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
Oct 12, 2023 Q3 2023
Northstar Advisory Group, LLC

BUY
 -
716
+ 2.03%
$7.8K - $8.21K
36K $417K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
692
+ 0.56%
$7.54K - $7.94K
125K $1.45M
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
672
+ 6.29%
$7.32K - $7.71K
11.4K $131K
Oct 24, 2023 Q3 2023
Windsor Group LTD

BUY
 -
637
+ 3.23%
$6.94K - $7.31K
20.4K $236K
Oct 23, 2023 Q3 2023
Innova Wealth Partners

BUY
 -
633
+ 2.54%
$6.9K - $7.26K
25.6K $296K
Nov 06, 2023 Q3 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
629
+ 4.02%
$6.86K - $7.21K
16.3K $188K
Nov 14, 2023 Q3 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
586
+ 1.6%
$6.39K - $6.72K
37.1K $430K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
584
+ 2.32%
$6.37K - $6.7K
25.7K $298K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
514
+ 2.68%
$5.6K - $5.9K
19.7K $228K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
507
+ 1.88%
$5.53K - $5.82K
27.5K $318K
Oct 10, 2023 Q3 2023
West Financial Advisors, LLC

BUY
 -
443
New
$4.83K - $5.08K
443 $5.13K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
437
+ 2.13%
$4.76K - $5.01K
21K $243K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
432
+ 178.51%
$4.71K - $4.96K
674 $7.8K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
400
+ 3.42%
$4.36K - $4.59K
12.1K $140K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
384
+ 1.6%
$4.19K - $4.4K
24.5K $283K
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
332
+ 1.0%
$3.62K - $3.81K
33.4K $387K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
318
+ 15.91%
$3.47K - $3.65K
2.32K $26.8K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
306
+ 0.41%
$3.34K - $3.51K
74.3K $861K
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
304
+ 1.24%
$3.31K - $3.49K
24.8K $287K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
304
New
$3.31K - $3.49K
304 $3.52K
Nov 15, 2023 Q3 2023
American Trust

Lexington, KY
BUY
 -
275
+ 0.8%
$3K - $3.15K
34.6K $401K
Oct 25, 2023 Q3 2023
Bensler, LLC

Bellevue, WA
BUY
 -
237
+ 1.21%
$2.58K - $2.72K
19.9K $230K
Oct 04, 2023 Q3 2023
Aletheian Wealth Advisors LLC

BUY
 -
236
+ 0.29%
$2.57K - $2.71K
81.8K $948K
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
228
+ 3.03%
$2.49K - $2.62K
7.75K $89.7K
Oct 16, 2023 Q3 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
207
+ 1.59%
$2.26K - $2.37K
13.2K $153K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
199
+ 105.85%
$2.17K - $2.28K
387 $4.48K
Oct 10, 2023 Q3 2023
M&R Capital Management Inc

BUY
 -
190
+ 27.14%
$2.07K - $2.18K
890 $10.3K
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
188
+ 0.16%
$2.05K - $2.16K
121K $1.4M
Oct 11, 2023 Q3 2023
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
177
+ 1.31%
$1.93K - $2.03K
13.7K $159K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
174
+ 0.97%
$1.9K - $2K
18.2K $210K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
165
+ 5.89%
$1.8K - $1.89K
2.97K $34.3K
Nov 14, 2023 Q3 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
163
+ 1.58%
$1.78K - $1.87K
10.5K $121K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
163
New
$1.78K - $1.87K
163 $1.89K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
160
+ 9.7%
$1.74K - $1.84K
1.81K $21K
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
160
New
$1.74K - $1.84K
160 $1.85K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
159
+ 3.81%
$1.73K - $1.82K
4.33K $50.1K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
128
New
$1.4K - $1.47K
128 $1.48K
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
127
+ 0.75%
$1.38K - $1.46K
17.1K $198K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
120
+ 0.21%
$1.31K - $1.38K
57.5K $666K
Oct 24, 2023 Q3 2023
Acas, LLC

BUY
 -
115
+ 0.5%
$1.25K - $1.32K
23K $266K
Oct 25, 2023 Q3 2023
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
92
+ 0.18%
$1K - $1.06K
51.9K $601K
Oct 31, 2023 Q3 2023
Oakworth Capital, Inc.

BUY
 -
89
New
$970 - $1.02K
89 $1.03K
Oct 24, 2023 Q3 2023
Levy Wealth Management Group, LLC

BUY
 -
70
+ 0.12%
$763 - $803
58.3K $675K
Oct 31, 2023 Q3 2023
Cutter & CO Brokerage, Inc.

BUY
 -
69
+ 0.55%
$752 - $791
12.6K $146K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
44
New
$480 - $505
44 $510
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
44
+ 1.57%
$480 - $505
2.85K $33K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
43
+ 0.43%
$469 - $493
10.1K $117K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
40
+ 0.16%
$436 - $459
25.3K $293K
Nov 30, 2023 Q3 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
19
+ 1.65%
$207 - $218
1.17K $13.6K

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