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
|
V Wealth Advisors LLC
|
SELL
|
- |
-481- 3.2% |
$5.77K - $6.49K
|
14.6K
$169K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-617- 7.73% |
$7.4K - $8.33K
|
7.36K
$85.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-638- 86.45% |
$7.65K - $8.61K
|
100
$1.16K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-672- 1.62% |
$8.06K - $9.07K
|
40.7K
$472K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-697- 2.13% |
$8.36K - $9.41K
|
32K
$371K
|
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-770- 4.7% |
$9.23K - $10.4K
|
15.6K
$181K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-770- 4.38% |
$9.23K - $10.4K
|
16.8K
$195K
|
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
SELL
|
- |
-772- 1.71% |
$9.26K - $10.4K
|
44.3K
$512K
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-787- 0.8% |
$9.44K - $10.6K
|
97.3K
$1.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-800Closed |
$9.59K - $10.8K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-807- 0.11% |
$9.68K - $10.9K
|
715K
$8.28M
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-812- 3.92% |
$9.74K - $11K
|
19.9K
$230K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-871- 18.05% |
$10.4K - $11.8K
|
3.95K
$45.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-891- 2.64% |
$10.7K - $12K
|
32.9K
$381K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-893- 4.44% |
$10.7K - $12.1K
|
19.2K
$223K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-920- 4.2% |
$11K - $12.4K
|
21K
$243K
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-939- 1.19% |
$11.3K - $12.7K
|
78K
$903K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-949- 2.89% |
$11.4K - $12.8K
|
31.9K
$370K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-985- 7.26% |
$11.8K - $13.3K
|
12.6K
$146K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1KClosed |
$12K - $13.5K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1K- 1.09% |
$12K - $13.5K
|
90.9K
$1.05M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.04K- 3.52% |
$12.4K - $14K
|
28.4K
$329K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.11KClosed |
$13.3K - $15K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.19K- 28.38% |
$14.3K - $16.1K
|
3K
$34.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1.2K- 7.6% |
$14.4K - $16.2K
|
14.6K
$169K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.22KClosed |
$14.6K - $16.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.25K- 6.34% |
$14.9K - $16.8K
|
18.4K
$213K
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.3K- 9.69% |
$15.6K - $17.6K
|
12.1K
$140K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.33KClosed |
$15.9K - $17.9K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.39K- 6.9% |
$16.6K - $18.7K
|
18.7K
$217K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.5K- 4.36% |
$18K - $20.3K
|
32.9K
$381K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-1.51K- 60.02% |
$18.1K - $20.4K
|
1.01K
$11.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.55K- 46.64% |
$18.6K - $20.9K
|
1.77K
$20.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.57K- 5.71% |
$18.9K - $21.2K
|
26K
$301K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.61K- 1.42% |
$19.3K - $21.7K
|
111K
$1.29M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.7K- 9.37% |
$20.3K - $22.9K
|
16.4K
$190K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.7K- 9.37% |
$20.3K - $22.9K
|
16.4K
$190K
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.71K- 4.3% |
$20.5K - $23.1K
|
38.1K
$441K
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.74K- 6.76% |
$20.9K - $23.5K
|
24.1K
$279K
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.75K- 4.18% |
$20.9K - $23.6K
|
40K
$463K
|
|
|
Jul 12, 2022
Q2 2022
|
Golden Green, Inc.
|
SELL
|
- |
-1.78K- 0.49% |
$21.4K - $24.1K
|
359K
$4.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.8K- 68.99% |
$21.6K - $24.3K
|
810
$9.38K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.81K- 0.76% |
$21.6K - $24.4K
|
237K
$2.74M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.97K- 6.66% |
$23.6K - $26.6K
|
27.6K
$320K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 1.86% |
$24K - $27K
|
105K
$1.22M
|
|
|
Aug 08, 2022
Q2 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.55K- 4.25% |
$30.5K - $34.4K
|
57.4K
$664K
|
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-2.58K- 15.8% |
$30.9K - $34.8K
|
13.8K
$159K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.6K- 16.21% |
$31.2K - $35.1K
|
13.4K
$156K
|
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.6K- 57.21% |
$31.2K - $35.1K
|
1.95K
$22.5K
|
|
|
Jul 11, 2022
Q2 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-2.62K- 17.88% |
$31.4K - $35.4K
|
12K
$139K
|