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 01, 2023 Q3 2023
Focused Wealth Management, Inc

BUY
 -
17
+ 0.17%
$185 - $195
9.91K $115K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
15
+ 1.64%
$164 - $172
931 $10.8K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
14
New
$153 - $161
14 $162
Oct 10, 2023 Q3 2023
Rise Advisors, LLC

BUY
 -
11
+ 1.66%
$120 - $126
672 $7.78K
Oct 25, 2023 Q3 2023
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
6
+ 0.09%
$65.4 - $68.8
6.92K $80.2K
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
5
+ 1.58%
$54.5 - $57.4
321 $3.72K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
3
+ 1.64%
$32.7 - $34.4
186 $2.15K
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2
+ 0.01%
$21.8 - $22.9
15.4K $178K
Oct 13, 2023 Q3 2023
Venture Visionary Partners LLC

BUY
 -
1
+ 0.01%
$10.9 - $11.5
10.4K $120K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-4
- 0.29%
$43.6 - $45.9
1.35K $15.7K
Nov 08, 2023 Q3 2023
Baltimore Washington Financial Advisors, Inc.

SELL
 -
-27
- 0.18%
$294 - $310
15.1K $174K
Oct 18, 2023 Q3 2023
Clarity Financial LLC

SELL
 -
-29
- 0.1%
$316 - $333
30K $347K
Oct 25, 2023 Q3 2023
Concord Wealth Partners

SELL
 -
-43
- 10.0%
$469 - $493
387 $4.48K
Nov 14, 2023 Q3 2023
Proquility Private Wealth Partners, LLC

Las Vegas, NV
SELL
 -
-58
- 0.15%
$632 - $665
39.1K $453K
Oct 19, 2023 Q3 2023
Shulman De Meo Asset Management LLC

SELL
 -
-74
- 0.07%
$807 - $849
108K $1.25M
Nov 14, 2023 Q3 2023
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-125
- 17.48%
$1.36K - $1.43K
590 $6.83K
Oct 16, 2023 Q3 2023
Columbia Advisory Partners LLC

SELL
 -
-128
- 0.66%
$1.4K - $1.47K
19.4K $225K
Oct 27, 2023 Q3 2023
Alpha Q Advisors LLC

Orlando, FL
SELL
 -
-136
- 0.58%
$1.48K - $1.56K
23.5K $272K
Oct 12, 2023 Q3 2023
Essex Savings Bank

SELL
 -
-139
- 1.12%
$1.52K - $1.59K
12.3K $143K
Dec 11, 2023 Q3 2023
Wesbanco Bank Inc

SELL
 -
-150
- 1.46%
$1.64K - $1.72K
10.1K $117K
Oct 25, 2023 Q3 2023
Oxinas Partners Wealth Management LLC

SELL
 -
-175
- 1.0%
$1.91K - $2.01K
17.3K $200K
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

SELL
 -
-198
- 0.38%
$2.16K - $2.27K
51.4K $595K
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
SELL
 -
-203
- 1.26%
$2.21K - $2.33K
16K $185K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-206
- 3.56%
$2.25K - $2.36K
5.58K $64.6K
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-221
- 0.65%
$2.41K - $2.53K
33.5K $388K
Oct 26, 2023 Q3 2023
Rockland Trust CO

SELL
 -
-231
- 0.54%
$2.52K - $2.65K
42.8K $495K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

SELL
 -
-232
- 5.99%
$2.53K - $2.66K
3.64K $42.2K
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-258
- 8.31%
$2.81K - $2.96K
2.85K $32.9K
Nov 03, 2023 Q3 2023
Lincoln National Corp

SELL
 -
-288
- 1.73%
$3.14K - $3.3K
16.3K $189K
Nov 20, 2023 Q3 2023
Tompkins Financial Corp

SELL
 -
-384
- 3.02%
$4.19K - $4.4K
12.4K $143K
Oct 16, 2023 Q3 2023
Madrona Financial Services, LLC

SELL
 -
-460
- 1.38%
$5.01K - $5.28K
32.9K $381K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-479
- 3.26%
$5.22K - $5.49K
14.2K $164K
Nov 02, 2023 Q3 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-494
- 1.71%
$5.38K - $5.67K
28.5K $330K
Oct 13, 2023 Q3 2023
Weaver Consulting Group

SELL
 -
-553
- 3.7%
$6.03K - $6.34K
14.4K $167K
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
SELL
 -
-626
- 1.75%
$6.82K - $7.18K
35.1K $407K
Oct 12, 2023 Q3 2023
Mkt Advisors LLC

Escondido, CA
SELL
 -
-700
- 3.14%
$7.63K - $8.03K
21.6K $250K
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

SELL
 -
-714
- 5.09%
$7.78K - $8.19K
13.3K $154K
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-721
- 6.41%
$7.86K - $8.27K
10.5K $122K
Nov 09, 2023 Q3 2023
1620 Investment Advisors, Inc.

Plymouth, MA
SELL
 -
-739
- 1.08%
$8.06K - $8.48K
67.8K $785K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-800
- 12.85%
$8.72K - $9.18K
5.43K $62.8K
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

SELL
 -
-825
- 30.9%
$8.99K - $9.46K
1.85K $21.4K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-834
- 13.15%
$9.09K - $9.57K
5.51K $63.8K
Nov 09, 2023 Q3 2023
Antonetti Capital Management LLC

SELL
 -
-938
- 1.51%
$10.2K - $10.8K
61.3K $709K
Oct 19, 2023 Q3 2023
Blue Fin Capital, Inc.

SELL
 -
-941
- 0.41%
$10.3K - $10.8K
228K $2.65M
Oct 10, 2023 Q3 2023
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-1K
- 4.79%
$10.9K - $11.5K
19.9K $230K
Oct 27, 2023 Q3 2023
Princeton Global Asset Management LLC

SELL
 -
-1K
- 90.91%
$10.9K - $11.5K
100 $1.16K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

SELL
 -
-1.08K
- 6.96%
$11.8K - $12.4K
14.4K $167K
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-1.1K
- 1.96%
$12K - $12.7K
55.1K $638K
Nov 14, 2023 Q3 2023
Natixis

Paris, I0
SELL
 -
-1.12K
- 2.54%
$12.2K - $12.8K
42.7K $495K

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