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
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
7.43K
+ 5.6%
$81.6K - $94.9K
140K $1.62M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
6.52K
+ 39.99%
$71.6K - $83.2K
22.8K $264K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
6.44K
+ 45.77%
$70.7K - $82.2K
20.5K $237K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
6.35K
+ 10.64%
$69.8K - $81.1K
66K $765K
May 10, 2023 Q1 2023
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
6.34K
+ 19.75%
$69.6K - $80.9K
38.4K $445K
Apr 12, 2023 Q1 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
5.98K
+ 7.17%
$65.8K - $76.4K
89.5K $1.04M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
5.9K
+ 5.67%
$64.9K - $75.4K
110K $1.27M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
5.83K
+ 2.68%
$64.1K - $74.4K
223K $2.59M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
5.79K
+ 2.92%
$63.7K - $74K
204K $2.36M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
5.76K
+ 1.44%
$63.3K - $73.6K
405K $4.69M
Apr 20, 2023 Q1 2023
Stone Point Wealth LLC

BUY
 -
5.55K
+ 7.68%
$61K - $70.9K
77.8K $901K
Apr 19, 2023 Q1 2023
Heron Financial Group, LLC

BUY
 -
5.21K
+ 2.73%
$57.3K - $66.5K
196K $2.27M
Apr 25, 2023 Q1 2023
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
5.05K
+ 12.93%
$55.4K - $64.4K
44.1K $510K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.88K
+ 7.98%
$53.6K - $62.3K
66K $764K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
4.59K
+ 9.5%
$50.4K - $58.6K
52.9K $612K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
4.58K
New
$50.3K - $58.5K
4.58K $53K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
4.45K
+ 28.69%
$48.9K - $56.8K
20K $231K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
4.37K
+ 0.44%
$48K - $55.8K
994K $11.5M
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
4.28K
New
$47K - $54.6K
4.28K $49.5K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.27K
+ 7.51%
$46.9K - $54.5K
61.1K $708K
Apr 24, 2023 Q1 2023
Rockland Trust CO

BUY
 -
4.23K
+ 10.9%
$46.4K - $54K
43K $498K
Apr 04, 2023 Q1 2023
Bank Of New Hampshire

BUY
 -
4.2K
+ 111.41%
$46.2K - $53.6K
7.97K $92.3K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
3.97K
+ 6.71%
$43.6K - $50.7K
63.1K $731K
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
3.68K
+ 30.74%
$40.5K - $47K
15.7K $181K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
3.25K
+ 228.99%
$35.8K - $41.6K
4.68K $54.1K
Apr 25, 2023 Q1 2023
Asset Management One Co., Ltd.

BUY
 -
3.15K
+ 2.24%
$34.6K - $40.2K
143K $1.66M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
3K
+ 3.12%
$33K - $38.3K
99K $1.15M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
3K
+ 3.12%
$33K - $38.3K
99K $1.15M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
2.98K
+ 8.19%
$32.7K - $38K
39.3K $455K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.86K
+ 22.84%
$31.5K - $36.6K
15.4K $178K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
2.77K
+ 100.84%
$30.4K - $35.3K
5.51K $63.8K
May 02, 2023 Q1 2023
Schubert & CO

BUY
 -
2.76K
New
$30.4K - $35.3K
2.76K $32K
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
2.46K
+ 12.45%
$27K - $31.4K
22.2K $257K
Apr 10, 2023 Q1 2023
First Premier Bank

BUY
 -
2.35K
+ 0.74%
$25.8K - $29.9K
320K $3.71M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.21K
+ 0.06%
$24.3K - $28.2K
3.45M $39.9M
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

BUY
 -
1.93K
+ 1.6%
$21.2K - $24.6K
122K $1.42M
May 08, 2023 Q1 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
1.87K
+ 1.9%
$20.5K - $23.9K
100K $1.16M
Apr 24, 2023 Q1 2023
Essex Savings Bank

BUY
 -
1.85K
+ 18.02%
$20.3K - $23.6K
12.1K $140K
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
1.69K
+ 168.26%
$18.5K - $21.5K
2.69K $31.1K
Apr 14, 2023 Q1 2023
Piscataqua Savings Bank

BUY
 -
1.6K
+ 1.17%
$17.6K - $20.5K
138K $1.6M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
1.5K
+ 13636.36%
$16.5K - $19.2K
1.51K $17.5K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.42K
+ 1.86%
$15.6K - $18.2K
78.1K $905K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.36K
New
$14.9K - $17.3K
1.36K $15.7K
May 04, 2023 Q1 2023
Sanchez Wealth Management Group

BUY
 -
1.31K
+ 3.04%
$14.4K - $16.7K
44.4K $514K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.19K
+ 8.92%
$13K - $15.1K
14.5K $167K
Apr 20, 2023 Q1 2023
Antonetti Capital Management LLC

BUY
 -
1.17K
+ 1.93%
$12.9K - $15K
62.1K $720K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
1.15K
+ 3.41%
$12.7K - $14.7K
34.9K $404K
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

BUY
 -
1.1K
+ 5.33%
$12.1K - $14.1K
21.8K $252K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
1.08K
+ 5.03%
$11.8K - $13.7K
22.5K $260K

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