Purchases and Sales Made in Q3 2022 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 2022. 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 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
567K+ 27.5% |
$6.65M - $7.61M
|
2.63M
$31.6M
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
370KNew |
$4.33M - $4.96M
|
370K
$4.43M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
309KNew |
$3.62M - $4.14M
|
309K
$3.71M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
288K+ 3.13% |
$3.37M - $3.86M
|
9.49M
$114M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
280K+ 83.1% |
$3.29M - $3.76M
|
618K
$7.41M
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
257KNew |
$3.01M - $3.45M
|
257K
$3.08M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
245K+ 180.57% |
$2.87M - $3.29M
|
381K
$4.57M
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
211KNew |
$2.47M - $2.83M
|
211K
$2.53M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
207K+ 1.88% |
$2.43M - $2.78M
|
11.2M
$135M
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
195KNew |
$2.29M - $2.62M
|
195K
$2.35M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
162K+ 274.72% |
$1.89M - $2.17M
|
221K
$2.65M
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
152K+ 361.15% |
$1.79M - $2.04M
|
195K
$2.33M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
118KNew |
$1.38M - $1.58M
|
118K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
116K+ 80.27% |
$1.36M - $1.56M
|
261K
$3.13M
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
113KNew |
$1.33M - $1.52M
|
113K
$1.36M
|
|
Nov 02, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
101K+ 11.24% |
$1.18M - $1.35M
|
995K
$11.9M
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
89.6K+ 48.45% |
$1.05M - $1.2M
|
275K
$3.3M
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
89.2K+ 35.13% |
$1.04M - $1.2M
|
343K
$4.12M
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
82.1KNew |
$963K - $1.1M
|
82.1K
$986K
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
80.4KNew |
$943K - $1.08M
|
80.4K
$965K
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
79K+ 5.97% |
$926K - $1.06M
|
1.4M
$16.8M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.5K+ 3.56% |
$815K - $932K
|
2.02M
$24.3M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
68.2KNew |
$799K - $914K
|
68.2K
$818K
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
67KNew |
$786K - $899K
|
67K
$804K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
64.7K+ 18317.85% |
$758K - $867K
|
65K
$780K
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
63.2KNew |
$741K - $848K
|
63.2K
$759K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
59.8K+ 381.59% |
$701K - $802K
|
75.5K
$906K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
48.2KNew |
$565K - $647K
|
48.2K
$579K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
44.2K+ 22.52% |
$518K - $592K
|
240K
$2.88M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
42.3K+ 18.55% |
$496K - $567K
|
270K
$3.24M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
41.8K+ 46.3% |
$490K - $561K
|
132K
$1.59M
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
41.1K+ 57.58% |
$481K - $551K
|
112K
$1.35M
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
40.6KNew |
$476K - $545K
|
40.6K
$488K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39.8KNew |
$466K - $533K
|
39.8K
$477K
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
BUY
|
- |
38.5K+ 4.29% |
$451K - $516K
|
936K
$11.2M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
38.1K+ 67.86% |
$446K - $511K
|
94.2K
$1.13M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
36.1KNew |
$423K - $484K
|
36.1K
$433K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
34.3K+ 44.27% |
$402K - $460K
|
112K
$1.34M
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
29K+ 70.68% |
$339K - $388K
|
69.9K
$839K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
28K+ 27963.0% |
$328K - $375K
|
28.1K
$337K
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
23.6KNew |
$276K - $316K
|
23.6K
$283K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
22.2KNew |
$260K - $298K
|
22.2K
$267K
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.9KNew |
$256K - $293K
|
21.9K
$262K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.8K+ 2.5% |
$255K - $292K
|
892K
$10.7M
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
21.6K+ 9.54% |
$253K - $289K
|
247K
$2.97M
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
21.3KNew |
$249K - $285K
|
21.3K
$255K
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
21.1KNew |
$247K - $283K
|
21.1K
$253K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.6K+ 1.8% |
$242K - $276K
|
1.17M
$14M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.5K+ 5.32% |
$240K - $275K
|
406K
$4.88M
|
|
Nov 14, 2022
Q3 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
18.9KNew |
$222K - $254K
|
18.9K
$227K
|