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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
241+ 0.96% |
$2.61K - $2.83K
|
25.3K
$303K
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
238+ 1.6% |
$2.58K - $2.8K
|
15.1K
$181K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
234+ 0.26% |
$2.53K - $2.75K
|
88.7K
$1.06M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
213New |
$2.31K - $2.5K
|
213
$2.56K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
203+ 1.14% |
$2.2K - $2.39K
|
18K
$216K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
202+ 1.23% |
$2.19K - $2.37K
|
16.6K
$200K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
197+ 1.11% |
$2.13K - $2.31K
|
18K
$216K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
183New |
$1.98K - $2.15K
|
183
$2.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
178+ 1.33% |
$1.93K - $2.09K
|
13.5K
$162K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
153+ 16.29% |
$1.66K - $1.8K
|
1.09K
$13.1K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
150+ 0.8% |
$1.62K - $1.76K
|
18.8K
$226K
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
141+ 1.1% |
$1.53K - $1.66K
|
13K
$156K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
136+ 0.58% |
$1.47K - $1.6K
|
23.6K
$284K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
117New |
$1.27K - $1.37K
|
117
$1.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
91+ 0.18% |
$986 - $1.07K
|
51.8K
$621K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
70+ 0.45% |
$758 - $823
|
15.7K
$189K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
70New |
$758 - $823
|
70
$840
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
68+ 0.55% |
$736 - $799
|
12.5K
$150K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
64+ 0.1% |
$693 - $752
|
62.2K
$746K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
54+ 0.14% |
$585 - $635
|
39.4K
$472K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
49+ 1.19% |
$531 - $576
|
4.17K
$50K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
45+ 0.13% |
$487 - $529
|
35.7K
$428K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
45+ 1.63% |
$487 - $529
|
2.81K
$33.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
42+ 0.08% |
$455 - $494
|
54.2K
$651K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
36+ 0.94% |
$390 - $423
|
3.87K
$46.5K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
34New |
$368 - $400
|
34
$408
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
24+ 0.78% |
$260 - $282
|
3.1K
$37.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.16% |
$227 - $247
|
13.3K
$159K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
18+ 1.58% |
$195 - $212
|
1.15K
$13.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
14New |
$152 - $165
|
14
$168
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 0.12% |
$141 - $153
|
11.2K
$135K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 1.54% |
$108 - $118
|
661
$7.93K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3+ 0.0% |
$32.5 - $35.3
|
125K
$1.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$21.7 - $23.5
|
15.4K
$185K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-20- 23.81% |
$217 - $235
|
64
$768
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-53- 80.3% |
$574 - $623
|
13
$156
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-85- 0.25% |
$921 - $999
|
33.4K
$401K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-133- 0.13% |
$1.44K - $1.56K
|
102K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-200- 4.01% |
$2.17K - $2.35K
|
4.79K
$57.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-220- 0.15% |
$2.38K - $2.59K
|
142K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-247- 3.45% |
$2.68K - $2.9K
|
6.92K
$83K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-270- 20.15% |
$2.92K - $3.17K
|
1.07K
$12.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-271- 3.48% |
$2.93K - $3.18K
|
7.52K
$90.2K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-278- 1.95% |
$3.01K - $3.27K
|
14K
$168K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-281- 1.96% |
$3.04K - $3.3K
|
14K
$168K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-292- 0.14% |
$3.16K - $3.43K
|
204K
$2.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-312- 2.18% |
$3.38K - $3.67K
|
14K
$168K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-319- 3.28% |
$3.45K - $3.75K
|
9.42K
$113K
|