Purchases and Sales Made in Q4 2022 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 2022. 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 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7M+ 13.91% |
$77.1M - $84.5M
|
57.3M
$663M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.74M+ 557610.25% |
$19.2M - $21M
|
1.74M
$20.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.56M+ 59.46% |
$17.2M - $18.9M
|
4.19M
$48.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.3M+ 130.65% |
$14.3M - $15.7M
|
2.3M
$26.6M
|
|
|
May 18, 2023
Q4 2022
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
1.27MNew |
$14M - $15.4M
|
1.27M
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
1.27MNew |
$14M - $15.4M
|
1.27M
$14.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.05MNew |
$11.5M - $12.6M
|
1.05M
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
959K+ 251.8% |
$10.6M - $11.6M
|
1.34M
$15.5M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
903K+ 244.35% |
$9.95M - $10.9M
|
1.27M
$14.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
825K+ 318.64% |
$9.09M - $9.96M
|
1.08M
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
638K+ 206.69% |
$7.03M - $7.7M
|
947K
$11M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
621K+ 100.58% |
$6.85M - $7.5M
|
1.24M
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
523K+ 17.88% |
$5.76M - $6.31M
|
3.45M
$39.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
498K+ 5.25% |
$5.49M - $6.01M
|
9.99M
$116M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
380K+ 98.33% |
$4.19M - $4.59M
|
767K
$8.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
377K+ 193.77% |
$4.15M - $4.55M
|
572K
$6.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
263KNew |
$2.9M - $3.18M
|
263K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
251KNew |
$2.76M - $3.02M
|
251K
$2.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
242K+ 100.64% |
$2.66M - $2.92M
|
482K
$5.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
231KNew |
$2.54M - $2.79M
|
231K
$2.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
204K+ 3.54% |
$2.24M - $2.46M
|
5.96M
$69M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
193KNew |
$2.12M - $2.32M
|
193K
$2.23M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
191K+ 19.62% |
$2.11M - $2.31M
|
1.17M
$13.5M
|
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
190KNew |
$2.09M - $2.29M
|
190K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
188K+ 679.44% |
$2.07M - $2.27M
|
215K
$2.49M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
176K+ 108.68% |
$1.94M - $2.12M
|
338K
$3.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
173K+ 1.54% |
$1.91M - $2.09M
|
11.4M
$132M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
168K+ 30.45% |
$1.85M - $2.02M
|
718K
$8.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
165KNew |
$1.82M - $1.99M
|
165K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
148K+ 70.08% |
$1.63M - $1.78M
|
359K
$4.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
127K+ 12.53% |
$1.4M - $1.54M
|
1.14M
$13.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
124K+ 521.42% |
$1.37M - $1.5M
|
148K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
116K+ 56.75% |
$1.28M - $1.4M
|
321K
$3.71M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
114K+ 209.15% |
$1.25M - $1.37M
|
168K
$1.94M
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
107K+ 8.65% |
$1.18M - $1.29M
|
1.34M
$15.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
98.3KNew |
$1.08M - $1.19M
|
98.3K
$1.14M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
95.7K+ 100.66% |
$1.05M - $1.16M
|
191K
$2.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
89KNew |
$981K - $1.07M
|
89K
$1.03M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
88.7KNew |
$977K - $1.07M
|
88.7K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
88KNew |
$969K - $1.06M
|
88K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
84.7K+ 59.28% |
$934K - $1.02M
|
228K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
81.8KNew |
$902K - $988K
|
81.8K
$948K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
79.9K+ 3.95% |
$881K - $965K
|
2.1M
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
74K+ 110.4% |
$815K - $893K
|
141K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
63.8K+ 202.26% |
$703K - $770K
|
95.4K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61.3K+ 328.26% |
$675K - $739K
|
79.9K
$925K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
59.7K+ 27.14% |
$658K - $720K
|
280K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
57.2KNew |
$630K - $690K
|
57.2K
$662K
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
55.5K+ 49.41% |
$612K - $670K
|
168K
$1.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
54.3KNew |
$599K - $656K
|
54.3K
$629K
|