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 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.65K+ 14.11% |
$40.2K - $44K
|
29.5K
$342K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.49KNew |
$38.5K - $42.2K
|
3.49K
$40.5K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.47KNew |
$38.3K - $41.9K
|
3.47K
$40.2K
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.37K+ 2651.18% |
$37.1K - $40.6K
|
3.49K
$40.5K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.23K+ 1.0% |
$35.6K - $39K
|
325K
$3.77M
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.06K+ 31.17% |
$33.7K - $36.9K
|
12.9K
$149K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3K+ 157.89% |
$33.1K - $36.2K
|
4.9K
$56.7K
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.75K+ 27.5% |
$30.3K - $33.2K
|
12.8K
$148K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.68K+ 14.33% |
$29.5K - $32.3K
|
21.4K
$248K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.54KNew |
$28K - $30.7K
|
2.54K
$29.5K
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.43KNew |
$26.8K - $29.4K
|
2.43K
$28.2K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.42KNew |
$26.7K - $29.2K
|
2.42K
$28.1K
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
2.32K+ 3.32% |
$25.6K - $28K
|
72.3K
$837K
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.31K+ 6.29% |
$25.4K - $27.9K
|
39K
$452K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.28K+ 16.26% |
$25.1K - $27.5K
|
16.3K
$189K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.21KNew |
$24.3K - $26.6K
|
2.21K
$25.5K
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 1.88% |
$20.9K - $22.9K
|
103K
$1.2M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.9KNew |
$20.9K - $22.9K
|
1.9K
$22K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.85K+ 15.15% |
$20.4K - $22.3K
|
14.1K
$163K
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.78K+ 1.28% |
$19.6K - $21.4K
|
140K
$1.62M
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.65K+ 13.91% |
$18.2K - $19.9K
|
13.5K
$156K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.61K+ 10.4% |
$17.7K - $19.4K
|
17.1K
$198K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1.5K+ 1.49% |
$16.5K - $18.1K
|
102K
$1.18M
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.5K+ 5.78% |
$16.5K - $18.1K
|
27.4K
$318K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.4K+ 6.05% |
$15.4K - $16.9K
|
24.5K
$284K
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.38K+ 11.92% |
$15.2K - $16.7K
|
13K
$150K
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.38K+ 11.92% |
$15.2K - $16.7K
|
13K
$150K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.34K+ 9.49% |
$14.8K - $16.2K
|
15.5K
$180K
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.25K+ 3.46% |
$13.8K - $15.1K
|
37.4K
$433K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.15K+ 110.67% |
$12.7K - $13.9K
|
2.19K
$25.4K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.13KNew |
$12.5K - $13.7K
|
1.13K
$13.1K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.13KNew |
$12.4K - $13.6K
|
1.13K
$13K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.09KNew |
$12K - $13.1K
|
1.09K
$12.6K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.04KNew |
$11.4K - $12.5K
|
1.04K
$12K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1KNew |
$11K - $12.1K
|
1K
$11.6K
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1K+ 9.43% |
$11K - $12.1K
|
11.6K
$134K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
913New |
$10.1K - $11K
|
913
$10.6K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
800New |
$8.82K - $9.66K
|
800
$9.26K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
775New |
$8.54K - $9.35K
|
775
$8.97K
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
769+ 1.6% |
$8.47K - $9.28K
|
48.9K
$566K
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
751+ 3.44% |
$8.28K - $9.06K
|
22.6K
$262K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
674New |
$7.43K - $8.14K
|
674
$7.8K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
674New |
$7.43K - $8.14K
|
674
$7.8K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
658New |
$7.25K - $7.94K
|
658
$7.62K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
650New |
$7.16K - $7.85K
|
650
$7.53K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
600+ 5.03% |
$6.61K - $7.24K
|
12.5K
$145K
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
583+ 1.93% |
$6.42K - $7.04K
|
30.8K
$357K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
553+ 1.59% |
$6.09K - $6.67K
|
35.4K
$410K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
521+ 1.13% |
$5.74K - $6.29K
|
46.8K
$542K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
460New |
$5.07K - $5.55K
|
460
$5.33K
|