Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 15, 2022
Q2 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.32MNew |
$15.9M - $17.9M
|
1.32M
$15.3M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
843K+ 10.09% |
$10.1M - $11.4M
|
9.2M
$107M
|
|
Jul 19, 2022
Q2 2022
|
Joule Financial, LLC
|
BUY
|
- |
669KNew |
$8.02M - $9.03M
|
669K
$7.74M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
630K+ 194.17% |
$7.55M - $8.5M
|
954K
$11M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
604K+ 84.62% |
$7.24M - $8.16M
|
1.32M
$15.3M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
420K+ 1678.93% |
$5.04M - $5.67M
|
445K
$5.16M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
378K+ 940.89% |
$4.53M - $5.11M
|
418K
$4.85M
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
342KNew |
$4.1M - $4.62M
|
342K
$3.96M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
286K+ 53.88% |
$3.42M - $3.86M
|
816K
$9.45M
|
|
Aug 03, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
280K+ 45.54% |
$3.36M - $3.78M
|
895K
$10.4M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
222K+ 3853.24% |
$2.66M - $3M
|
228K
$2.64M
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
217KNew |
$2.61M - $2.94M
|
217K
$2.52M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
217K+ 44.3% |
$2.6M - $2.93M
|
707K
$8.19M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
205K+ 11.02% |
$2.45M - $2.76M
|
2.06M
$23.9M
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
190KNew |
$2.28M - $2.56M
|
190K
$2.2M
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
146KNew |
$1.75M - $1.97M
|
146K
$1.69M
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
127KNew |
$1.53M - $1.72M
|
127K
$1.48M
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
126K+ 1066.71% |
$1.51M - $1.7M
|
138K
$1.6M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
117K+ 13.48% |
$1.41M - $1.58M
|
987K
$11.4M
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
87.8K+ 56.84% |
$1.05M - $1.19M
|
242K
$2.81M
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
BUY
|
- |
87KNew |
$1.04M - $1.17M
|
87K
$1.01M
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
86.2K+ 21.93% |
$1.03M - $1.16M
|
479K
$5.55M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
77.4KNew |
$928K - $1.04M
|
77.4K
$896K
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
72K+ 36.19% |
$863K - $972K
|
271K
$3.14M
|
|
Aug 01, 2022
Q2 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
71.3KNew |
$855K - $963K
|
71.3K
$826K
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
64.1KNew |
$768K - $865K
|
64.1K
$742K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
61.7K+ 692.01% |
$739K - $832K
|
70.6K
$817K
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
57.9K+ 117.17% |
$695K - $782K
|
107K
$1.24M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
55.2K+ 68.51% |
$662K - $745K
|
136K
$1.57M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
55.1K+ 6.77% |
$661K - $744K
|
870K
$10.1M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
54KNew |
$647K - $728K
|
54K
$625K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
52.1KNew |
$625K - $704K
|
52.1K
$604K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.8K+ 13.81% |
$609K - $686K
|
418K
$4.85M
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
49.7K+ 67.07% |
$596K - $671K
|
124K
$1.43M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
48.5K+ 27.51% |
$582K - $655K
|
225K
$2.6M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
46.7KNew |
$560K - $630K
|
46.7K
$541K
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
46.2K+ 11.16% |
$554K - $624K
|
460K
$5.33M
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
45.6KNew |
$547K - $616K
|
45.6K
$528K
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
37.4KNew |
$448K - $504K
|
37.4K
$433K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
35.6K+ 3.1% |
$427K - $481K
|
1.18M
$13.7M
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
34.5KNew |
$414K - $466K
|
34.5K
$400K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
34.2K+ 17.08% |
$410K - $461K
|
234K
$2.71M
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
32.7K+ 300.04% |
$392K - $442K
|
43.6K
$505K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
32.6K+ 187.28% |
$391K - $440K
|
50K
$579K
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
32.3K+ 291.65% |
$387K - $436K
|
43.4K
$502K
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
32.3K+ 291.65% |
$387K - $436K
|
43.4K
$502K
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
28.8K+ 16.14% |
$345K - $388K
|
207K
$2.4M
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
28.4K+ 16.84% |
$341K - $383K
|
197K
$2.28M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
27.3K+ 18.69% |
$328K - $369K
|
174K
$2.01M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
27.3K+ 13.75% |
$327K - $368K
|
226K
$2.61M
|