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 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
214+ 0.57% |
$3.12K - $3.24K
|
37.6K
$436K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
200+ 0.26% |
$2.92K - $3.03K
|
76K
$880K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
199+ 82.57% |
$2.91K - $3.02K
|
440
$5.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
183+ 1.16% |
$2.67K - $2.77K
|
16K
$185K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
178+ 0.86% |
$2.6K - $2.7K
|
20.9K
$242K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
168+ 0.79% |
$2.45K - $2.55K
|
21.5K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
152+ 1.15% |
$2.22K - $2.3K
|
13.3K
$155K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
148New |
$2.16K - $2.24K
|
148
$1.71K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
121+ 1.08% |
$1.77K - $1.83K
|
11.4K
$132K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
119+ 0.6% |
$1.74K - $1.8K
|
20K
$231K
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
102+ 0.78% |
$1.49K - $1.55K
|
13.3K
$153K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
100New |
$1.46K - $1.52K
|
100
$1.16K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
92New |
$1.34K - $1.39K
|
92
$1.07K
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
BUY
|
- |
87+ 0.66% |
$1.27K - $1.32K
|
13.2K
$153K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
61+ 0.16% |
$891 - $925
|
39.3K
$455K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
61New |
$891 - $925
|
61
$706
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44+ 0.06% |
$642 - $667
|
74K
$856K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
43+ 0.34% |
$628 - $652
|
12.6K
$146K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
36+ 0.25% |
$526 - $546
|
14.5K
$168K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
30+ 1.18% |
$438 - $455
|
2.57K
$29.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28New |
$409 - $424
|
28
$324
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
28+ 0.62% |
$409 - $424
|
4.54K
$52.6K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
26+ 0.09% |
$380 - $394
|
27.4K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
26+ 0.09% |
$380 - $394
|
27.4K
$318K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
13+ 0.61% |
$190 - $197
|
2.15K
$24.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 1.11% |
$161 - $167
|
998
$11.6K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
10+ 1.24% |
$146 - $152
|
816
$9.45K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
8+ 0.09% |
$117 - $121
|
8.82K
$102K
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7New |
$102 - $106
|
7
$81.1
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
4+ 0.0% |
$58.4 - $60.6
|
81K
$938K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3+ 0.02% |
$43.8 - $45.5
|
16.8K
$194K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.02% |
$14.6 - $15.2
|
4.03K
$46.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-2Closed |
$29.2 - $30.3
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-14Closed |
$204 - $212
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-29- 0.21% |
$423 - $440
|
13.5K
$156K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-60- 65.22% |
$876 - $910
|
32
$371
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-61Closed |
$891 - $925
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-64- 0.37% |
$934 - $970
|
17.4K
$202K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-96- 1.06% |
$1.4K - $1.46K
|
9K
$104K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-96- 0.94% |
$1.4K - $1.46K
|
10.1K
$117K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-104- 0.28% |
$1.52K - $1.58K
|
37K
$428K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-115Closed |
$1.68K - $1.74K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-133- 6.4% |
$1.94K - $2.02K
|
1.95K
$22.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-134- 11.84% |
$1.96K - $2.03K
|
998
$11.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-169Closed |
$2.47K - $2.56K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-184- 1.5% |
$2.69K - $2.79K
|
12K
$139K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-238- 0.09% |
$3.47K - $3.61K
|
261K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-246- 0.49% |
$3.59K - $3.73K
|
49.5K
$573K
|