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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2.32KNew |
$27.2K - $31.1K
|
2.32K
$27.9K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
1.82K+ 6.41% |
$21.3K - $24.4K
|
30.2K
$363K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.82K+ 3.13% |
$21.3K - $24.4K
|
59.9K
$718K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.56K+ 17.33% |
$18.3K - $21K
|
10.6K
$127K
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
BUY
|
- |
1.49K+ 2.18% |
$17.5K - $20K
|
70K
$840K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.41K+ 2.85% |
$16.6K - $18.9K
|
51.1K
$613K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 1.01% |
$16.1K - $18.4K
|
138K
$1.66M
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.35K+ 7.38% |
$15.8K - $18.1K
|
19.6K
$236K
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.24K+ 1.8% |
$14.5K - $16.6K
|
70K
$840K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.23KNew |
$14.4K - $16.5K
|
1.23K
$14.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.06K+ 3.0% |
$12.4K - $14.2K
|
36.5K
$438K
|
|
|
Oct 13, 2022
Q3 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.01K+ 2.28% |
$11.8K - $13.5K
|
45.3K
$543K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 9.02% |
$11.7K - $13.4K
|
12.1K
$145K
|
|
|
Nov 08, 2022
Q3 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
903+ 1.91% |
$10.6K - $12.1K
|
48.1K
$578K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
874New |
$10.2K - $11.7K
|
874
$10.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
800+ 228.57% |
$9.38K - $10.7K
|
1.15K
$13.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
763New |
$8.94K - $10.2K
|
763
$9.16K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
728+ 6.37% |
$8.53K - $9.76K
|
12.2K
$146K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
722+ 4.96% |
$8.46K - $9.68K
|
15.3K
$183K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
688+ 1.51% |
$8.06K - $9.23K
|
46.3K
$556K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
671+ 4.54% |
$7.86K - $9K
|
15.5K
$185K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
654+ 1.91% |
$7.66K - $8.77K
|
34.9K
$418K
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
BUY
|
- |
653+ 2.0% |
$7.65K - $8.76K
|
33.3K
$399K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
BUY
|
- |
636+ 63.22% |
$7.45K - $8.53K
|
1.64K
$19.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
635New |
$7.44K - $8.52K
|
635
$7.62K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
602+ 3.26% |
$7.06K - $8.07K
|
19K
$229K
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
596+ 0.4% |
$6.99K - $7.99K
|
149K
$1.79M
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
515+ 0.13% |
$6.04K - $6.91K
|
404K
$4.84M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
455+ 2.99% |
$5.33K - $6.1K
|
15.7K
$188K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
400+ 2.38% |
$4.69K - $5.36K
|
17.2K
$206K
|
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
400+ 0.3% |
$4.69K - $5.36K
|
135K
$1.62M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
357+ 1.33% |
$4.18K - $4.79K
|
27.2K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
356+ 1.37% |
$4.17K - $4.77K
|
26.4K
$316K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
353+ 3.36% |
$4.14K - $4.73K
|
10.9K
$130K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
353+ 2.16% |
$4.14K - $4.73K
|
16.7K
$200K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
345+ 1.51% |
$4.04K - $4.63K
|
23.1K
$278K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$3.52K - $4.02K
|
300
$3.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
285+ 1.3% |
$3.34K - $3.82K
|
22.2K
$266K
|
|
|
Nov 09, 2022
Q3 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
253+ 0.04% |
$2.97K - $3.39K
|
715K
$8.58M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250New |
$2.93K - $3.35K
|
250
$3K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
243+ 1.15% |
$2.85K - $3.26K
|
21.3K
$255K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
235+ 1.43% |
$2.75K - $3.15K
|
16.7K
$200K
|
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
220+ 1.42% |
$2.58K - $2.95K
|
15.7K
$188K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
207+ 0.66% |
$2.43K - $2.78K
|
31.7K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
206+ 3.7% |
$2.41K - $2.76K
|
5.78K
$69.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
174New |
$2.04K - $2.33K
|
174
$2.09K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
148+ 0.52% |
$1.73K - $1.98K
|
28.7K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
146+ 0.42% |
$1.71K - $1.96K
|
34.9K
$418K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
140+ 0.61% |
$1.64K - $1.88K
|
23.1K
$277K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
131New |
$1.54K - $1.76K
|
131
$1.57K
|