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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.2K- 5.17% |
$17.9K - $18.4K
|
22K
$255K
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.25K- 0.96% |
$18.7K - $19.2K
|
129K
$1.5M
|
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.25K- 2.54% |
$18.7K - $19.2K
|
48K
$556K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.25K- 12.71% |
$18.7K - $19.3K
|
8.61K
$99.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.27K- 1.82% |
$18.9K - $19.5K
|
68.4K
$792K
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.28K- 6.29% |
$19.1K - $19.7K
|
19K
$221K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.29K- 2.38% |
$19.3K - $19.9K
|
53.1K
$615K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.32K- 56.78% |
$19.8K - $20.3K
|
1.01K
$11.7K
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.35K- 11.64% |
$20.1K - $20.7K
|
10.2K
$118K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.4K- 3.63% |
$20.8K - $21.5K
|
37.1K
$430K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.72K- 5.9% |
$25.6K - $26.4K
|
27.4K
$317K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.72K- 5.9% |
$25.6K - $26.4K
|
27.4K
$317K
|
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.73K- 1.89% |
$25.8K - $26.5K
|
89.4K
$1.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.74K- 5.28% |
$26K - $26.8K
|
31.2K
$362K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.88K- 3.02% |
$28.1K - $28.9K
|
60.5K
$701K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1.97K- 1.65% |
$29.4K - $30.3K
|
118K
$1.36M
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
SELL
|
- |
-2.05K- 3.17% |
$30.6K - $31.5K
|
62.6K
$725K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.08K- 7.62% |
$31K - $32K
|
25.2K
$292K
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.12K- 2.7% |
$31.6K - $32.5K
|
76.3K
$884K
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.27K- 1.02% |
$33.9K - $34.9K
|
221K
$2.56M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.35K- 18.09% |
$35.1K - $36.1K
|
10.6K
$123K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-2.45K- 16.67% |
$36.6K - $37.7K
|
12.3K
$142K
|
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.49K- 5.16% |
$37.2K - $38.3K
|
45.9K
$531K
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-2.49K- 1.76% |
$37.2K - $38.3K
|
139K
$1.61M
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.5K- 2.08% |
$37.3K - $38.4K
|
118K
$1.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.51K- 2.89% |
$37.5K - $38.6K
|
84.3K
$976K
|
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
SELL
|
- |
-2.75K- 20.0% |
$41.1K - $42.3K
|
11K
$127K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.87K- 12.09% |
$42.8K - $44.1K
|
20.9K
$242K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.92K- 1.34% |
$43.6K - $44.9K
|
215K
$2.49M
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.34K- 3.49% |
$49.8K - $51.3K
|
92.3K
$1.07M
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.77K- 3.76% |
$56.3K - $58K
|
96.7K
$1.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.84K- 20.62% |
$57.3K - $59K
|
14.8K
$171K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.9KClosed |
$58.2K - $59.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.22K- 16.18% |
$63K - $64.9K
|
21.9K
$253K
|
|
|
Nov 10, 2021
Q3 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-4.5K- 1.2% |
$67.2K - $69.2K
|
372K
$4.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-4.98K- 4.8% |
$74.4K - $76.5K
|
98.8K
$1.14M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.98K- 29.65% |
$74.4K - $76.6K
|
11.8K
$137K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5K- 28.72% |
$74.7K - $76.9K
|
12.4K
$144K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.15K- 8.66% |
$76.9K - $79.2K
|
54.3K
$629K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-5.15K- 15.74% |
$76.9K - $79.2K
|
27.6K
$320K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-5.22K- 42.42% |
$78K - $80.3K
|
7.09K
$82.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-5.55K- 17.7% |
$82.8K - $85.3K
|
25.8K
$299K
|
|
|
Oct 19, 2021
Q3 2021
|
Sanchez Wealth Management Group
|
SELL
|
- |
-6.02K- 11.97% |
$89.8K - $92.5K
|
44.3K
$513K
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-6.03K- 9.67% |
$90K - $92.7K
|
56.3K
$652K
|
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-6.11K- 35.2% |
$91.2K - $93.9K
|
11.2K
$130K
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.18K- 2.78% |
$92.3K - $95K
|
216K
$2.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-6.19KClosed |
$92.4K - $95.1K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.28K- 3.89% |
$93.7K - $96.4K
|
155K
$1.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.32K- 1.98% |
$94.3K - $97.1K
|
312K
$3.62M
|
|
|
Nov 09, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-7.11K- 1.33% |
$106K - $109K
|
528K
$6.12M
|