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 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
89+ 0.8% |
$1.04K - $1.19K
|
11.2K
$135K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
70+ 0.4% |
$820 - $939
|
17.4K
$209K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
68+ 0.19% |
$797 - $912
|
35.4K
$425K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
62+ 0.28% |
$727 - $831
|
21.8K
$262K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
60+ 1.33% |
$703 - $805
|
4.57K
$54.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
56+ 0.43% |
$656 - $751
|
13.1K
$157K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
53New |
$621 - $711
|
53
$636
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
53+ 0.08% |
$621 - $711
|
65.9K
$791K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
50+ 1.9% |
$586 - $671
|
2.68K
$32.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44+ 0.03% |
$516 - $590
|
174K
$2.08M
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
43+ 0.29% |
$504 - $577
|
14.7K
$176K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
38+ 1.43% |
$445 - $510
|
2.69K
$32.3K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
34+ 0.12% |
$398 - $456
|
28K
$336K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
29+ 0.38% |
$340 - $389
|
7.7K
$92.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
25+ 0.17% |
$293 - $335
|
14.7K
$176K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
18+ 1.91% |
$211 - $241
|
962
$11.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
15+ 1.46% |
$176 - $201
|
1.04K
$12.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 0.92% |
$152 - $174
|
1.42K
$17.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
13+ 0.01% |
$152 - $174
|
109K
$1.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
12+ 0.06% |
$141 - $161
|
21K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 0.1% |
$129 - $148
|
11.6K
$139K
|
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
10+ 0.09% |
$117 - $134
|
11.6K
$139K
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
10+ 0.09% |
$117 - $134
|
11.6K
$139K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.45% |
$105 - $121
|
631
$7.57K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7+ 0.03% |
$82 - $93.9
|
27.6K
$332K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.08% |
$82 - $93.9
|
8.92K
$107K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 1.5% |
$35.2 - $40.2
|
203
$2.44K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.01% |
$11.7 - $13.4
|
16.7K
$201K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-21- -0.0% |
$246 - $282
|
1.18M
$14.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-30- 0.03% |
$352 - $402
|
91.1K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-40- 0.21% |
$469 - $536
|
19.4K
$233K
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-45- 2.55% |
$527 - $603
|
1.72K
$20.7K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-60- 0.7% |
$703 - $805
|
8.48K
$102K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-63- 0.2% |
$738 - $845
|
31.9K
$382K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-67- 2.19% |
$785 - $898
|
2.99K
$35.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-90- 0.81% |
$1.05K - $1.21K
|
11K
$132K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-102- 50.5% |
$1.2K - $1.37K
|
100
$1.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-133- 85.26% |
$1.56K - $1.78K
|
23
$276
|
|
|
Oct 21, 2022
Q3 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-154- 1.11% |
$1.8K - $2.07K
|
13.8K
$165K
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-166- 1.69% |
$1.95K - $2.23K
|
9.65K
$116K
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-170- 0.45% |
$1.99K - $2.28K
|
37.9K
$455K
|
|
|
Oct 18, 2022
Q3 2022
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-180- 0.45% |
$2.11K - $2.41K
|
39.8K
$478K
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-218- 1.43% |
$2.55K - $2.92K
|
15K
$181K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-254- 0.32% |
$2.98K - $3.41K
|
78.2K
$938K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-310- 1.18% |
$3.63K - $4.16K
|
25.9K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-334- 2.66% |
$3.91K - $4.48K
|
12.2K
$147K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-348- 0.59% |
$4.08K - $4.67K
|
58.3K
$699K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-400Closed |
$4.69K - $5.36K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-454- 2.28% |
$5.32K - $6.09K
|
19.4K
$233K
|