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 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
14.2K+ 3.36% |
$211K - $218K
|
435K
$5.04M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
13.5K+ 13.26% |
$201K - $207K
|
115K
$1.33M
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
13.3KNew |
$199K - $204K
|
13.3K
$154K
|
|
|
Oct 21, 2021
Q3 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
13.3KNew |
$198K - $204K
|
13.3K
$153K
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
13.2K+ 44.0% |
$198K - $203K
|
43.3K
$502K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13KNew |
$193K - $199K
|
13K
$150K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$188K - $193K
|
12.6K
$146K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.1K+ 8.24% |
$181K - $186K
|
159K
$1.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.1K+ 33.56% |
$180K - $185K
|
48K
$556K
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
11.9K+ 29.75% |
$178K - $183K
|
51.9K
$601K
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
11.6K+ 10.24% |
$174K - $179K
|
125K
$1.45M
|
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
11.4K+ 50.03% |
$170K - $175K
|
34.2K
$396K
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
BUY
|
- |
11.2K+ 3.18% |
$167K - $172K
|
362K
$4.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
11.2KNew |
$167K - $172K
|
11.2K
$129K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
11K+ 2.86% |
$164K - $168K
|
394K
$4.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.8K+ 7.23% |
$162K - $167K
|
161K
$1.86M
|
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
BUY
|
- |
10.8K+ 11.64% |
$161K - $166K
|
103K
$1.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
10.7K+ 8.64% |
$160K - $164K
|
134K
$1.56M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.7K+ 58.47% |
$159K - $164K
|
28.9K
$335K
|
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10.4KNew |
$155K - $160K
|
10.4K
$120K
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.4K+ 2.2% |
$155K - $160K
|
482K
$5.58M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
10.3KNew |
$154K - $159K
|
10.3K
$120K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.1K+ 30.28% |
$151K - $155K
|
43.5K
$504K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.1K+ 13.65% |
$151K - $155K
|
84K
$973K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
9.82K+ 35.58% |
$147K - $151K
|
37.4K
$433K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.36K+ 26.29% |
$140K - $144K
|
45K
$521K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.17K+ 8.98% |
$137K - $141K
|
111K
$1.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.07K+ 34.6% |
$135K - $139K
|
35.3K
$409K
|
|
|
Oct 13, 2021
Q3 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
9.04K+ 5.29% |
$135K - $139K
|
180K
$2.08M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
8.94K+ 9.85% |
$133K - $137K
|
99.7K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.63K+ 0.04% |
$129K - $133K
|
21.8M
$252M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.6K+ 9.3% |
$128K - $132K
|
101K
$1.17M
|
|
|
Oct 12, 2021
Q3 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
8.28K+ 2.2% |
$124K - $127K
|
385K
$4.46M
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
8.08K+ 27.2% |
$121K - $124K
|
37.8K
$438K
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
7.96K+ 2.39% |
$119K - $122K
|
341K
$3.95M
|
|
|
Nov 02, 2021
Q3 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
7.9K+ 21.42% |
$118K - $121K
|
44.8K
$518K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.85K+ 2.79% |
$117K - $121K
|
289K
$3.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.59K+ 15.16% |
$113K - $117K
|
57.7K
$668K
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
7.5K+ 7.11% |
$112K - $115K
|
113K
$1.31M
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
7.18K+ 1.0% |
$107K - $110K
|
727K
$8.42M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.69K+ 20.58% |
$99.9K - $103K
|
39.2K
$454K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.56K+ 1.96% |
$98K - $101K
|
341K
$3.95M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
6.54K+ 2.02% |
$97.6K - $100K
|
330K
$3.82M
|
|
|
Oct 21, 2021
Q3 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
6.25K+ 50.2% |
$93.3K - $96.1K
|
18.7K
$217K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
5.8K+ 22.49% |
$86.5K - $89.1K
|
31.6K
$366K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.77K+ 4.67% |
$86.2K - $88.7K
|
129K
$1.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.65K+ 18.25% |
$84.4K - $86.9K
|
36.6K
$424K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.38K+ 18.82% |
$80.2K - $82.6K
|
33.9K
$393K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.37K+ 11.48% |
$80.2K - $82.6K
|
52.2K
$604K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.36K+ 78.08% |
$80K - $82.4K
|
12.2K
$142K
|