Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.59M+ 12.16% |
$17.3M - $18.2M
|
14.6M
$170M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.28M+ 9.07% |
$14M - $14.7M
|
15.4M
$179M
|
|
Sep 04, 2024
Q3 2023
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
1.01M+ 152.9% |
$11M - $11.6M
|
1.67M
$19.3M
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
896K+ 6146.51% |
$9.76M - $10.3M
|
910K
$10.5M
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
862KNew |
$9.4M - $9.89M
|
862K
$9.98M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
499KNew |
$5.44M - $5.72M
|
499K
$5.78M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
367K+ 15.49% |
$4M - $4.21M
|
2.74M
$31.7M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
303K+ 311.6% |
$3.31M - $3.48M
|
401K
$4.64M
|
|
Nov 02, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
290K+ 11.37% |
$3.16M - $3.32M
|
2.84M
$32.8M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
252K+ 3136.46% |
$2.75M - $2.89M
|
260K
$3.01M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
201K+ 757.79% |
$2.19M - $2.3M
|
227K
$2.63M
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
192KNew |
$2.09M - $2.2M
|
192K
$2.22M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
188KNew |
$2.04M - $2.15M
|
188K
$2.17M
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
159K+ 17.21% |
$1.73M - $1.82M
|
1.08M
$12.5M
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
131K+ 15.64% |
$1.43M - $1.5M
|
967K
$11.2M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
128K+ 318.83% |
$1.4M - $1.47M
|
168K
$1.95M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
121KNew |
$1.32M - $1.39M
|
121K
$1.4M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
120KNew |
$1.31M - $1.38M
|
120K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
110K+ 50.33% |
$1.2M - $1.26M
|
328K
$3.8M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
107K+ 158.51% |
$1.17M - $1.23M
|
175K
$2.03M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
97.4KNew |
$1.06M - $1.12M
|
97.4K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87.8K+ 109.02% |
$957K - $1.01M
|
168K
$1.95M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
66.1K+ 8.62% |
$720K - $758K
|
833K
$9.65M
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
63.9K+ 56.57% |
$697K - $733K
|
177K
$2.05M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
62.2KNew |
$678K - $713K
|
62.2K
$720K
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
60.9K+ 117.7% |
$663K - $698K
|
113K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
60K+ 38.43% |
$654K - $688K
|
216K
$2.5M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
54.4KNew |
$593K - $624K
|
54.4K
$630K
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
51.6K+ 35.84% |
$562K - $592K
|
196K
$2.27M
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
47.1KNew |
$513K - $540K
|
47.1K
$545K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
44.5K+ 122.11% |
$485K - $511K
|
81K
$938K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
41.2KNew |
$449K - $473K
|
41.2K
$478K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
39.4K+ 38.24% |
$430K - $452K
|
142K
$1.65M
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
39.2K+ 15.57% |
$427K - $450K
|
291K
$3.37M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
38.4KNew |
$418K - $440K
|
38.4K
$444K
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
36.7K+ 88.58% |
$400K - $421K
|
78.1K
$905K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
31.7K+ 8.8% |
$345K - $363K
|
392K
$4.53M
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
27.7K+ 37.37% |
$301K - $317K
|
102K
$1.18M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27.6K+ 1823.43% |
$300K - $316K
|
29.1K
$337K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
27.5KNew |
$300K - $316K
|
27.5K
$319K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27.3KNew |
$297K - $313K
|
27.3K
$316K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
27K+ 6.28% |
$294K - $310K
|
457K
$5.29M
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
26.6K+ 4.88% |
$290K - $305K
|
572K
$6.62M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
25.9KNew |
$282K - $297K
|
25.9K
$299K
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
25.7KNew |
$280K - $295K
|
25.7K
$297K
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
25.2KNew |
$275K - $289K
|
25.2K
$292K
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
24.2KNew |
$264K - $277K
|
24.2K
$280K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
24.1KNew |
$263K - $277K
|
24.1K
$280K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23.8K+ 8.62% |
$259K - $273K
|
300K
$3.47M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
23.1K+ 9.41% |
$251K - $265K
|
268K
$3.11M
|