Purchases and Sales Made in Q1 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26K+ 22.31% |
$286K - $332K
|
143K
$1.65M
|
|
|
Apr 13, 2023
Q1 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
25.5K+ 28.21% |
$280K - $325K
|
116K
$1.34M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
25K+ 127.57% |
$275K - $319K
|
44.6K
$516K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.2K+ 1.83% |
$266K - $310K
|
1.35M
$15.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
23.6K+ 25.84% |
$259K - $301K
|
115K
$1.33M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.3K+ 29.35% |
$256K - $298K
|
103K
$1.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
22.5KNew |
$247K - $287K
|
22.5K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
22.1K+ 8.82% |
$243K - $282K
|
273K
$3.16M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.2K+ 93.96% |
$233K - $271K
|
43.9K
$508K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.3K+ 29.74% |
$223K - $259K
|
88.4K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
19.9KNew |
$219K - $254K
|
19.9K
$231K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
18.9KNew |
$208K - $242K
|
18.9K
$219K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.8KNew |
$207K - $240K
|
18.8K
$218K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
17.7KNew |
$195K - $226K
|
17.7K
$205K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
17.7K+ 32.79% |
$194K - $226K
|
71.6K
$829K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16.9K+ 222.86% |
$186K - $216K
|
24.5K
$284K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
16.7K+ 151427.27% |
$183K - $213K
|
16.7K
$193K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
16.2KNew |
$178K - $206K
|
16.2K
$187K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16K+ 3.0% |
$176K - $205K
|
550K
$6.37M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.8K+ 137.88% |
$173K - $201K
|
27.2K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
15.2K+ 5.9% |
$167K - $194K
|
273K
$3.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
15.2K+ 5.35% |
$167K - $194K
|
299K
$3.46M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
14.8KNew |
$163K - $190K
|
14.8K
$172K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.7K+ 12.35% |
$161K - $187K
|
134K
$1.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.3KNew |
$157K - $183K
|
14.3K
$166K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.2K+ 52.11% |
$156K - $181K
|
41.4K
$480K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
13KNew |
$143K - $166K
|
13K
$150K
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
12.9KNew |
$142K - $165K
|
12.9K
$150K
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
12.9K+ 33.23% |
$142K - $165K
|
51.7K
$599K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
12.7KNew |
$140K - $162K
|
12.7K
$147K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.3K+ 13.18% |
$135K - $157K
|
106K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11.8KNew |
$130K - $151K
|
11.8K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
11.3KNew |
$124K - $144K
|
11.3K
$131K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11.1K+ 33.56% |
$122K - $142K
|
44.2K
$512K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.1KNew |
$122K - $142K
|
11.1K
$128K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
11KNew |
$121K - $140K
|
11K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
11KNew |
$120K - $140K
|
11K
$127K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10.6K+ 32.05% |
$117K - $136K
|
43.8K
$507K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.6KNew |
$116K - $135K
|
10.6K
$123K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
10.3K+ 19.04% |
$114K - $132K
|
64.7K
$749K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.2K+ 21.74% |
$112K - $130K
|
57K
$660K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10.1K+ 46.81% |
$111K - $129K
|
31.6K
$366K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
9.99K+ 5.26% |
$110K - $128K
|
200K
$2.31M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.6K+ 194.79% |
$106K - $123K
|
14.5K
$168K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9.59K+ 64.38% |
$105K - $122K
|
24.5K
$284K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
8.07K+ 8.6% |
$88.7K - $103K
|
102K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.76K+ 19.66% |
$85.3K - $99.1K
|
47.3K
$547K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
7.68K+ 1.96% |
$84.3K - $98K
|
399K
$4.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.47K+ 7.24% |
$82.1K - $95.4K
|
111K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.47K+ 30.44% |
$82.1K - $95.4K
|
32K
$371K
|