Purchases and Sales Made in Q4 2021 in Invesco ETF Tr Ii Pfd ETF (PGX)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
17.6K+ 106.66% |
$257K - $267K
|
34.1K
$395K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
17.6K+ 14.03% |
$256K - $266K
|
143K
$1.65M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
17.5KNew |
$255K - $265K
|
17.5K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
17.3K+ 3.58% |
$252K - $262K
|
499K
$5.78M
|
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
BUY
|
- |
17.1K+ 16.56% |
$250K - $260K
|
121K
$1.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
17.1K+ 5.88% |
$250K - $259K
|
308K
$3.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
17.1K+ 336.33% |
$250K - $259K
|
22.2K
$257K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
17K+ 10.77% |
$249K - $258K
|
175K
$2.03M
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
16.7K+ 7.43% |
$243K - $253K
|
241K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.6K+ 71.72% |
$243K - $252K
|
39.8K
$461K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.4K+ 1.35% |
$239K - $248K
|
1.23M
$14.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
16.2K+ 93.96% |
$237K - $246K
|
33.5K
$388K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
16.2K+ 17.16% |
$236K - $245K
|
110K
$1.28M
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
16K+ 145.45% |
$234K - $243K
|
27K
$313K
|
|
|
Jan 20, 2022
Q4 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
15.9K+ 8.83% |
$232K - $241K
|
196K
$2.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.4K+ 9.7% |
$225K - $234K
|
175K
$2.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
15.1KNew |
$220K - $229K
|
15.1K
$175K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$219K - $227K
|
15K
$174K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.8K+ 18.51% |
$217K - $225K
|
94.9K
$1.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$214K - $223K
|
14.7K
$170K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
14.4KNew |
$210K - $218K
|
14.4K
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14.2K+ 29.59% |
$207K - $215K
|
62.2K
$720K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.8KNew |
$202K - $210K
|
13.8K
$160K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
13.6K+ 1.42% |
$199K - $206K
|
973K
$11.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.5K+ 10.48% |
$198K - $205K
|
143K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.4K+ 22.42% |
$195K - $202K
|
72.9K
$844K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12.7KNew |
$185K - $192K
|
12.7K
$147K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.6K+ 36.98% |
$183K - $190K
|
46.5K
$538K
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
BUY
|
- |
12.5K+ 1.51% |
$183K - $190K
|
845K
$9.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
12.4KNew |
$182K - $189K
|
12.4K
$144K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.3K+ 11.06% |
$179K - $186K
|
123K
$1.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12.2K+ 8.22% |
$177K - $184K
|
160K
$1.85M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
11.8KNew |
$173K - $179K
|
11.8K
$137K
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.6K+ 8.1% |
$169K - $175K
|
154K
$1.79M
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11.1KNew |
$162K - $168K
|
11.1K
$128K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.5K+ 30.13% |
$154K - $160K
|
45.5K
$527K
|
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
10.5KNew |
$153K - $159K
|
10.5K
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
10.2K+ 0.16% |
$148K - $154K
|
6.52M
$75.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 2.5% |
$148K - $154K
|
416K
$4.82M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
10K+ 10.05% |
$146K - $152K
|
110K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10K+ 22.23% |
$146K - $152K
|
55K
$636K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.47K+ 50.46% |
$138K - $143K
|
28.2K
$327K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9K+ 155.84% |
$131K - $136K
|
14.8K
$171K
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
BUY
|
- |
8.64K+ 2.32% |
$126K - $131K
|
381K
$4.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.19K+ 35.17% |
$120K - $124K
|
31.5K
$364K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
8.06K+ 2.08% |
$118K - $122K
|
395K
$4.57M
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
8.04K+ 8.02% |
$117K - $122K
|
108K
$1.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.04K+ 2.44% |
$117K - $122K
|
338K
$3.91M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
8K+ 2.21% |
$117K - $121K
|
370K
$4.29M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.77K+ 15.58% |
$114K - $118K
|
57.7K
$668K
|