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 14, 2023 Q3 2023
Consultiva Wealth Management, Corp.

San Juan, PR
BUY
 -
8.09K
New
$88.2K - $92.8K
8.09K $93.7K
Oct 31, 2023 Q3 2023
Golden Green, Inc.

BUY
 -
8.04K
+ 2.69%
$87.7K - $92.3K
307K $3.55M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
7.75K
+ 3.78%
$84.5K - $88.9K
213K $2.47M
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

BUY
 -
7.75K
+ 11.76%
$84.5K - $88.9K
73.7K $853K
Oct 23, 2023 Q3 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
7.26K
+ 10.08%
$79.1K - $83.3K
79.3K $918K
Nov 13, 2023 Q3 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
7.07K
+ 74.49%
$77K - $81K
16.6K $192K
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
6.99K
+ 36.4%
$76.2K - $80.2K
26.2K $303K
Oct 23, 2023 Q3 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
6.91K
+ 2126.46%
$75.3K - $79.3K
7.24K $83.8K
Oct 12, 2023 Q3 2023
Field & Main Bank

BUY
 -
6.42K
+ 7.72%
$70K - $73.6K
89.6K $1.04M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
6.32K
+ 88.89%
$68.8K - $72.4K
13.4K $155K
Oct 10, 2023 Q3 2023
Bank Of New Hampshire

BUY
 -
5.95K
+ 54.74%
$64.9K - $68.2K
16.8K $195K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
5.74K
+ 49.21%
$62.5K - $65.8K
17.4K $201K
Nov 08, 2023 Q3 2023
Trinity Point Wealth, LLC

BUY
 -
5.25K
+ 35.23%
$57.2K - $60.2K
20.1K $233K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
5.2K
New
$56.6K - $59.6K
5.2K $60.2K
Oct 27, 2023 Q3 2023
Sanchez Wealth Management Group

BUY
 -
5.02K
+ 11.19%
$54.7K - $57.6K
49.9K $578K
Nov 13, 2023 Q3 2023
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
4.88K
+ 3.03%
$53.2K - $55.9K
166K $1.92M
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
4.71K
+ 7.61%
$51.3K - $54K
66.6K $771K
Oct 16, 2023 Q3 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
4.43K
+ 3.58%
$48.3K - $50.8K
128K $1.49M
Nov 09, 2023 Q3 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
4.2K
+ 30.0%
$45.7K - $48.1K
18.2K $211K
Oct 25, 2023 Q3 2023
Shufro Rose & CO LLC

BUY
 -
3.99K
+ 3.92%
$43.5K - $45.7K
106K $1.23M
Nov 13, 2023 Q3 2023
Beta Wealth Group, Inc.

BUY
 -
3.92K
+ 2.24%
$42.7K - $45K
179K $2.07M
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
3.87K
+ 18.74%
$42.1K - $44.3K
24.5K $284K
Nov 14, 2023 Q3 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
3.87K
+ 18.74%
$42.1K - $44.3K
24.5K $284K
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
3.83K
+ 2.07%
$41.7K - $43.9K
189K $2.18M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
3.67K
+ 15.72%
$40K - $42.1K
27K $313K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
3.2K
+ 9.19%
$34.9K - $36.7K
38K $441K
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
3.06K
+ 10.69%
$33.3K - $35.1K
31.7K $367K
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
3.05K
New
$33.3K - $35K
3.05K $35.4K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
2.72K
+ 2.75%
$29.6K - $31.2K
101K $1.17M
Oct 18, 2023 Q3 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
2.67K
+ 16.84%
$29.1K - $30.6K
18.5K $214K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
2.31K
+ 6.26%
$25.2K - $26.5K
39.2K $454K
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
2.31K
+ 1.06%
$25.1K - $26.4K
220K $2.55M
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.25K
+ 13.53%
$24.6K - $25.9K
18.9K $219K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
1.96K
+ 8.67%
$21.4K - $22.5K
24.6K $284K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
1.76K
+ 5.93%
$19.2K - $20.2K
31.5K $365K
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
1.64K
+ 0.68%
$17.9K - $18.8K
244K $2.82M
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.63K
New
$17.8K - $18.7K
1.63K $18.9K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
1.54K
+ 722.07%
$16.8K - $17.6K
1.75K $20.3K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
1.35K
+ 10346.15%
$14.7K - $15.4K
1.36K $15.7K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
1.15K
New
$12.5K - $13.1K
1.15K $13.3K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
1.13K
+ 6.38%
$12.3K - $12.9K
18.8K $218K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
1.13K
+ 6.38%
$12.3K - $12.9K
18.8K $218K
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1K
+ 9.32%
$10.9K - $11.5K
11.7K $136K
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
897
+ 3.12%
$9.78K - $10.3K
29.6K $343K
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
852
+ 3.32%
$9.29K - $9.77K
26.5K $307K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
849
+ 1.63%
$9.25K - $9.74K
53.1K $614K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
810
New
$8.83K - $9.29K
810 $9.38K
Nov 01, 2023 Q3 2023
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
809
+ 1.6%
$8.82K - $9.28K
51.3K $594K
Nov 14, 2023 Q3 2023
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
788
+ 2.86%
$8.59K - $9.04K
28.3K $328K

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