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 |
---|---|---|---|---|---|---|---|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-7.78KClosed |
$114K - $118K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8.32K- 12.03% |
$121K - $126K
|
60.8K
$704K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.88K- 18.94% |
$144K - $150K
|
42.3K
$490K
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-10K- 1.81% |
$146K - $152K
|
541K
$6.27M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10KClosed |
$147K - $152K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-10.4KClosed |
$152K - $158K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10.6KClosed |
$155K - $160K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
SELL
|
- |
-10.9KClosed |
$159K - $165K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-11.1KClosed |
$162K - $168K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-11.2KClosed |
$163K - $169K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-11.3KClosed |
$165K - $172K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-11.4KClosed |
$166K - $172K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-11.6K- 94.29% |
$169K - $175K
|
700
$8.11K
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11.6K- 9.28% |
$169K - $175K
|
113K
$1.31M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-11.6K- 24.35% |
$169K - $176K
|
36K
$417K
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-12.2KClosed |
$178K - $185K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 4.15% |
$180K - $187K
|
284K
$3.29M
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12.3K- 4.2% |
$180K - $187K
|
281K
$3.26M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.6K- 17.07% |
$185K - $192K
|
61.4K
$711K
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-12.8K- 9.86% |
$186K - $194K
|
117K
$1.35M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.9K- 23.16% |
$188K - $195K
|
42.7K
$495K
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-13.3KClosed |
$193K - $201K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.4K- 15.91% |
$195K - $203K
|
70.6K
$818K
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-14.5K- 57.38% |
$211K - $219K
|
10.7K
$124K
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-14.5K- 56.36% |
$212K - $220K
|
11.3K
$130K
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-14.8KClosed |
$216K - $224K
|
0
$0
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.3K- 13.99% |
$223K - $232K
|
94.1K
$1.09M
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-15.3K- 5.09% |
$224K - $233K
|
286K
$3.31M
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-15.4K- 6.97% |
$224K - $233K
|
205K
$2.38M
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-15.7K- 7.38% |
$230K - $239K
|
198K
$2.29M
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-16.1K- 5.95% |
$235K - $244K
|
255K
$2.95M
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-16.5KClosed |
$241K - $250K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-17.3K- 2.1% |
$252K - $262K
|
803K
$9.3M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-18.2K- 48.94% |
$266K - $276K
|
19K
$220K
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-19.3KClosed |
$282K - $292K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.7K- 2.74% |
$287K - $298K
|
698K
$8.08M
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-20.2K- 15.05% |
$295K - $306K
|
114K
$1.32M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-21.3KClosed |
$311K - $323K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-21.4K- 6.03% |
$312K - $324K
|
333K
$3.85M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.9K- 10.57% |
$320K - $332K
|
185K
$2.15M
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-22KClosed |
$321K - $334K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-23.6K- 26.28% |
$344K - $358K
|
66.2K
$766K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-23.7K- 4.41% |
$346K - $359K
|
513K
$5.94M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-23.8K- 2.71% |
$348K - $361K
|
855K
$9.9M
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-25KClosed |
$365K - $379K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-25.8K- 44.97% |
$376K - $390K
|
31.5K
$365K
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-26.8K- 44.3% |
$391K - $406K
|
33.7K
$390K
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-27.3KClosed |
$399K - $414K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-27.8KClosed |
$406K - $421K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-27.9K- 18.69% |
$407K - $423K
|
121K
$1.41M
|