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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 1.56% |
$110 - $128
|
651
$7.54K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
9+ 1.07% |
$98.9 - $115
|
848
$9.82K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 1.46% |
$33 - $38.3
|
209
$2.42K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-6- 0.06% |
$65.9 - $76.6
|
10K
$116K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13- 0.1% |
$143 - $166
|
13.4K
$155K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-81- 0.35% |
$890 - $1.03K
|
22.9K
$265K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-84- 3.05% |
$923 - $1.07K
|
2.67K
$30.9K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-88- 0.5% |
$967 - $1.12K
|
17.5K
$203K
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-118- 0.4% |
$1.3K - $1.51K
|
29.7K
$344K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-131- 39.58% |
$1.44K - $1.67K
|
200
$2.32K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-165- 0.9% |
$1.81K - $2.11K
|
18.1K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-166- 1.72% |
$1.82K - $2.12K
|
9.49K
$110K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-178- 2.71% |
$1.96K - $2.27K
|
6.39K
$74K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-213- 0.17% |
$2.34K - $2.72K
|
127K
$1.47M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-239- 0.94% |
$2.63K - $3.05K
|
25.3K
$293K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-250Closed |
$2.75K - $3.19K
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-263- 0.24% |
$2.89K - $3.36K
|
108K
$1.25M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-322- 1.24% |
$3.54K - $4.11K
|
25.6K
$297K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-324- 2.92% |
$3.56K - $4.14K
|
10.8K
$125K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-335- 2.2% |
$3.68K - $4.28K
|
14.9K
$172K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-352- 2.08% |
$3.87K - $4.5K
|
16.6K
$192K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-400- 0.4% |
$4.4K - $5.11K
|
100K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-435- 1.47% |
$4.78K - $5.55K
|
29.1K
$336K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-442- 5.03% |
$4.86K - $5.64K
|
8.35K
$96.7K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-445- 2.43% |
$4.89K - $5.68K
|
17.8K
$207K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-504- 0.19% |
$5.54K - $6.44K
|
263K
$3.04M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-531- 9.63% |
$5.84K - $6.78K
|
4.99K
$57.7K
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-550- 4.24% |
$6.04K - $7.02K
|
12.4K
$144K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-575- 3.56% |
$6.32K - $7.34K
|
15.6K
$180K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-600- 37.5% |
$6.59K - $7.66K
|
1K
$11.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-623- 4.49% |
$6.85K - $7.96K
|
13.3K
$154K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-674Closed |
$7.41K - $8.61K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-680- 3.89% |
$7.47K - $8.68K
|
16.8K
$194K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-700- 5.76% |
$7.69K - $8.94K
|
11.5K
$133K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-732- 2.85% |
$8.04K - $9.35K
|
25K
$289K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-734- 3.59% |
$8.07K - $9.37K
|
19.7K
$228K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-740- 5.96% |
$8.13K - $9.45K
|
11.7K
$135K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-767- 5.89% |
$8.43K - $9.79K
|
12.3K
$142K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-770- 6.85% |
$8.46K - $9.83K
|
10.5K
$121K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-834- 2.08% |
$9.17K - $10.7K
|
39.2K
$454K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-846- 1.34% |
$9.3K - $10.8K
|
62.2K
$720K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-846Closed |
$9.3K - $10.8K
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-850- 38.81% |
$9.34K - $10.9K
|
1.34K
$15.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-913- 2.52% |
$10K - $11.7K
|
35.3K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-989- 98.9% |
$10.9K - $12.6K
|
11
$127
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1K- 20.47% |
$11K - $12.8K
|
3.9K
$45.1K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.04K- 2.71% |
$11.4K - $13.3K
|
37.3K
$432K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.05K- 8.48% |
$11.5K - $13.4K
|
11.3K
$131K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.06K- 12.83% |
$11.6K - $13.5K
|
7.17K
$83K
|