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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.83K+ 1.81% |
$26.7K - $27.7K
|
103K
$1.19M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.76K+ 9.64% |
$25.6K - $26.6K
|
20K
$231K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.75K+ 12.93% |
$25.5K - $26.5K
|
15.3K
$177K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.7KNew |
$24.8K - $25.8K
|
1.7K
$19.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.62K+ 0.56% |
$23.7K - $24.6K
|
290K
$3.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.61K+ 1.6% |
$23.5K - $24.4K
|
102K
$1.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.61K+ 4.71% |
$23.5K - $24.4K
|
35.8K
$414K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.6K+ 5.07% |
$23.4K - $24.3K
|
33.2K
$384K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
1.5K+ 11.15% |
$21.9K - $22.7K
|
14.9K
$173K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
1.5K+ 2.4% |
$21.9K - $22.7K
|
64.1K
$743K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.41KNew |
$20.6K - $21.4K
|
1.41K
$16.4K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 2.95% |
$18.7K - $19.5K
|
44.8K
$518K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.27K+ 1.85% |
$18.5K - $19.2K
|
69.6K
$806K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.15K+ 2.7% |
$16.8K - $17.4K
|
43.8K
$507K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.14K+ 6.01% |
$16.7K - $17.3K
|
20.2K
$234K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.13K+ 0.36% |
$16.5K - $17.1K
|
313K
$3.63M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.1K+ 1.85% |
$16.1K - $16.7K
|
60.8K
$704K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 1.1% |
$16K - $16.6K
|
101K
$1.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.03K+ 4.28% |
$15K - $15.6K
|
25.1K
$290K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1KNew |
$14.6K - $15.2K
|
1K
$11.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
995+ 9.27% |
$14.5K - $15.1K
|
11.7K
$136K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
872New |
$12.7K - $13.2K
|
872
$10.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
848+ 1.92% |
$12.4K - $12.9K
|
45.1K
$522K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
841New |
$12.3K - $12.7K
|
841
$9.74K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
837+ 6.03% |
$12.2K - $12.7K
|
14.7K
$170K
|
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
825+ 0.16% |
$12K - $12.5K
|
514K
$5.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
779New |
$11.4K - $11.8K
|
779
$9.02K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
749+ 0.11% |
$10.9K - $11.4K
|
698K
$8.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
654+ 1.38% |
$9.55K - $9.91K
|
47.9K
$555K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
637+ 1.72% |
$9.3K - $9.66K
|
37.7K
$436K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
606New |
$8.85K - $9.19K
|
606
$7.02K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
585+ 2.02% |
$8.54K - $8.87K
|
29.5K
$342K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
532New |
$7.77K - $8.07K
|
532
$6.16K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
522New |
$7.62K - $7.91K
|
522
$6.04K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
499+ 4.99% |
$7.29K - $7.56K
|
10.5K
$122K
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
484+ 0.47% |
$7.07K - $7.34K
|
104K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
479New |
$6.99K - $7.26K
|
479
$5.55K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
464+ 133.33% |
$6.77K - $7.03K
|
812
$9.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
430+ 1.49% |
$6.28K - $6.52K
|
29.4K
$340K
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
390+ 2.31% |
$5.69K - $5.91K
|
17.3K
$200K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
389+ 0.66% |
$5.68K - $5.9K
|
59.2K
$686K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
371+ 0.47% |
$5.42K - $5.62K
|
79.5K
$921K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
350+ 2.0% |
$5.11K - $5.31K
|
17.8K
$207K
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
329+ 0.86% |
$4.8K - $4.99K
|
38.7K
$448K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
300New |
$4.38K - $4.55K
|
300
$3.47K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
266+ 0.76% |
$3.88K - $4.03K
|
35.2K
$407K
|
|
|
Feb 14, 2022
Q4 2021
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
257+ 1.66% |
$3.75K - $3.9K
|
15.8K
$182K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
250+ 0.73% |
$3.65K - $3.79K
|
34.4K
$399K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
242+ 336.11% |
$3.53K - $3.67K
|
314
$3.64K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
230+ 0.79% |
$3.36K - $3.49K
|
29.4K
$341K
|