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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
168+ 0.72% |
$2.01K - $2.27K
|
23.5K
$272K
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
BUY
|
- |
157+ 0.48% |
$1.88K - $2.12K
|
32.6K
$378K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
146+ 0.73% |
$1.75K - $1.97K
|
20.3K
$235K
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
143+ 0.5% |
$1.71K - $1.93K
|
28.5K
$330K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
102+ 102.0% |
$1.22K - $1.38K
|
202
$2.34K
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
101+ 0.94% |
$1.21K - $1.36K
|
10.9K
$126K
|
|
Jul 22, 2022
Q2 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
100+ 0.25% |
$1.2K - $1.35K
|
40K
$463K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100New |
$1.2K - $1.35K
|
100
$1.16K
|
|
Aug 12, 2022
Q2 2022
|
Piper Sandler & Co.
Minneapolis, MN |
BUY
|
- |
100New |
$1.2K - $1.35K
|
100
$1.16K
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
62+ 0.62% |
$743 - $837
|
10.1K
$117K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
56New |
$671 - $756
|
56
$648
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
55+ 0.42% |
$659 - $743
|
13K
$151K
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
51+ 0.08% |
$611 - $689
|
65.9K
$763K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 1.31% |
$408 - $459
|
2.63K
$30.5K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
29+ 0.16% |
$348 - $392
|
18.1K
$209K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
16New |
$192 - $216
|
16
$185
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 1.38% |
$168 - $189
|
1.03K
$11.9K
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
12+ 1.29% |
$144 - $162
|
944
$10.9K
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
12+ 0.45% |
$144 - $162
|
2.65K
$30.7K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11+ 1.29% |
$132 - $149
|
861
$9.97K
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
11+ 0.04% |
$132 - $149
|
24.7K
$286K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.09% |
$120 - $135
|
11.6K
$134K
|
|
Mar 28, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9+ 0.08% |
$108 - $122
|
11.6K
$134K
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9+ 0.08% |
$108 - $122
|
11.6K
$134K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.3% |
$95.9 - $108
|
622
$7.2K
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.04% |
$71.9 - $81
|
16.9K
$196K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
6+ 0.02% |
$71.9 - $81
|
28.6K
$331K
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.04% |
$48 - $54
|
8.91K
$103K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 1.52% |
$36 - $40.5
|
200
$2.32K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$24 - $27
|
4.04K
$46.7K
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$24 - $27
|
27.7K
$321K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-15Closed |
$180 - $203
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-84- 2.3% |
$1.01K - $1.13K
|
3.57K
$41.3K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-129Closed |
$1.55K - $1.74K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-131- 0.17% |
$1.57K - $1.77K
|
76.3K
$884K
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-163- 6.96% |
$1.95K - $2.2K
|
2.18K
$25.2K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-166- 0.95% |
$1.99K - $2.24K
|
17.3K
$201K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-176- 4.11% |
$2.11K - $2.38K
|
4.11K
$47.6K
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-223- 1.86% |
$2.67K - $3.01K
|
11.7K
$136K
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-262- 0.24% |
$3.14K - $3.54K
|
109K
$1.26M
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-267- 19.87% |
$3.2K - $3.6K
|
1.08K
$12.5K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-284- 0.56% |
$3.41K - $3.83K
|
50.1K
$581K
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-295- 2.52% |
$3.54K - $3.98K
|
11.4K
$132K
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-329- 0.21% |
$3.94K - $4.44K
|
159K
$1.85M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-363- 3.17% |
$4.35K - $4.9K
|
11.1K
$128K
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-437- 1.87% |
$5.24K - $5.9K
|
22.9K
$266K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-439- 2.72% |
$5.26K - $5.93K
|
15.7K
$181K
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-444- 3.91% |
$5.32K - $5.99K
|
10.9K
$126K
|