K
$497K
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-73.3K- 30.76% |
$963K - $1.09M
|
165K
$1.98M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-75.7K- 9.59% |
$994K - $1.13M
|
714K
$8.57M
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-80.3KClosed |
$1.05M - $1.2M
|
0
$0
|