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 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-2.66K- 10.89% |
$31.9K - $35.9K
|
21.8K
$252K
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-2.68K- 13.47% |
$32.1K - $36.1K
|
17.2K
$199K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.73K- 7.28% |
$32.7K - $36.8K
|
34.7K
$402K
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.73K- 2.47% |
$32.7K - $36.9K
|
108K
$1.25M
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3K- 98.72% |
$36K - $40.5K
|
39
$452
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3K- 23.08% |
$36K - $40.5K
|
10K
$116K
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.3K- 2.31% |
$39.6K - $44.6K
|
140K
$1.62M
|
|
|
Jul 08, 2022
Q2 2022
|
Swm Advisors
|
SELL
|
- |
-3.35K- 16.4% |
$40.1K - $45.2K
|
17.1K
$197K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.36K- 3.87% |
$40.3K - $45.4K
|
83.5K
$967K
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.44K- 3.22% |
$41.3K - $46.5K
|
103K
$1.2M
|
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-3.51K- 4.17% |
$42.1K - $47.4K
|
80.8K
$935K
|
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.55K- 17.48% |
$42.6K - $47.9K
|
16.8K
$194K
|
|
|
Jul 22, 2022
Q2 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-3.62K- 50.0% |
$43.4K - $48.8K
|
3.62K
$41.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.02K- 9.56% |
$48.2K - $54.2K
|
38K
$440K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.04K- 1.86% |
$48.4K - $54.5K
|
212K
$2.46M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-4.24K- 98.28% |
$50.8K - $57.2K
|
74
$857
|
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-4.4K- 19.64% |
$52.8K - $59.4K
|
18K
$208K
|
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-4.56K- 12.87% |
$54.6K - $61.5K
|
30.9K
$357K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.85K- 25.07% |
$58.1K - $65.4K
|
14.5K
$168K
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-4.86K- 24.93% |
$58.3K - $65.7K
|
14.6K
$170K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.98KClosed |
$59.8K - $67.3K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5.02K- 39.54% |
$60.1K - $67.7K
|
7.67K
$88.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-5.02K- 11.36% |
$60.2K - $67.8K
|
39.2K
$454K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.14K- 31.59% |
$61.6K - $69.3K
|
11.1K
$129K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.34K- 21.52% |
$64K - $72.1K
|
19.5K
$225K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.35K- 16.64% |
$64.2K - $72.3K
|
26.8K
$311K
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-5.5K- 3.72% |
$66K - $74.3K
|
142K
$1.65M
|
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-5.64K- 4.18% |
$67.7K - $76.2K
|
129K
$1.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.66K- 9.53% |
$67.9K - $76.4K
|
53.7K
$622K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.85K- 22.02% |
$70.2K - $79K
|
20.7K
$240K
|
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-6.15K- 59.42% |
$73.7K - $83K
|
4.2K
$48.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-6.18K- 5.51% |
$74K - $83.4K
|
106K
$1.23M
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-6.35K- 1.8% |
$76.2K - $85.8K
|
346K
$4.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-6.49KClosed |
$77.8K - $87.6K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-6.5K- 73.76% |
$77.9K - $87.8K
|
2.31K
$26.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-6.68K- 10.95% |
$80.1K - $90.2K
|
54.3K
$629K
|
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6.69K- 0.91% |
$80.2K - $90.3K
|
725K
$8.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-6.75K- 50.0% |
$80.9K - $91.1K
|
6.75K
$78.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.78K- 10.77% |
$81.3K - $91.5K
|
56.1K
$650K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
SELL
|
- |
-6.93K- 1.76% |
$83K - $93.5K
|
386K
$4.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.48K- 18.89% |
$89.6K - $101K
|
32.1K
$372K
|
|
|
Aug 10, 2022
Q2 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-7.63K- 5.36% |
$91.4K - $103K
|
135K
$1.56M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7.63K- 13.58% |
$91.5K - $103K
|
48.5K
$562K
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-7.67K- 8.81% |
$91.9K - $103K
|
79.4K
$919K
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-7.78K- 72.92% |
$93.3K - $105K
|
2.89K
$33.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.23K- 24.89% |
$98.7K - $111K
|
24.8K
$288K
|
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-8.5KClosed |
$102K - $115K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-8.5K- 8.45% |
$102K - $115K
|
92.1K
$1.07M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.69K- 29.23% |
$104K - $117K
|
21K
$244K
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-8.86K- 20.41% |
$106K - $120K
|
34.6K
$400K
|