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 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.88KClosed |
$107K - $120K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.2K- 62.27% |
$110K - $124K
|
5.58K
$64.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-9.3K- 7.95% |
$111K - $125K
|
108K
$1.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.32K- 13.67% |
$112K - $126K
|
58.9K
$682K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-9.33KClosed |
$112K - $126K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-9.68K- 8.59% |
$116K - $131K
|
103K
$1.19M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.84K- 44.24% |
$118K - $133K
|
12.4K
$144K
|
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-10.1KClosed |
$121K - $137K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-10.8K- 22.63% |
$129K - $146K
|
36.9K
$428K
|
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-10.8KClosed |
$130K - $146K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-10.9K- 25.51% |
$131K - $147K
|
31.9K
$369K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.3K- 26.17% |
$136K - $153K
|
31.9K
$370K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-11.5K- 0.38% |
$138K - $155K
|
3.02M
$35M
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-11.7K- 32.92% |
$140K - $158K
|
23.8K
$275K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-11.9K- 21.38% |
$142K - $160K
|
43.6K
$505K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.9K- 12.98% |
$143K - $161K
|
79.9K
$925K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12.1K- 11.84% |
$145K - $163K
|
90.2K
$1.04M
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-12.2K- 84.09% |
$147K - $165K
|
2.32K
$26.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
SELL
|
- |
-12.3K- 27.52% |
$147K - $166K
|
32.3K
$374K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
SELL
|
- |
-12.5K- 13.71% |
$150K - $168K
|
78.5K
$909K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.6K- 21.82% |
$151K - $170K
|
45.2K
$523K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.7K- 5.62% |
$152K - $172K
|
214K
$2.47M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-12.8K- 42.38% |
$153K - $172K
|
17.4K
$201K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-12.8K- 42.38% |
$153K - $173K
|
17.4K
$201K
|
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-12.9KClosed |
$155K - $174K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-13KClosed |
$156K - $176K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13K- 46.12% |
$156K - $176K
|
15.2K
$176K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13.1KClosed |
$157K - $177K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-13.4K- 4.25% |
$160K - $181K
|
302K
$3.49M
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-13.9KClosed |
$167K - $188K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-14KClosed |
$168K - $189K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-14KClosed |
$168K - $189K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-14K- 1.31% |
$168K - $189K
|
1.06M
$12.2M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.2K- 48.92% |
$170K - $191K
|
14.8K
$171K
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14.3KClosed |
$171K - $193K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-14.4K- 8.39% |
$173K - $195K
|
158K
$1.83M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-14.7K- 46.77% |
$176K - $198K
|
16.7K
$194K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14.8KClosed |
$178K - $200K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-15.1K- 49.68% |
$181K - $204K
|
15.3K
$177K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15.7KClosed |
$188K - $211K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-15.7KClosed |
$188K - $212K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-15.8K- 9.12% |
$189K - $213K
|
157K
$1.82M
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-15.9KClosed |
$191K - $215K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-16KClosed |
$192K - $216K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-16.7K- 6.91% |
$200K - $226K
|
225K
$2.61M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17K- 17.48% |
$204K - $229K
|
80.2K
$929K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.1K- 16.64% |
$205K - $230K
|
85.4K
$989K
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-17.1KClosed |
$205K - $231K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cim, LLC
|
SELL
|
- |
-17.2KClosed |
$207K - $233K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-17.5KClosed |
$210K - $236K
|
0
$0
|