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 |
|---|---|---|---|---|---|---|---|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
26.7K+ 449.28% |
$320K - $360K
|
32.6K
$378K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.4K+ 22.39% |
$317K - $357K
|
145K
$1.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.9K+ 3.56% |
$311K - $350K
|
755K
$8.75M
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
25.9K+ 159.43% |
$311K - $350K
|
42.2K
$489K
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
BUY
|
- |
23.6K+ 1.97% |
$283K - $319K
|
1.22M
$14.2M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
23.5K+ 31.59% |
$281K - $317K
|
97.8K
$1.13M
|
|
|
Jul 22, 2022
Q2 2022
|
Retireful, LLC
|
BUY
|
- |
21.8KNew |
$261K - $294K
|
21.8K
$252K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
20.2KNew |
$242K - $272K
|
20.2K
$234K
|
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
18.8KNew |
$225K - $254K
|
18.8K
$218K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
17.7K+ 4.58% |
$212K - $238K
|
403K
$4.67M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
16.9KNew |
$203K - $228K
|
16.9K
$196K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16.9K+ 4.3% |
$202K - $228K
|
409K
$4.74M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.2K+ 21.92% |
$195K - $219K
|
90.3K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
16KNew |
$192K - $216K
|
16K
$185K
|
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
15.6KNew |
$187K - $210K
|
15.6K
$180K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
15.2K+ 6.72% |
$182K - $205K
|
241K
$2.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
15KNew |
$180K - $202K
|
15K
$173K
|
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
13.2K+ 1.49% |
$158K - $178K
|
897K
$10.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
12.8KNew |
$153K - $173K
|
12.8K
$148K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
12.1K+ 21.08% |
$145K - $163K
|
69.4K
$803K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11.9K+ 16.75% |
$143K - $161K
|
83.3K
$964K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
11.5KNew |
$138K - $156K
|
11.5K
$133K
|
|
|
Jul 22, 2022
Q2 2022
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
11.4KNew |
$136K - $153K
|
11.4K
$131K
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11.1KNew |
$133K - $150K
|
11.1K
$129K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$133K - $150K
|
11.1K
$129K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.6KNew |
$127K - $143K
|
10.6K
$123K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10KNew |
$120K - $135K
|
10K
$116K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
10KNew |
$120K - $135K
|
10K
$116K
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
8.02K+ 2.39% |
$96.2K - $108K
|
343K
$3.97M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
7.38K+ 11.62% |
$88.5K - $99.6K
|
70.8K
$820K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
7KNew |
$83.9K - $94.5K
|
7K
$81.1K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.76K+ 5.75% |
$81K - $91.2K
|
124K
$1.44M
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
6.52K+ 30.28% |
$78.2K - $88K
|
28.1K
$325K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
6.28K+ 2.21% |
$75.3K - $84.8K
|
291K
$3.37M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.23K+ 2.53% |
$74.7K - $84.1K
|
252K
$2.92M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.09K+ 0.59% |
$73K - $82.2K
|
1.04M
$12M
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
5.9K+ 9.76% |
$70.7K - $79.6K
|
66.3K
$768K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.84K+ 13.34% |
$70K - $78.9K
|
49.6K
$575K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
5.68K+ 19.17% |
$68.2K - $76.7K
|
35.3K
$409K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
5.62K+ 13.75% |
$67.4K - $75.9K
|
46.5K
$539K
|
|
|
Aug 12, 2022
Q2 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
5.19K+ 6.25% |
$62.2K - $70.1K
|
88.2K
$1.02M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.74K+ 34.58% |
$56.8K - $64K
|
18.4K
$214K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
4.74K+ 35.07% |
$56.8K - $64K
|
18.3K
$211K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.71K+ 1.44% |
$56.4K - $63.5K
|
332K
$3.85M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.57K+ 9.79% |
$54.8K - $61.7K
|
51.3K
$594K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.31K+ 20.74% |
$51.7K - $58.2K
|
25.1K
$291K
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.3K+ 4.04% |
$51.6K - $58.1K
|
111K
$1.28M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
4.24K+ 11.54% |
$50.8K - $57.2K
|
41K
$475K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.07KNew |
$48.8K - $54.9K
|
4.07K
$47.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
3.92K+ 6.07% |
$47K - $52.9K
|
68.5K
$793K
|