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 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.12K- 51.07% |
$12.3K - $14.3K
|
1.07K
$12.4K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
SELL
|
- |
-1.17K- 3.54% |
$12.9K - $15K
|
32K
$371K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.26K- 9.79% |
$13.8K - $16.1K
|
11.6K
$134K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.3K- 9.62% |
$14.3K - $16.6K
|
12.2K
$141K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.38K- 4.72% |
$15.2K - $17.6K
|
27.9K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.5K- 7.12% |
$16.4K - $19.1K
|
19.5K
$226K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.5K- 5.47% |
$16.5K - $19.1K
|
25.9K
$299K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 1.44% |
$16.5K - $19.2K
|
103K
$1.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-1.53K- 1.49% |
$16.8K - $19.5K
|
101K
$1.17M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.57K- 1.77% |
$17.2K - $20K
|
86.8K
$1M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.58K- 10.53% |
$17.4K - $20.2K
|
13.5K
$156K
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.6K- 1.04% |
$17.6K - $20.4K
|
152K
$1.76M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.65K- 3.29% |
$18.2K - $21.1K
|
48.7K
$564K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.7K- 5.92% |
$18.7K - $21.7K
|
27K
$313K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 60.26% |
$18.7K - $21.8K
|
1.13K
$13K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.73K- 12.37% |
$19K - $22.1K
|
12.3K
$142K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.9K- 2.29% |
$20.8K - $24.2K
|
80.9K
$937K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.9K- 4.36% |
$20.9K - $24.3K
|
41.7K
$483K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.91K- 38.26% |
$21K - $24.4K
|
3.08K
$35.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2K- 23.53% |
$22K - $25.5K
|
6.5K
$75.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.06K- 2.72% |
$22.6K - $26.2K
|
73.4K
$850K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-2.06K- 4.57% |
$22.7K - $26.4K
|
43.1K
$499K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.07K- 4.87% |
$22.8K - $26.5K
|
40.6K
$470K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-2.11K- 7.82% |
$23.2K - $26.9K
|
24.9K
$288K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.14K- 7.85% |
$23.5K - $27.3K
|
25.1K
$291K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.17K- 1.19% |
$23.9K - $27.7K
|
180K
$2.08M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.21K- 7.3% |
$24.3K - $28.3K
|
28.1K
$326K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-2.32K- 2.86% |
$25.5K - $29.6K
|
78.8K
$913K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-2.5K- 5.51% |
$27.5K - $31.9K
|
42.9K
$497K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2.55K- 88.7% |
$28K - $32.6K
|
325
$3.76K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.63K- 11.48% |
$28.9K - $33.5K
|
20.3K
$235K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-2.83K- 2.32% |
$31.1K - $36.1K
|
119K
$1.38M
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.86K- 18.23% |
$31.5K - $36.6K
|
12.8K
$149K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.92K- 12.9% |
$32.1K - $37.3K
|
19.7K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.22K- 8.61% |
$35.3K - $41.1K
|
34.1K
$395K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.37K- 7.72% |
$37.1K - $43.1K
|
40.4K
$467K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.39K- 2.63% |
$37.2K - $43.3K
|
126K
$1.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-3.41K- 0.74% |
$37.4K - $43.5K
|
458K
$5.3M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.41K- 12.18% |
$37.5K - $43.6K
|
24.6K
$285K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.46K- 70.35% |
$38K - $44.1K
|
1.46K
$16.9K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.46K- 70.35% |
$38K - $44.1K
|
1.46K
$16.9K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-3.48K- 5.85% |
$38.3K - $44.5K
|
56K
$649K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-4K- 8.95% |
$44K - $51.1K
|
40.7K
$471K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.31K- 12.33% |
$47.3K - $55K
|
30.6K
$355K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-4.65K- 2.38% |
$51.1K - $59.4K
|
191K
$2.21M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-4.7K- 26.11% |
$51.7K - $60K
|
13.3K
$154K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.77K- 14.66% |
$52.4K - $60.9K
|
27.8K
$321K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.78K- 25.08% |
$52.5K - $61K
|
14.3K
$165K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.78K- 6.08% |
$52.5K - $61K
|
73.8K
$855K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.88K- 7.39% |
$53.6K - $62.3K
|
61.1K
$708K
|