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
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.35K+ 10.11% |
$20.2K - $20.8K
|
14.7K
$171K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.33KNew |
$19.8K - $20.4K
|
1.33K
$15.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.3K+ 36.51% |
$19.4K - $20K
|
4.86K
$56.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.26K+ 4.25% |
$18.8K - $19.3K
|
30.9K
$358K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
1.12K+ 4.6% |
$16.7K - $17.2K
|
25.4K
$294K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.01K+ 2.8% |
$15K - $15.5K
|
37K
$429K
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1KNew |
$14.9K - $15.4K
|
1K
$11.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
957+ 5.55% |
$14.3K - $14.7K
|
18.2K
$211K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
905+ 23.54% |
$13.5K - $13.9K
|
4.75K
$55K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
900+ 32.14% |
$13.4K - $13.8K
|
3.7K
$42.8K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
863+ 3.7% |
$12.9K - $13.3K
|
24.2K
$280K
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
863+ 0.33% |
$12.9K - $13.3K
|
261K
$3.03M
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
806New |
$12K - $12.4K
|
806
$9.33K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
800New |
$11.9K - $12.3K
|
800
$9.26K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
794New |
$11.9K - $12.2K
|
794
$9.19K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
756+ 1.37% |
$11.3K - $11.6K
|
55.9K
$647K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
697+ 0.68% |
$10.4K - $10.7K
|
103K
$1.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
695+ 0.72% |
$10.4K - $10.7K
|
97.5K
$1.13M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
670+ 3.7% |
$10K - $10.3K
|
18.8K
$217K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
640+ 2.25% |
$9.56K - $9.84K
|
29.1K
$338K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
636+ 4.59% |
$9.5K - $9.78K
|
14.5K
$168K
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
623+ 0.63% |
$9.3K - $9.58K
|
100K
$1.16M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
618+ 3.38% |
$9.23K - $9.5K
|
18.9K
$219K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
618+ 3.38% |
$9.23K - $9.5K
|
18.9K
$219K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
590New |
$8.81K - $9.07K
|
590
$6.83K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
494+ 1.74% |
$7.38K - $7.59K
|
29K
$335K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
485+ 4.59% |
$7.24K - $7.45K
|
11K
$128K
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
BUY
|
- |
428+ 0.87% |
$6.39K - $6.58K
|
49.7K
$576K
|
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
404+ 0.3% |
$6.03K - $6.21K
|
134K
$1.55M
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
390+ 0.5% |
$5.82K - $5.99K
|
78.4K
$908K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
313+ 695.56% |
$4.67K - $4.81K
|
358
$4.15K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
275+ 0.79% |
$4.11K - $4.23K
|
34.9K
$404K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250New |
$3.73K - $3.84K
|
250
$2.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
241New |
$3.6K - $3.7K
|
241
$2.79K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
195+ 0.17% |
$2.91K - $3K
|
113K
$1.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
189+ 1.21% |
$2.82K - $2.9K
|
15.8K
$183K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
184+ 0.9% |
$2.75K - $2.83K
|
20.7K
$240K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
174+ 0.21% |
$2.6K - $2.67K
|
84.9K
$983K
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
169New |
$2.52K - $2.6K
|
169
$1.96K
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
158+ 1.21% |
$2.36K - $2.43K
|
13.2K
$153K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
151+ 0.25% |
$2.25K - $2.32K
|
60.5K
$701K
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
133+ 6.84% |
$1.99K - $2.04K
|
2.08K
$24.1K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
123+ 0.62% |
$1.84K - $1.89K
|
19.9K
$230K
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
107+ 0.14% |
$1.6K - $1.64K
|
79.1K
$916K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
101+ 0.84% |
$1.51K - $1.55K
|
12.2K
$141K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
91+ 0.55% |
$1.36K - $1.4K
|
16.7K
$194K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
64+ 0.37% |
$956 - $984
|
17.5K
$202K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
64New |
$956 - $984
|
64
$741
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
29+ 0.65% |
$433 - $446
|
4.51K
$52.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 0.99% |
$373 - $384
|
2.54K
$29.4K
|