Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 17, 2023 Q4 2021
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
49.4K
New
$721K - $749K
49.4K $572K
Jan 14, 2022 Q4 2021
Wedmont Private Capital

BUY
 -
47.7K
New
$696K - $722K
47.7K $552K
Jan 24, 2022 Q4 2021
Pennsylvania Capital Management Inc

BUY
 -
46.2K
New
$674K - $700K
46.2K $535K
Apr 13, 2022 Q4 2021
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
46.1K
New
$673K - $698K
46.1K $534K
Jan 31, 2022 Q4 2021
Horizon Financial Services, LLC

BUY
 -
46K
+ 17.89%
$672K - $697K
303K $3.51M
Feb 08, 2022 Q4 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
45.9K
+ 3.03%
$670K - $696K
1.56M $18M
Feb 07, 2022 Q4 2021
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
45K
New
$657K - $682K
45K $521K
Feb 14, 2022 Q4 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
44.1K
+ 256.51%
$644K - $669K
61.4K $710K
Jan 20, 2022 Q4 2021
First United Bank & Trust

BUY
 -
44.1K
+ 75.84%
$643K - $668K
102K $1.18M
Feb 14, 2022 Q4 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
37.4K
+ 0.33%
$546K - $567K
11.5M $134M
Feb 10, 2022 Q4 2021
Antonetti Capital Management LLC

BUY
 -
36.2K
New
$529K - $549K
36.2K $419K
Jan 20, 2022 Q4 2021
Seven Bridge Financial Group, LLC

BUY
 -
36K
New
$525K - $545K
36K $416K
Jan 20, 2022 Q4 2021
Northstar Advisory Group, LLC

BUY
 -
36K
New
$525K - $545K
36K $416K
Feb 11, 2022 Q4 2021
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
35.7K
+ 8.54%
$521K - $541K
454K $5.25M
Feb 10, 2022 Q4 2021
Stone Point Wealth LLC

BUY
 -
34.1K
New
$497K - $516K
34.1K $394K
Jan 20, 2022 Q4 2021
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
33.4K
+ 416887.5%
$487K - $506K
33.4K $386K
Mar 10, 2022 Q4 2021
Friedenthal Financial

BUY
 -
32.6K
New
$476K - $495K
32.6K $378K
Feb 14, 2022 Q4 2021
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
32.5K
+ 15.6%
$475K - $493K
241K $2.79M
Feb 14, 2022 Q4 2021
Wilson & Boucher Capital Management, LLC

BUY
 -
31.4K
New
$458K - $476K
31.4K $364K
Feb 17, 2022 Q4 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
30.6K
+ 9.79%
$446K - $464K
343K $3.97M
Apr 29, 2022 Q4 2021
Sterling Investment Counsel, LLC

BUY
 -
30K
New
$438K - $455K
30K $348K
Jan 27, 2022 Q4 2021
Investors Research Corp

BUY
 -
29.6K
+ 21.97%
$432K - $449K
164K $1.9M
Jan 26, 2022 Q4 2021
Signature Securities Group Corporation

BUY
 -
28.9K
+ 279.79%
$422K - $439K
39.3K $455K
Jan 07, 2022 Q4 2021
Mc Adam, LLC

BUY
 -
28.4K
+ 5.01%
$415K - $431K
596K $6.9M
Jan 12, 2022 Q4 2021
Ifp Advisors, Inc

BUY
 -
28.2K
+ 4.59%
$412K - $428K
643K $7.44M
Feb 14, 2022 Q4 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
27.7K
New
$404K - $420K
27.7K $321K
Jan 25, 2022 Q4 2021
J.W. Cole Advisors, Inc.

BUY
 -
26.8K
New
$392K - $407K
26.8K $311K
Feb 11, 2022 Q4 2021
Mkt Advisors LLC

Escondido, CA
BUY
 -
26.7K
New
$389K - $404K
26.7K $309K
Jan 14, 2022 Q4 2021
Butensky & Cohen Financial Security, Inc

BUY
 -
26.4K
+ 20.05%
$385K - $400K
158K $1.83M
Feb 15, 2022 Q4 2021
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
26.3K
New
$384K - $398K
26.3K $304K
Jun 13, 2022 Q4 2021
Tcwp LLC

Tampa, FL
BUY
 -
25.7K
New
$375K - $389K
25.7K $297K
Aug 11, 2022 Q4 2021
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
24.8K
New
$361K - $375K
24.8K $287K
Feb 11, 2022 Q4 2021
Seldon Capital LP

San Francisco, CA
BUY
 -
24.3K
New
$355K - $369K
24.3K $282K
Feb 11, 2022 Q4 2021
J. W. Coons Advisors, LLC

BUY
 -
23.9K
+ 34.68%
$349K - $362K
92.7K $1.07M
Feb 14, 2022 Q4 2021
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
23.4K
New
$341K - $354K
23.4K $270K
Feb 02, 2022 Q4 2021
Castle Rock Wealth Management, LLC

BUY
 -
22.7K
New
$331K - $344K
22.7K $263K
Feb 10, 2022 Q4 2021
Flagship Harbor Advisors, LLC

BUY
 -
22.1K
New
$323K - $335K
22.1K $256K
Feb 01, 2022 Q4 2021
Marcum Wealth, LLC

BUY
 -
20.9K
New
$306K - $317K
20.9K $242K
Jan 19, 2022 Q4 2021
Traverso Chambers Private Wealth Management, LLC

BUY
 -
20.9K
+ 5.58%
$305K - $317K
396K $4.58M
Nov 14, 2022 Q4 2021
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
20.5K
New
$300K - $311K
20.5K $238K
Feb 10, 2022 Q4 2021
Swm Advisors

BUY
 -
20.4K
New
$298K - $309K
20.4K $236K
Feb 07, 2022 Q4 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
20.4K
New
$298K - $309K
20.4K $236K
Jan 28, 2022 Q4 2021
Allspring Global Investments Holdings, LLC

BUY
 -
20.3K
New
$296K - $308K
20.3K $235K
Feb 09, 2022 Q4 2021
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
20K
+ 47.96%
$292K - $303K
61.7K $714K
Jan 26, 2022 Q4 2021
Atticus Wealth Management, LLC

BUY
 -
20K
+ 5.2%
$292K - $303K
404K $4.68M
Jan 26, 2022 Q4 2021
New Square Capital LLC

BUY
 -
19.5K
+ 29.0%
$284K - $295K
86.7K $1M
Jan 27, 2022 Q4 2021
Shufro Rose & CO LLC

BUY
 -
18.3K
+ 42.29%
$267K - $278K
61.6K $714K
May 10, 2022 Q4 2021
Lockerman Financial Group, Inc.

BUY
 -
17.9K
New
$262K - $272K
17.9K $208K
Feb 14, 2022 Q4 2021
Aspiriant, LLC

BUY
 -
17.8K
New
$259K - $269K
17.8K $206K

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