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 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.57K+ 3.55% |
$38.6K - $41.9K
|
104K
$1.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.43K+ 29.97% |
$37.2K - $40.3K
|
14.9K
$179K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.35K+ 15.02% |
$36.3K - $39.3K
|
25.6K
$308K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.31KNew |
$35.8K - $38.9K
|
3.31K
$39.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.22K+ 18.49% |
$34.9K - $37.8K
|
20.6K
$248K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.17K+ 4.06% |
$34.3K - $37.2K
|
81.3K
$976K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.12K+ 9.87% |
$33.8K - $36.6K
|
34.7K
$416K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.11KNew |
$33.7K - $36.5K
|
3.11K
$37.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3K+ 454.85% |
$32.5K - $35.3K
|
3.66K
$43.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3KNew |
$32.5K - $35.3K
|
3K
$36K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.96K+ 13.35% |
$32K - $34.8K
|
25.1K
$302K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
2.9K+ 36.39% |
$31.4K - $34.1K
|
10.9K
$130K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.83K+ 13.83% |
$30.7K - $33.3K
|
23.3K
$280K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.83K+ 4.37% |
$30.6K - $33.2K
|
67.5K
$810K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.83K+ 4.37% |
$30.6K - $33.2K
|
67.5K
$810K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
2.63K+ 6.5% |
$28.4K - $30.8K
|
43K
$516K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.51K+ 3.84% |
$27.2K - $29.5K
|
68K
$816K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.32K+ 6.8% |
$25.1K - $27.3K
|
36.5K
$438K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.83KNew |
$19.8K - $21.4K
|
1.83K
$21.9K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 148.89% |
$18.1K - $19.7K
|
2.8K
$33.6K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 148.89% |
$18.1K - $19.7K
|
2.8K
$33.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
1.66K+ 9.2% |
$18K - $19.5K
|
19.7K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.66KNew |
$18K - $19.5K
|
1.66K
$19.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.52K+ 6.06% |
$16.4K - $17.8K
|
26.5K
$318K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.43K+ 1.67% |
$15.5K - $16.8K
|
87.1K
$1.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.3K+ 7.45% |
$14.1K - $15.3K
|
18.8K
$226K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.07K+ 0.54% |
$11.6K - $12.6K
|
201K
$2.41M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
920+ 2.85% |
$9.96K - $10.8K
|
33.2K
$398K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
916New |
$9.92K - $10.8K
|
916
$11K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
878+ 8.15% |
$9.51K - $10.3K
|
11.7K
$140K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
842+ 1.64% |
$9.12K - $9.89K
|
52.2K
$627K
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
810+ 1.63% |
$8.77K - $9.52K
|
50.5K
$605K
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
777+ 2.02% |
$8.41K - $9.13K
|
39.2K
$470K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
730+ 2.62% |
$7.91K - $8.58K
|
28.6K
$343K
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
722+ 2.26% |
$7.82K - $8.48K
|
32.7K
$393K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
704+ 1.63% |
$7.62K - $8.27K
|
43.8K
$526K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
669+ 2.3% |
$7.25K - $7.86K
|
29.7K
$357K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
633+ 1.63% |
$6.86K - $7.44K
|
39.5K
$474K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
592+ 2.29% |
$6.41K - $6.96K
|
26.5K
$317K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
587+ 0.71% |
$6.36K - $6.9K
|
82.9K
$995K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
585+ 1.63% |
$6.34K - $6.87K
|
36.5K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
557+ 38.63% |
$6.03K - $6.54K
|
2K
$24K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
544New |
$5.89K - $6.39K
|
544
$6.53K
|
|
|
Aug 01, 2023
Q2 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
462+ 1.04% |
$5K - $5.43K
|
44.9K
$538K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
457+ 2.06% |
$4.95K - $5.37K
|
22.6K
$271K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
394+ 0.69% |
$4.27K - $4.63K
|
57.4K
$689K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
371+ 0.52% |
$4.02K - $4.36K
|
72K
$864K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
368+ 3.04% |
$3.99K - $4.32K
|
12.5K
$150K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
316New |
$3.42K - $3.71K
|
316
$3.79K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
242New |
$2.62K - $2.84K
|
242
$2.9K
|