Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.1K+ 5.05% |
$748K - $770K
|
1.04M
$12.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
49.5K+ 19.3% |
$738K - $760K
|
306K
$3.54M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
48.2K+ 2897.24% |
$720K - $741K
|
49.9K
$578K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.9K+ 5.28% |
$700K - $721K
|
935K
$10.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
44.4KNew |
$663K - $683K
|
44.4K
$514K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
43.9K+ 7.65% |
$656K - $675K
|
618K
$7.16M
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
41.9K+ 46.73% |
$626K - $644K
|
132K
$1.52M
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
41.5K+ 8.52% |
$619K - $637K
|
529K
$6.12M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
39.9K+ 100.97% |
$595K - $613K
|
79.4K
$919K
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
38.1K+ 9.61% |
$568K - $585K
|
434K
$5.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
38KNew |
$567K - $584K
|
38K
$440K
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
36.9K+ 14.52% |
$551K - $567K
|
291K
$3.37M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
36.8K+ 7.73% |
$550K - $566K
|
513K
$5.94M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.1K+ 1.21% |
$524K - $540K
|
2.93M
$33.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
34.2K+ 3.7% |
$510K - $525K
|
959K
$11.1M
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
33.6K+ 9.5% |
$501K - $516K
|
387K
$4.48M
|
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
31.4K+ 3.91% |
$468K - $482K
|
833K
$9.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
31KNew |
$462K - $476K
|
31K
$359K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
29.4K+ 24.05% |
$439K - $452K
|
152K
$1.76M
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
28.7K+ 4.53% |
$428K - $441K
|
661K
$7.66M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.7K+ 4.86% |
$414K - $426K
|
599K
$6.93M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
26.9K+ 4.58% |
$402K - $414K
|
614K
$7.11M
|
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
26.5K+ 7.6% |
$395K - $407K
|
375K
$4.34M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
26.4K+ 6556.22% |
$393K - $405K
|
26.8K
$310K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.7K+ 6.77% |
$384K - $395K
|
406K
$4.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
25.1K+ 6.08% |
$375K - $387K
|
439K
$5.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.4K+ 11.92% |
$364K - $375K
|
229K
$2.65M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
24.1K+ 221.1% |
$360K - $370K
|
35K
$405K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.3K+ 8.37% |
$332K - $342K
|
288K
$3.34M
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
22.2KNew |
$332K - $341K
|
22.2K
$257K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
22.2K+ 4.07% |
$331K - $341K
|
567K
$6.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
21.8K+ 4.23% |
$325K - $335K
|
537K
$6.22M
|
|
|
Oct 18, 2021
Q3 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
21.4K+ 6.42% |
$319K - $328K
|
354K
$4.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
21.2K+ 116.37% |
$317K - $326K
|
39.4K
$457K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
20.9K+ 18.35% |
$312K - $321K
|
135K
$1.56M
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
20KNew |
$299K - $308K
|
20K
$232K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.5K+ 20.4% |
$291K - $299K
|
115K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19.4K+ 48.32% |
$290K - $298K
|
59.5K
$690K
|
|
|
Oct 15, 2021
Q3 2021
|
Lcm Capital Management Inc
|
BUY
|
- |
18.8KNew |
$281K - $289K
|
18.8K
$218K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
17.4K+ 8.22% |
$259K - $267K
|
229K
$2.65M
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
17.3K+ 14.54% |
$259K - $266K
|
136K
$1.58M
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
16.9KNew |
$252K - $260K
|
16.9K
$196K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
16.7K+ 22.33% |
$249K - $256K
|
91.4K
$1.06M
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
16.6K+ 39.9% |
$247K - $255K
|
58.1K
$673K
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
16.2K+ 14.96% |
$242K - $249K
|
125K
$1.44M
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
15.4K+ 29.66% |
$229K - $236K
|
67.2K
$778K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
15.3K+ 47.59% |
$229K - $236K
|
47.6K
$551K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
15.2K+ 2.05% |
$227K - $233K
|
755K
$8.74M
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
14.5K+ 26.67% |
$216K - $223K
|
68.8K
$797K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.3K+ 21.68% |
$213K - $219K
|
80.1K
$928K
|