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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.64K+ 4.93% |
$112K - $116K
|
163K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
7.5K+ 1.36% |
$110K - $114K
|
560K
$6.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.5K+ 2.85% |
$110K - $114K
|
271K
$3.14M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
7.19KNew |
$105K - $109K
|
7.19K
$83.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.02K+ 8.95% |
$102K - $106K
|
85.5K
$990K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.95K+ 1.32% |
$101K - $105K
|
534K
$6.18M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
6.88K+ 18.2% |
$100K - $104K
|
44.7K
$517K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
6.48K+ 20.98% |
$94.6K - $98.2K
|
37.4K
$433K
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
6.47KNew |
$94.4K - $98.1K
|
6.47K
$74.9K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6KNew |
$87.6K - $91K
|
6K
$69.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
5.8K+ 0.8% |
$84.7K - $87.9K
|
732K
$8.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.74KNew |
$83.8K - $87K
|
5.74K
$66.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5.73KNew |
$83.7K - $86.9K
|
5.73K
$66.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.32K+ 1.52% |
$77.7K - $80.7K
|
356K
$4.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.29K+ 0.67% |
$77.2K - $80.2K
|
790K
$9.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
5.15K+ 36.37% |
$75.2K - $78.1K
|
19.3K
$224K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5.12KNew |
$74.7K - $77.6K
|
5.12K
$59.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.92K+ 5.08% |
$71.8K - $74.5K
|
102K
$1.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.91K+ 1.9% |
$71.6K - $74.4K
|
263K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.74K+ 8.26% |
$69.2K - $71.8K
|
62.1K
$719K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.67KNew |
$68.2K - $70.8K
|
4.67K
$54.1K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
4.4K+ 25.11% |
$64.3K - $66.7K
|
21.9K
$254K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4.22K+ 7.56% |
$61.7K - $64K
|
60.1K
$696K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.19K+ 7.41% |
$61.2K - $63.6K
|
60.8K
$704K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
4.18K+ 7.7% |
$61K - $63.3K
|
58.4K
$676K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.15K+ 10.92% |
$60.6K - $62.9K
|
42.1K
$488K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.03KNew |
$58.9K - $61.2K
|
4.03K
$46.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.99K+ 4.73% |
$58.3K - $60.5K
|
88.3K
$1.02M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.99K+ 5.23% |
$58.3K - $60.5K
|
80.3K
$930K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.86KNew |
$56.3K - $58.5K
|
3.86K
$44.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
3.74K+ 5.1% |
$54.6K - $56.7K
|
77.1K
$893K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
3.68K+ 5.48% |
$53.8K - $55.8K
|
70.9K
$821K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.63K+ 3.3% |
$53K - $55K
|
114K
$1.32M
|
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
BUY
|
- |
3.6K+ 19.15% |
$52.6K - $54.6K
|
22.4K
$259K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.53K+ 23.75% |
$51.5K - $53.5K
|
18.4K
$213K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.46KNew |
$50.5K - $52.4K
|
3.46K
$40.1K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
3.16K+ 66.53% |
$46.1K - $47.9K
|
7.91K
$91.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
3.16K+ 0.73% |
$46.1K - $47.8K
|
437K
$5.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3.13K+ 15.61% |
$45.6K - $47.4K
|
23.1K
$268K
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.03K+ 2.22% |
$44.2K - $45.9K
|
140K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.02K+ 1623.12% |
$44.1K - $45.8K
|
3.21K
$37.1K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.85KNew |
$41.6K - $43.2K
|
2.85K
$33K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.84K+ 6.24% |
$41.5K - $43.1K
|
48.4K
$561K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.73K+ 2.42% |
$39.8K - $41.3K
|
115K
$1.34M
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
2.56K+ 3.14% |
$37.4K - $38.8K
|
84.1K
$974K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.41K+ 3.49% |
$35.1K - $36.5K
|
71.3K
$826K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
2.4KNew |
$35K - $36.4K
|
2.4K
$27.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.11K+ 4.75% |
$30.8K - $32K
|
46.5K
$539K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.09KNew |
$30.5K - $31.7K
|
2.09K
$24.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
2.05K+ 20.45% |
$29.9K - $31K
|
12.1K
$140K
|