Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii Pfd ETF (PGX)

PGX Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr Ii Pfd ETF (PGX) during Q1 2023. 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 10, 2023 Q1 2023
Stonebridge Advisors LLC

Wilton, CT
BUY
 -
4.01M
+ 314.81%
$44M - $51.2M
5.28M $61.1M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.22M
+ 53.99%
$35.4M - $41.1M
9.18M $106M
May 15, 2023 Q1 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
2.94M
+ 230.98%
$32.3M - $37.5M
4.21M $48.8M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
2.07M
+ 20.72%
$22.7M - $26.4M
12.1M $140M
Apr 26, 2023 Q1 2023
Act Advisors, Llc.

BUY
 -
1.27M
New
$14M - $16.2M
1.27M $14.7M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.19M
+ 115.84%
$13.1M - $15.2M
2.22M $25.7M
Apr 26, 2023 Q1 2023
Advisors Management Group Inc

BUY
 -
1.09M
New
$12M - $14M
1.09M $12.7M
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
732K
New
$8.04M - $9.34M
732K $8.47M
Sep 05, 2024 Q1 2023
Stonebridge Advisors LLC

Wilton, CT
BUY
 -
448K
+ 67.98%
$4.92M - $5.72M
1.11M $12.8M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
374K
+ 32.06%
$4.11M - $4.77M
1.54M $17.8M
May 09, 2023 Q1 2023
Spectrum Asset Management, Inc.

BUY
 -
306K
+ 13.31%
$3.36M - $3.9M
2.6M $30.1M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
264K
+ 6.31%
$2.91M - $3.38M
4.46M $51.6M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
232K
+ 64.84%
$2.55M - $2.97M
591K $6.84M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
222K
+ 17.9%
$2.44M - $2.83M
1.46M $16.9M
May 11, 2023 Q1 2023
Elequin Capital LP

New York, NY
BUY
 -
222K
New
$2.43M - $2.83M
222K $2.57M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
217K
+ 368.71%
$2.39M - $2.78M
276K $3.2M
May 03, 2023 Q1 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
203K
New
$2.23M - $2.59M
203K $2.35M
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
200K
New
$2.2M - $2.55M
200K $2.32M
Apr 20, 2023 Q1 2023
Avantax Planning Partners, Inc.

BUY
 -
189K
+ 26.24%
$2.07M - $2.41M
907K $10.5M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
168K
+ 73.82%
$1.85M - $2.15M
396K $4.58M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
164K
New
$1.8M - $2.1M
164K $1.9M
May 10, 2023 Q1 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
156K
+ 46.11%
$1.72M - $2M
496K $5.74M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
145K
+ 77.46%
$1.59M - $1.85M
331K $3.84M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
144K
+ 44.82%
$1.59M - $1.85M
467K $5.41M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
141K
+ 1.24%
$1.55M - $1.81M
11.6M $134M
May 03, 2023 Q1 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
137K
+ 83.24%
$1.51M - $1.75M
302K $3.5M
Apr 12, 2023 Q1 2023
Retireful, LLC

BUY
 -
136K
New
$1.49M - $1.73M
136K $1.57M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
131K
New
$1.44M - $1.68M
131K $1.52M
May 15, 2023 Q1 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
127K
New
$1.39M - $1.62M
127K $1.47M
May 03, 2023 Q1 2023
B&D White Capital Company, LLC

BUY
 -
99.1K
New
$1.09M - $1.27M
99.1K $1.15M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
80.2K
+ 24.15%
$881K - $1.02M
412K $4.77M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
79.4K
+ 6.59%
$873K - $1.01M
1.28M $14.9M
May 10, 2023 Q1 2023
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
68.5K
New
$753K - $875K
68.5K $794K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
67.1K
New
$737K - $857K
67.1K $777K
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
60.3K
+ 25.8%
$662K - $770K
294K $3.4M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
56.1K
New
$617K - $717K
56.1K $650K
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
54.2K
New
$595K - $692K
54.2K $627K
Apr 25, 2023 Q1 2023
Iowa State Bank

BUY
 -
50.9K
+ 3.79%
$559K - $650K
1.39M $16.1M
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
50.5K
+ 4883.38%
$555K - $645K
51.6K $597K
May 11, 2023 Q1 2023
Golden Green, Inc.

BUY
 -
45.6K
+ 17.84%
$501K - $582K
301K $3.48M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
38.3K
+ 53.3%
$421K - $489K
110K $1.28M
Apr 19, 2023 Q1 2023
Prairiewood Capital, LLC

BUY
 -
36.7K
+ 20.51%
$403K - $469K
216K $2.5M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
36.1K
+ 3.72%
$397K - $461K
1.01M $11.6M
May 11, 2023 Q1 2023
Aletheian Wealth Advisors LLC

BUY
 -
33.3K
+ 214.6%
$366K - $425K
48.8K $565K
Apr 19, 2023 Q1 2023
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
32.3K
New
$354K - $412K
32.3K $373K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
30.2K
+ 9.4%
$332K - $385K
351K $4.06M
May 11, 2023 Q1 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
29.3K
New
$321K - $374K
29.3K $339K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
28.7K
+ 147.73%
$315K - $366K
48.1K $557K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
26.4K
+ 40.42%
$290K - $337K
91.7K $1.06M

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