Purchases and Sales Made in Q3 2023 in Invesco ETF Tr Ii Pfd ETF (PGX)

PGX Quotes by TradingView

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 09, 2023 Q3 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
22.9K
+ 33.14%
$249K - $262K
91.9K $1.06M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
22.5K
+ 50.01%
$246K - $258K
67.6K $782K
Oct 30, 2023 Q3 2023
Boothe Investment Group, Inc.

Dover, DE
BUY
 -
22.3K
+ 17.09%
$243K - $255K
152K $1.77M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
21.8K
New
$238K - $250K
21.8K $252K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
21.2K
+ 2.33%
$231K - $244K
934K $10.8M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
21K
+ 7.26%
$229K - $241K
311K $3.6M
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
20.7K
+ 6.54%
$226K - $238K
338K $3.91M
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
19.3K
+ 16.87%
$211K - $222K
134K $1.55M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
19K
+ 58.13%
$207K - $218K
51.7K $599K
Jan 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
18.7K
New
$204K - $215K
18.7K $217K
Nov 02, 2023 Q3 2023
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
18.1K
+ 5.13%
$197K - $208K
371K $4.29M
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
17.6K
+ 93.74%
$192K - $202K
36.5K $422K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
17.2K
New
$187K - $197K
17.2K $199K
Nov 07, 2023 Q3 2023
Aft, Forsyth & Company, Inc.

BUY
 -
16.5K
New
$180K - $190K
16.5K $191K
Oct 31, 2023 Q3 2023
Sierra Capital LLC

BUY
 -
16.2K
+ 121.69%
$176K - $186K
29.5K $341K
Nov 06, 2023 Q3 2023
Gyl Financial Synergies, LLC

BUY
 -
15.8K
+ 6.57%
$173K - $182K
257K $2.98M
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
15.8K
+ 10.11%
$172K - $181K
172K $1.99M
Oct 24, 2023 Q3 2023
Iowa State Bank

BUY
 -
14.2K
+ 1.0%
$155K - $163K
1.44M $16.6M
Oct 17, 2023 Q3 2023
Advisors Management Group Inc

BUY
 -
14.2K
+ 1.29%
$155K - $163K
1.12M $12.9M
Oct 24, 2023 Q3 2023
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
13.6K
+ 4.43%
$148K - $156K
321K $3.71M
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
13.6K
+ 11.67%
$148K - $156K
130K $1.51M
Oct 10, 2023 Q3 2023
Matthew Goff Investment Advisor, LLC

BUY
 -
13.5K
New
$147K - $154K
13.5K $156K
Nov 15, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
13.2K
+ 116.72%
$144K - $152K
24.6K $285K
Oct 24, 2023 Q3 2023
Sky Oak Wealth, LLC

BUY
 -
13K
New
$141K - $149K
13K $150K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
12.7K
+ 10.99%
$138K - $146K
128K $1.48M
Nov 08, 2023 Q3 2023
Glaxis Capital Management, LLC

Sarasota, FL
BUY
 -
12K
New
$131K - $138K
12K $139K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
11.5K
+ 5.79%
$126K - $132K
211K $2.44M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
11.5K
+ 12.17%
$125K - $132K
106K $1.23M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
11.5K
New
$125K - $132K
11.5K $133K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
11.5K
New
$125K - $132K
11.5K $133K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
10.9K
+ 4.89%
$119K - $126K
235K $2.72M
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
10.5K
+ 52.74%
$114K - $120K
30.3K $351K
Nov 01, 2023 Q3 2023
Mattern Wealth Management LLC

BUY
 -
10.4K
New
$113K - $119K
10.4K $120K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
10.2K
+ 50.21%
$111K - $117K
30.5K $353K
Nov 13, 2023 Q3 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
10K
New
$109K - $115K
10K $116K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
9.83K
+ 2.45%
$107K - $113K
411K $4.76M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
9.82K
+ 19.64%
$107K - $113K
59.8K $693K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
9.63K
+ 6.84%
$105K - $110K
150K $1.74M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
9.39K
+ 1.6%
$102K - $108K
595K $6.9M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
9.28K
+ 2.05%
$101K - $106K
461K $5.34M
Jun 25, 2024 Q3 2023
Transatlantique Private Wealth LLC

BUY
 -
9.24K
+ 17.02%
$101K - $106K
63.6K $736K
Oct 25, 2023 Q3 2023
Gps Wealth Strategies Group, LLC

BUY
 -
8.91K
+ 10.38%
$97.1K - $102K
94.8K $1.1M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
8.75K
+ 51.25%
$95.3K - $100K
25.8K $299K
Oct 26, 2023 Q3 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
8.7K
+ 1.57%
$94.8K - $99.8K
564K $6.53M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
8.65K
+ 5.77%
$94.2K - $99.2K
158K $1.84M
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
8.35K
+ 6.4%
$91K - $95.8K
139K $1.61M
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
8.26K
+ 12.35%
$90K - $94.7K
75.1K $869K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
8.2K
+ 42.65%
$89.4K - $94.1K
27.4K $318K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
8.12K
+ 52.09%
$88.5K - $93.1K
23.7K $275K

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