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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.02K- 30.11% |
$55.1K - $64.1K
|
11.6K
$135K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-5.03K- 26.08% |
$55.2K - $64.2K
|
14.2K
$165K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.14K- 4.1% |
$56.4K - $65.6K
|
120K
$1.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-5.16K- 8.77% |
$56.7K - $65.8K
|
53.7K
$621K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.42K- 31.77% |
$59.6K - $69.2K
|
11.6K
$135K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5.5K- 13.37% |
$60.4K - $70.2K
|
35.6K
$413K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-5.5K- 9.59% |
$60.4K - $70.2K
|
51.9K
$600K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.54K- 3.92% |
$60.9K - $70.7K
|
136K
$1.57M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-5.73K- 3.88% |
$63K - $73.2K
|
142K
$1.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.77K- 12.5% |
$63.4K - $73.6K
|
40.4K
$468K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.94K- 8.31% |
$65.3K - $75.8K
|
65.5K
$758K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.21K- 1.69% |
$68.2K - $79.3K
|
361K
$4.18M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.49K- 6.52% |
$71.3K - $82.8K
|
93K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-6.67K- 26.54% |
$73.3K - $85.1K
|
18.5K
$214K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.78K- 5.16% |
$74.5K - $86.6K
|
125K
$1.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-7.02K- 30.11% |
$77.2K - $89.7K
|
16.3K
$189K
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
SELL
|
- |
-7.14K- 3.37% |
$78.5K - $91.2K
|
205K
$2.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.6K- 15.4% |
$83.5K - $97K
|
41.7K
$483K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-7.87K- 8.41% |
$86.4K - $100K
|
85.7K
$992K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.93K- 18.53% |
$87.2K - $101K
|
34.9K
$404K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-8.18K- 25.97% |
$89.8K - $104K
|
23.3K
$270K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.18K- 3.93% |
$89.9K - $104K
|
200K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.19K- 16.83% |
$90K - $105K
|
40.5K
$469K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-8.27K- 9.4% |
$90.8K - $106K
|
79.7K
$923K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-9.32K- 33.5% |
$102K - $119K
|
18.5K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.7K- 1.05% |
$107K - $124K
|
915K
$10.6M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-9.8K- 30.68% |
$108K - $125K
|
22.1K
$256K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9.9K- 36.25% |
$109K - $126K
|
17.4K
$202K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-10K- 41.52% |
$110K - $128K
|
14.1K
$163K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.2K- 5.46% |
$112K - $130K
|
176K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.2K- 3.5% |
$112K - $130K
|
281K
$3.25M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-10.5K- 7.98% |
$115K - $134K
|
121K
$1.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-10.6K- 10.96% |
$116K - $135K
|
85.8K
$993K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.5K- 31.54% |
$126K - $147K
|
24.9K
$288K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11.5K- 35.22% |
$127K - $147K
|
21.2K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-11.7K- 4.17% |
$128K - $149K
|
268K
$3.1M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-12.4KClosed |
$136K - $158K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12.4K- 20.26% |
$136K - $158K
|
48.7K
$564K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-12.7K- 6.61% |
$140K - $163K
|
180K
$2.08M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-12.7K- 6.61% |
$140K - $163K
|
180K
$2.08M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-13.7K- 8.0% |
$150K - $174K
|
157K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-13.8K- 31.51% |
$152K - $177K
|
30.1K
$348K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-14K- 12.27% |
$154K - $179K
|
100K
$1.16M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-14.4K- 5.9% |
$158K - $183K
|
229K
$2.65M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.8K- 15.57% |
$163K - $190K
|
80.5K
$932K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-14.9K- 47.52% |
$164K - $190K
|
16.4K
$190K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15.5K- 21.12% |
$170K - $198K
|
57.8K
$670K
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-15.7K- 2.21% |
$173K - $201K
|
698K
$8.08M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-16K- 52.73% |
$175K - $204K
|
14.3K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-16.1K- 28.67% |
$177K - $206K
|
40.1K
$464K
|