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 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
992
+ 220.44%
$10.9K - $12.7K
1.44K $16.7K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
989
+ 8990.91%
$10.9K - $12.6K
1K $11.6K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
969
+ 10.51%
$10.6K - $12.4K
10.2K $118K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
924
+ 1.5%
$10.2K - $11.8K
62.3K $722K
Feb 13, 2024 Q1 2023
United Community Bank

Greenville, SC
BUY
 -
910
+ 2.4%
$10K - $11.6K
38.9K $450K
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
901
New
$9.9K - $11.5K
901 $10.4K
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
894
New
$9.83K - $11.4K
894 $10.4K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
767
+ 1.52%
$8.43K - $9.79K
51.4K $595K
May 11, 2023 Q1 2023
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
736
+ 1.5%
$8.09K - $9.4K
49.6K $575K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
735
+ 1884.62%
$8.08K - $9.39K
774 $8.96K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
615
+ 0.32%
$6.76K - $7.85K
193K $2.24M
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
530
+ 1.5%
$5.82K - $6.77K
35.9K $416K
May 04, 2023 Q1 2023
Alterity Financial Group, LLC

Bangor, ME
BUY
 -
511
+ 4.64%
$5.62K - $6.53K
11.5K $133K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
507
+ 2.1%
$5.57K - $6.47K
24.6K $285K
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
472
+ 1.26%
$5.19K - $6.03K
37.9K $439K
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
420
+ 1.36%
$4.62K - $5.36K
31.2K $362K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
360
+ 120.0%
$3.96K - $4.6K
660 $7.64K
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
331
New
$3.64K - $4.23K
331 $3.83K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
218
+ 0.88%
$2.4K - $2.78K
25K $290K
May 12, 2023 Q1 2023
Sei Investments CO

Oaks, PA
BUY
 -
217
+ 0.26%
$2.38K - $2.77K
82.3K $953K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
215
+ 5.51%
$2.36K - $2.75K
4.12K $47.7K
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
203
+ 1.15%
$2.23K - $2.59K
17.8K $206K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
172
+ 0.71%
$1.89K - $2.2K
24.5K $284K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
169
+ 0.84%
$1.86K - $2.16K
20.2K $234K
Apr 21, 2023 Q1 2023
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
163
+ 1.24%
$1.79K - $2.08K
13.3K $154K
Apr 27, 2023 Q1 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
135
+ 0.73%
$1.48K - $1.72K
18.7K $216K
Apr 20, 2023 Q1 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
133
+ 0.55%
$1.46K - $1.7K
24.5K $283K
Apr 25, 2023 Q1 2023
Innova Wealth Partners

BUY
 -
126
+ 0.5%
$1.38K - $1.61K
25.3K $293K
Apr 13, 2023 Q1 2023
Central Bank & Trust CO

BUY
 -
124
New
$1.36K - $1.58K
124 $1.44K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
124
New
$1.36K - $1.58K
124 $1.44K
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

BUY
 -
103
+ 0.65%
$1.13K - $1.32K
16K $185K
May 11, 2023 Q1 2023
Madrona Financial Services, LLC

BUY
 -
87
+ 0.26%
$956 - $1.11K
33.5K $388K
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
84
New
$923 - $1.07K
84 $973
May 15, 2023 Q1 2023
Investmark Advisory Group LLC

BUY
 -
78
+ 0.44%
$857 - $996
17.8K $206K
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
71
+ 0.46%
$780 - $907
15.4K $179K
May 09, 2023 Q1 2023
Cutter & CO Brokerage, Inc.

BUY
 -
63
+ 0.51%
$692 - $805
12.5K $144K
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
53
+ 1.4%
$582 - $677
3.84K $44.4K
May 04, 2023 Q1 2023
Levy Wealth Management Group, LLC

BUY
 -
53
+ 0.1%
$582 - $677
54.4K $630K
Apr 12, 2023 Q1 2023
Oxinas Partners Wealth Management LLC

BUY
 -
51
+ 0.46%
$560 - $651
11.1K $129K
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
40
+ 1.47%
$440 - $511
2.77K $32K
May 02, 2023 Q1 2023
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
39
+ 0.0%
$429 - $498
1.36M $15.8M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
35
New
$385 - $447
35 $405
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
32
+ 0.21%
$352 - $409
15.2K $176K
May 11, 2023 Q1 2023
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
28
+ 0.29%
$308 - $358
9.73K $113K
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
21
+ 0.02%
$231 - $268
88.2K $1.02M
May 11, 2023 Q1 2023
Castle Rock Wealth Management, LLC

BUY
 -
17
+ 0.08%
$187 - $217
20.9K $242K
Nov 30, 2023 Q1 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
17
+ 1.52%
$187 - $217
1.14K $13.2K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
12
+ 22.22%
$132 - $153
66 $764
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
11
+ 0.1%
$121 - $140
11.2K $130K

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