Purchases and Sales Made in Q2 2023 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 2023. 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 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
42.9K+ 18.42% |
$465K - $504K
|
276K
$3.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
35.9K+ 16.65% |
$389K - $422K
|
252K
$3.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
32.8K+ 67.32% |
$356K - $386K
|
81.6K
$979K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
32.4K+ 274.22% |
$351K - $380K
|
44.2K
$530K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
32.1KNew |
$348K - $377K
|
32.1K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30.9K+ 15.99% |
$334K - $363K
|
224K
$2.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
30.8KNew |
$334K - $362K
|
30.8K
$370K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
30.7K+ 27.85% |
$332K - $360K
|
141K
$1.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
BUY
|
- |
30.4K+ 2.18% |
$329K - $357K
|
1.42M
$17.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
30KNew |
$325K - $353K
|
30K
$360K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
28.7KNew |
$311K - $337K
|
28.7K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.1K+ 0.81% |
$304K - $330K
|
3.48M
$41.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.9K+ 2.06% |
$302K - $328K
|
1.38M
$16.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
27.3K+ 62.44% |
$296K - $321K
|
71K
$852K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
25K+ 13.08% |
$270K - $293K
|
216K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.9K+ 29.51% |
$259K - $281K
|
105K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
22.9KNew |
$248K - $269K
|
22.9K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
22.1KNew |
$239K - $259K
|
22.1K
$265K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
21.9K+ 29.77% |
$237K - $257K
|
95.3K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.7KNew |
$235K - $255K
|
21.7K
$260K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
20.9KNew |
$227K - $246K
|
20.9K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19.4K+ 3966.67% |
$210K - $228K
|
19.9K
$239K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.2KNew |
$208K - $226K
|
19.2K
$231K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
18.7K+ 39.51% |
$202K - $219K
|
65.9K
$791K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
18.6KNew |
$202K - $219K
|
18.6K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.5KNew |
$200K - $217K
|
18.5K
$222K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18.5K+ 115.42% |
$200K - $217K
|
34.5K
$413K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
18K+ 6.03% |
$195K - $212K
|
317K
$3.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
17.2K+ 9.21% |
$187K - $202K
|
204K
$2.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
17.1K+ 13.5% |
$185K - $201K
|
144K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
16.6K+ 5.49% |
$180K - $195K
|
319K
$3.82M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
16.2K+ 9.03% |
$176K - $191K
|
196K
$2.35M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
16.2K+ 9.03% |
$176K - $191K
|
196K
$2.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
15.6K+ 1.73% |
$169K - $184K
|
923K
$11.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
15.5KNew |
$168K - $182K
|
15.5K
$186K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
14.8KNew |
$160K - $173K
|
14.8K
$177K
|
|
|
Jul 19, 2023
Q2 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
$158K - $171K
|
14.6K
$175K
|
|
|
Jul 17, 2023
Q2 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
14.4K+ 12.39% |
$155K - $169K
|
130K
$1.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
14KNew |
$151K - $164K
|
14K
$168K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.6KNew |
$147K - $159K
|
13.6K
$163K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13.4K+ 87.77% |
$145K - $157K
|
28.6K
$343K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
13.1K+ 4.63% |
$142K - $154K
|
297K
$3.56M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
13KNew |
$141K - $153K
|
13K
$156K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
13K+ 6.75% |
$141K - $153K
|
205K
$2.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
12.8K+ 12.78% |
$139K - $150K
|
113K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
12.5K+ 55.71% |
$135K - $146K
|
34.8K
$418K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
12.3K+ 3.84% |
$133K - $145K
|
333K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.3K+ 28.06% |
$133K - $145K
|
56.2K
$674K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
12.3KNew |
$133K - $144K
|
12.3K
$147K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
11.8K+ 4.33% |
$128K - $139K
|
285K
$3.42M
|